857 hedge funds and large institutions have $40B invested in IQVIA in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 351 increasing their positions, 320 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
15.05%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
62
Increased
351
Reduced
320
Closed
41
Calls
$85M
Puts
$117M
Net Calls
-$32.3M
Net Calls Change
+$45.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
551
SG Americas Securities
New York
$647K -$480K -2,007 -43%
LNWWM
552
Laird Norton Wetherby Wealth Management
California
$637K +$1.44K +6 +0.2%
VCM
553
Virtue Capital Management
Tennessee
$634K -$1.68K -7 -0.3%
V
554
Veritable
Delaware
$630K +$3.83K +16 +0.6%
AAM
555
Advisors Asset Management
Colorado
$630K +$237K +987 +60%
SP
556
Symmetry Partners
Connecticut
$624K
LWM
557
Lyell Wealth Management
California
$623K
NFG
558
Next Financial Group
Texas
$621K +$477K +1,991 +332%
AIP
559
Ameritas Investment Partners
Nebraska
$618K -$16K -67 -3%
GLA
560
Great Lakes Advisors
Illinois
$611K -$9.58K -40 -2%
GC
561
Guardian Capital
Ontario, Canada
$611K +$3.36K +14 +0.6%
SB
562
Strategic Blueprint
Georgia
$608K -$1.33M -5,556 -69%
NL
563
NVWM LLC
Pennsylvania
$607K +$607K +2,535 New
SIM
564
Stratos Investment Management
Ohio
$606K +$191K +799 +46%
FB
565
Fulton Bank
Pennsylvania
$605K +$719 +3 +0.1%
JRP
566
Jasper Ridge Partners
California
$589K
PGH
567
Partners Group Holding
Switzerland
$586K +$586K +2,446 New
PRC
568
Pearl River Capital
Michigan
$585K +$319K +1,334 +120%
HAG
569
HighPoint Advisor Group
Illinois
$570K -$63.7K -266 -10%
CAPTRUST Financial Advisors
570
CAPTRUST Financial Advisors
North Carolina
$562K -$16.5K -69 -3%
OWM
571
OneAscent Wealth Management
Alabama
$561K +$561K +2,343 New
LS
572
Livforsakringsbolaget Skandia
Sweden
$559K -$144K -600 -20%
Wealthfront Advisers
573
Wealthfront Advisers
California
$553K -$20.1K -84 -4%
EF
574
Empirical Finance
Pennsylvania
$541K +$36.7K +153 +7%
KeyBank National Association
575
KeyBank National Association
Ohio
$534K +$202K +842 +61%