IQV icon

IQVIA
IQV

Overview Fund Activity

771 hedge funds and large institutions have $32.5B invested in IQVIA in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 311 increasing their positions, 249 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+14
Holders Change %
+1.85%
% of All Funds
13.58%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
86
Increased
311
Reduced
249
Closed
63
Calls
$70.8M
Puts
$118M
Net Calls
-$47.3M
Net Calls Change
-$62.9M

Top Buyers

1
CCM
Cantillon Capital Management
New York
+$184M
2
CS
Credit Suisse
Switzerland
+$162M
3
HL
Harding Loevner
New Jersey
+$159M
4
Fidelity International
Fidelity International
Bermuda
+$116M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$232M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$96.1M
3
SCM
Steadfast Capital Management
New York
-$89.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$83.2M
5
HM
HealthCor Management
New York
-$77.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
551
V Wealth Advisors
Kansas
$376K – – –
PFGIA
552
Patriot Financial Group Insurance Agency
Massachusetts
$373K +$205K +1,063 +122%
PWP
553
Principle Wealth Partners
Connecticut
$371K – – –
MWM
554
Meridian Wealth Management
Kentucky
$369K +$110K +567 +42%
CIP
555
Convergence Investment Partners
Florida
$368K +$368K +1,903 New
CPA
556
Clear Perspective Advisors
Illinois
$367K – – –
LCM
557
Laurion Capital Management
New York
$367K +$367K +1,900 New
AFM
558
Andesa Financial Management
Pennsylvania
$357K +$357K +1,846 New
TF
559
Trek Financial
Arizona
$357K +$357K +1,850 New
Wolverine Trading
560
Wolverine Trading
Illinois
$357K +$357K +1,872 New
HR
561
Hayden Royal
North Carolina
$354K +$354K +1,835 New
OC
562
Oppenheimer & Co
New York
$349K – – –
ANTB
563
AMG National Trust Bank
Colorado
$349K +$7.14K +37 +2%
BG
564
Bellevue Group
Switzerland
$348K -$213K -1,100 -38%
DFG
565
Demars Financial Group
Washington
$348K +$348K +1,804 New
TFO
566
Tarbox Family Office
California
$347K – – –
ACM
567
Allred Capital Management
Texas
$346K +$18.5K +96 +6%
BBNA
568
Bremer Bank National Association
Minnesota
$343K -$6.17K -32 -2%
AWAP
569
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$343K +$343K +1,776 New
LFAS
570
Level Four Advisory Services
Texas
$342K -$74.2K -384 -18%
FLPIM
571
F.L. Putnam Investment Management
Massachusetts
$342K +$386 +2 +0.1%
PWM
572
Perigon Wealth Management
California
$342K +$318K +1,646 +1,306%
Wealthfront Advisers
573
Wealthfront Advisers
California
$337K +$76.3K +395 +29%
SIM
574
Stratos Investment Management
Ohio
$335K – – –
TCM
575
TimesSquare Capital Management
New York
$333K -$134K -695 -29%
21 22
23
24 25