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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 %
IAA
576
Ironsides Asset Advisors
North Carolina
$523K -$203K -840 -28%
XT
577
XTX Topco
Cayman Islands
$522K +$522K +2,155 New
MWM
578
Meridian Wealth Management
Kentucky
$512K +$49.7K +205 +11%
EF
579
Empirical Finance
Pennsylvania
$510K +$78.8K +325 +18%
JGUA
580
John G. Ullman & Associates
New York
$509K – – –
PWM
581
Perigon Wealth Management
California
$509K +$79.9K +330 +19%
CI
582
Conning Inc
Connecticut
$505K -$55K -227 -10%
NFC
583
Northeast Financial Consultants
Connecticut
$504K – – –
AAS
584
Avantax Advisory Services
Texas
$503K +$503K +2,078 New
IA
585
IFP Advisors
Florida
$493K -$174K -719 -26%
WA
586
WestEnd Advisors
North Carolina
$484K – – –
LGA
587
Lebenthal Global Advisors
New York
$474K +$474K +1,959 New
GC
588
Globeflex Capital
California
$471K -$1.03M -4,239 -69%
VWA
589
V Wealth Advisors
Kansas
$471K – – –
FWIA
590
Fort Washington Investment Advisors
Ohio
$469K -$55.2K -228 -11%
PWP
591
Principle Wealth Partners
Connecticut
$465K – – –
IC
592
Inscription Capital
Texas
$465K +$465K +1,920 New
AWAP
593
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$464K +$33.2K +137 +8%
CPA
594
Clear Perspective Advisors
Illinois
$460K – – –
FAM
595
Fulcrum Asset Management
United Kingdom
$458K -$326K – –
AFM
596
Andesa Financial Management
Pennsylvania
$458K +$10.2K +42 +2%
S
597
SignatureFD
Georgia
$445K +$65K +268 +17%
Cetera Investment Advisers
598
Cetera Investment Advisers
Illinois
$444K +$180K +742 +68%
UCFA
599
United Capital Financial Advisors
Texas
$439K +$439K +1,810 New
DFG
600
Demars Financial Group
Washington
$437K -$485 -2 -0.1%
22 23
24
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