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IQVIA
IQV

Overview Fund Activity

933 hedge funds and large institutions have $46.8B invested in IQVIA in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 347 increasing their positions, 299 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+76
Holders Change %
+8.87%
% of All Funds
14.41%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.65%
New
149
Increased
347
Reduced
299
Closed
59
Calls
$142M
Puts
$133M
Net Calls
+$9.48M
Net Calls Change
+$41.8M

Top Buyers

1
ATN
AMF Tjänstepension
Sweden
+$166M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$155M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
+$103M
4
Fidelity International
Fidelity International
Bermuda
+$96.4M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$228M
2
American Century Companies
American Century Companies
Missouri
-$169M
3
BCI
Bain Capital Investors
Massachusetts
-$148M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$114M
5
Citadel Advisors
Citadel Advisors
Florida
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
551
Wealthfront Advisers
California
$830K +$178K +629 +27%
FB
552
Fulton Bank
Pennsylvania
$826K +$114K +403 +16%
DFG
553
Demars Financial Group
Washington
$802K -$81K -287 -9%
NFG
554
Next Financial Group
Texas
$799K +$67.7K +240 +9%
MCA
555
Magnolia Capital Advisors
Mississippi
$792K +$3.67K +13 +0.5%
WF
556
Welch & Forbes
Massachusetts
$790K – – –
AWM
557
AE Wealth Management
Kansas
$789K -$2.95M -10,454 -79%
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$779K +$28.8K +102 +4%
WSCM
559
Wellington Shields Capital Management
New York
$775K – – –
AP
560
Advisor Partners
California
$771K -$16.1K -57 -2%
IWC
561
Integrated Wealth Concepts
Massachusetts
$769K -$1.41K -5 -0.2%
V
562
Veritable
Delaware
$768K +$25.4K +90 +3%
KA
563
Kerrisdale Advisers
Florida
$760K -$45.2M -160,217 -98%
EAMA
564
EFG Asset Management (Americas)
Florida
$760K -$61K -216 -7%
YIH
565
Y-Intercept (HK)
Hong Kong
$756K +$756K +2,678 New
LWM
566
Lyell Wealth Management
California
$733K – – –
SIC
567
Salem Investment Counselors
North Carolina
$731K +$501K +1,777 +218%
GC
568
Guardian Capital
Ontario, Canada
$728K +$9.03K +32 +1%
SB
569
Strategic Blueprint
Georgia
$728K +$11.6K +41 +2%
VCM
570
Virtue Capital Management
Tennessee
$724K -$22.3K -79 -3%
CAM
571
Cresset Asset Management
Illinois
$717K +$338K +1,197 +89%
AIP
572
Ameritas Investment Partners
Nebraska
$706K -$21.4K -76 -3%
BGDI
573
BW Gestao de Investimentos
Brazil
$705K -$1.27M -4,500 -64%
JRP
574
Jasper Ridge Partners
California
$694K – – –
PGH
575
Partners Group Holding
Switzerland
$690K – – –
21 22
23
24 25