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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 %
TFO
601
Tarbox Family Office
California
$435K – – –
OWA
602
Outlook Wealth Advisors
Texas
$433K +$433K +1,785 New
ANTB
603
AMG National Trust Bank
Colorado
$431K -$7.27K -30 -2%
BBNA
604
Bremer Bank National Association
Minnesota
$431K – – –
FLPIM
605
F.L. Putnam Investment Management
Massachusetts
$429K -$485 -2 -0.1%
TMAM
606
Tokio Marine Asset Management
Japan
$422K +$30K +124 +8%
SIM
607
Stratos Investment Management
Ohio
$420K – – –
ZB
608
Zions Bancorporation
Utah
$417K -$101K -415 -19%
ACM
609
Allred Capital Management
Texas
$414K -$19.1K -79 -4%
TAM
610
Trust Asset Management
Texas
$411K +$47.7K +197 +13%
GDP
611
Great Diamond Partners
Maine
$404K -$4.36K -18 -1%
AAM
612
Advisors Asset Management
Colorado
$398K +$102K +421 +35%
IC
613
IEQ Capital
California
$396K +$142K +586 +56%
Kovitz Investment Group Partners
614
Kovitz Investment Group Partners
Illinois
$390K – – –
AWM
615
Aprio Wealth Management
Georgia
$390K +$390K +1,610 New
C1AG
616
Client 1st Advisory Group
Florida
$384K – – –
LFAS
617
Level Four Advisory Services
Texas
$381K -$48.5K -200 -11%
HR
618
Hayden Royal
North Carolina
$377K -$68.2K -281 -15%
CIP
619
Convergence Investment Partners
Florida
$371K -$90.7K -374 -20%
IC
620
Inverness Counsel
New York
$369K +$369K +1,521 New
AP
621
Advisors Preferred
Maryland
$365K +$365K +1,476 New
CM
622
Caption Management
Oklahoma
$365K +$365K +1,503 New
SM
623
SG3 Management
Puerto Rico
$363K -$605K -2,500 -63%
MSR
624
Main Street Research
Connecticut
$363K – – –
MC
625
Machina Capital
France
$363K +$363K +1,500 New
23 24
25
26 27