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IQVIA
IQV

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$257M
2
Fidelity International
Fidelity International
Bermuda
+$88.7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$75.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$69M

Top Sellers

1
SCM
Steadfast Capital Management
New York
-$281M
2
LP
Longview Partners
Guernsey
-$173M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$145M
4
UIM
USS Investment Management
United Kingdom
-$110M
5
Boston Partners
Boston Partners
Massachusetts
-$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
601
F.L. Putnam Investment Management
Massachusetts
$433K +$9.34K +39 +2%
TFO
602
Tarbox Family Office
California
$430K – – –
MAM
603
Meeder Asset Management
Ohio
$424K -$343K -1,433 -45%
FWIA
604
Fort Washington Investment Advisors
Ohio
$424K -$40.3K -168 -9%
BBNA
605
Bremer Bank National Association
Minnesota
$411K -$15.3K -64 -4%
ARC
606
Advisor Resource Council
Texas
$409K -$621K -2,592 -60%
ANTB
607
AMG National Trust Bank
Colorado
$408K -$18.2K -76 -4%
UCFA
608
United Capital Financial Advisors
Texas
$402K -$31.1K -130 -7%
C1AG
609
Client 1st Advisory Group
Florida
$402K +$21.8K +91 +6%
Fifth Third Bancorp
610
Fifth Third Bancorp
Ohio
$401K +$80.7K +337 +25%
GDP
611
Great Diamond Partners
Maine
$394K -$4.78K -20 -1%
ACM
612
Allred Capital Management
Texas
$392K -$18.2K -76 -4%
CIP
613
Convergence Investment Partners
Florida
$390K +$23.7K +99 +6%
AWM
614
Aprio Wealth Management
Georgia
$386K – – –
ZB
615
Zions Bancorporation
Utah
$382K -$29.7K -124 -7%
CI
616
Conning Inc
Connecticut
$379K -$121K -504 -24%
MSR
617
Main Street Research
Connecticut
$378K +$18.2K +76 +5%
PA
618
PFG Advisors
Arizona
$373K +$373K +1,556 New
Cetera Investment Advisers
619
Cetera Investment Advisers
Illinois
$367K -$71.6K -299 -16%
PWS
620
Precision Wealth Strategies
Missouri
$364K +$136K +567 +60%
DC
621
Davenport & Co
Virginia
$364K +$364K +1,521 New
CCA
622
Checchi Capital Advisers
California
$362K +$5.27K +22 +1%
CWM
623
Cahaba Wealth Management
Georgia
$356K +$356K +1,490 New
MCM
624
Marathon Capital Management
Maryland
$341K +$341K +1,423 New
Kovitz Investment Group Partners
625
Kovitz Investment Group Partners
Illinois
$340K -$45.6K -190 -12%
23 24
25
26 27