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 %
PWM
576
Perigon Wealth Management
California
$523K +$19.2K +80 +4%
BC
577
Bridgefront Capital
Texas
$518K -$477K -1,992 -48%
BB
578
Busey Bank
Illinois
$511K +$203K +845 +66%
MWM
579
Meridian Wealth Management
Kentucky
$506K -$479 -2 -0.1%
JGUA
580
John G. Ullman & Associates
New York
$503K
NFC
581
Northeast Financial Consultants
Connecticut
$498K
SAG
582
Spotlight Asset Group
Illinois
$494K -$58K -242 -11%
IAA
583
Ironsides Asset Advisors
North Carolina
$493K -$23.9K -100 -5%
S
584
SignatureFD
Georgia
$483K +$43.3K +181 +10%
SFI
585
Siemens Fonds Invest
Germany
$481K +$481K +2,006 New
TI
586
Trexquant Investment
Connecticut
$470K -$903K -3,772 -66%
IA
587
IFP Advisors
Florida
$468K -$19.2K -80 -4%
GC
588
Globeflex Capital
California
$466K
VWA
589
V Wealth Advisors
Kansas
$466K
AWAP
590
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$463K +$4.55K +19 +1%
PWP
591
Principle Wealth Partners
Connecticut
$460K
OFS
592
OneAscent Financial Services
Alabama
$459K +$459K +1,918 New
FAM
593
Fulcrum Asset Management
United Kingdom
$445K -$458K
TMAM
594
Tokio Marine Asset Management
Japan
$444K +$26.8K +112 +6%
CPA
595
Clear Perspective Advisors
Illinois
$443K -$12K -50 -3%
OWA
596
Outlook Wealth Advisors
Texas
$438K +$10.1K +42 +2%
RC
597
RegentAtlantic Capital
New Jersey
$437K +$201K +841 +86%
TAM
598
Trust Asset Management
Texas
$436K +$29.7K +124 +7%
AIA
599
Angeles Investment Advisors
California
$435K +$122K +509 +39%
KOCAA
600
Knights of Columbus Asset Advisors
Connecticut
$435K +$435K +1,814 New