IQV icon

IQVIA
IQV

Overview Fund Activity

771 hedge funds and large institutions have $32.5B invested in IQVIA in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 311 increasing their positions, 249 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+14
Holders Change %
+1.85%
% of All Funds
13.58%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
86
Increased
311
Reduced
249
Closed
63
Calls
$70.8M
Puts
$118M
Net Calls
-$47.3M
Net Calls Change
-$62.9M

Top Buyers

1
CCM
Cantillon Capital Management
New York
+$184M
2
CS
Credit Suisse
Switzerland
+$162M
3
HL
Harding Loevner
New Jersey
+$159M
4
Fidelity International
Fidelity International
Bermuda
+$116M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$96.5M

Top Sellers

1
LP
Longview Partners
Guernsey
-$232M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$96.1M
3
SCM
Steadfast Capital Management
New York
-$89.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$83.2M
5
HM
HealthCor Management
New York
-$77.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
601
Angeles Investment Advisors
California
$253K – – –
Two Sigma Advisers
602
Two Sigma Advisers
New York
$251K -$2.2M -11,400 -90%
CAN
603
Cetera Advisor Networks
California
$249K +$249K +1,291 New
CGL
604
Clarius Group LLC
Washington
$244K +$12K +62 +5%
RFC
605
Regions Financial Corp
Alabama
$242K – – –
CCM
606
Coldstream Capital Management
Washington
$239K +$15.1K +78 +7%
BB
607
Busey Bank
Illinois
$238K – – –
MAM
608
Meeder Asset Management
Ohio
$238K +$31.7K +164 +15%
AAM
609
Advisors Asset Management
Colorado
$236K -$10.3K -53 -4%
WANY
610
Wealthspire Advisors (New York)
New York
$236K +$20.1K +104 +9%
BWP
611
BSW Wealth Partners
Colorado
$235K +$235K +1,218 New
HI
612
Horizon Investments
North Carolina
$234K -$46.2K -239 -16%
GIA
613
Gateway Investment Advisers
Ohio
$234K -$8.67K -45 -4%
WPW
614
Waldron Private Wealth
Pennsylvania
$233K -$6.93K -36 -3%
JCIA
615
Jackson Creek Investment Advisors
Colorado
$231K -$771 -4 -0.3%
WP
616
WealthSource Partners
California
$230K +$230K +1,190 New
AIC
617
Ameritas Investment Company
Nebraska
$228K +$228K +1,179 New
W
618
WealthStone
Ohio
$225K +$225K +1,168 New
SCM
619
Shelton Capital Management
Colorado
$221K – – –
GSC
620
Ground Swell Capital
South Carolina
$220K +$220K +1,140 New
TNAM
621
Terra Nova Asset Management
New York
$218K -$1.93K -10 -0.9%
FHA
622
First Horizon Advisors
Tennessee
$216K +$5.38K +28 +3%
LCP
623
Legacy Capital Partners
Wisconsin
$214K +$214K +1,110 New
Cetera Investment Advisers
624
Cetera Investment Advisers
Illinois
$211K -$281K -1,452 -57%
CG
625
Caprock Group
Idaho
$206K -$46K -238 -18%
23 24
25
26 27