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IQVIA
IQV

Overview Fund Activity

846 hedge funds and large institutions have $40.9B invested in IQVIA in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 316 increasing their positions, 281 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+75
Holders Change %
+9.73%
% of All Funds
14.77%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.65%
New
127
Increased
316
Reduced
281
Closed
47
Calls
$108M
Puts
$185M
Net Calls
-$77.7M
Net Calls Change
-$30.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$237M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$214M
3
BlackRock
BlackRock
New York
+$193M
4
PI
Putnam Investments
Massachusetts
+$186M
5
Goldman Sachs
Goldman Sachs
New York
+$163M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$299M
2
FCM
Farallon Capital Management
California
-$291M
3
SCM
Steadfast Capital Management
New York
-$173M
4
Citadel Advisors
Citadel Advisors
Florida
-$164M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBT
551
Heartland Bank & Trust
Illinois
$678K +$678K +2,797 New
WF
552
Welch & Forbes
Massachusetts
$678K +$678K +2,800 New
PAS
553
Park Avenue Securities
New York
$675K +$93.2K +385 +16%
WSCM
554
Wellington Shields Capital Management
New York
$665K – – –
TF
555
Trek Financial
Arizona
$648K +$200K +826 +45%
VCM
556
Virtue Capital Management
Tennessee
$643K +$10.9K +45 +2%
LNWWM
557
Laird Norton Wetherby Wealth Management
California
$643K +$105K +433 +20%
HAG
558
HighPoint Advisor Group
Illinois
$641K -$38.3K -158 -6%
AIP
559
Ameritas Investment Partners
Nebraska
$641K – – –
V
560
Veritable
Delaware
$634K +$19.6K +81 +3%
SP
561
Symmetry Partners
Connecticut
$632K – – –
LWM
562
Lyell Wealth Management
California
$630K +$49.2K +203 +8%
GLA
563
Great Lakes Advisors
Illinois
$628K -$8.72K -36 -1%
AHC
564
Adell Harriman & Carpenter
Texas
$624K +$624K +2,575 New
OC
565
Oppenheimer & Co
New York
$619K +$181K +747 +41%
PFGIA
566
Patriot Financial Group Insurance Agency
Massachusetts
$616K +$148K +609 +32%
GC
567
Guardian Capital
Ontario, Canada
$614K -$40.9K -169 -6%
FB
568
Fulton Bank
Pennsylvania
$611K -$29.1K -120 -5%
MCA
569
Magnolia Capital Advisors
Mississippi
$597K +$17.2K +71 +3%
JRP
570
Jasper Ridge Partners
California
$596K – – –
LA
571
Latitude Advisors
Florida
$590K -$19.9K -82 -3%
CAPTRUST Financial Advisors
572
CAPTRUST Financial Advisors
North Carolina
$585K -$11.6K -48 -2%
Wealthfront Advisers
573
Wealthfront Advisers
California
$580K +$157K +650 +37%
SAG
574
Spotlight Asset Group
Illinois
$558K +$1.94K +8 +0.3%
P
575
Pitcairn
Pennsylvania
$546K -$6.55K -27 -1%
21 22
23
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