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IQVIA
IQV

Overview Fund Activity

933 hedge funds and large institutions have $46.8B invested in IQVIA in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 347 increasing their positions, 299 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+76
Holders Change %
+8.87%
% of All Funds
14.41%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.65%
New
149
Increased
347
Reduced
299
Closed
59
Calls
$142M
Puts
$133M
Net Calls
+$9.48M
Net Calls Change
+$41.8M

Top Buyers

1
ATN
AMF Tjänstepension
Sweden
+$166M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$155M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
+$103M
4
Fidelity International
Fidelity International
Bermuda
+$96.4M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$228M
2
American Century Companies
American Century Companies
Missouri
-$169M
3
BCI
Bain Capital Investors
Massachusetts
-$148M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$114M
5
Citadel Advisors
Citadel Advisors
Florida
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
601
CAPTRUST Financial Advisors
North Carolina
$603K -$59.3K -210 -9%
BB
602
Busey Bank
Illinois
$601K – – –
CIBC World Market
603
CIBC World Market
Ontario, Canada
$598K +$266K +941 +80%
MWM
604
Meridian Wealth Management
Kentucky
$596K – – –
JGUA
605
John G. Ullman & Associates
New York
$592K – – –
NFC
606
Northeast Financial Consultants
Connecticut
$587K – – –
KCM
607
KRS Capital Management
Michigan
$575K +$575K +2,040 New
JCIA
608
Jackson Creek Investment Advisors
Colorado
$566K +$245K +868 +76%
SFI
609
Siemens Fonds Invest
Germany
$565K -$1.98K -7 -0.3%
TMAM
610
Tokio Marine Asset Management
Japan
$564K +$40.9K +145 +8%
RCA
611
Roberts Capital Advisors
Colorado
$564K +$564K +1,999 New
CG
612
Caprock Group
Idaho
$561K +$173K +612 +45%
RCG
613
Regatta Capital Group
California
$557K +$557K +1,974 New
IAA
614
Ironsides Asset Advisors
North Carolina
$553K -$28.2K -100 -5%
AWAP
615
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$553K +$8.18K +29 +2%
IC
616
Inverness Counsel
New York
$550K -$266K -943 -33%
GC
617
Globeflex Capital
California
$549K – – –
VWA
618
V Wealth Advisors
Kansas
$549K – – –
C1AG
619
Client 1st Advisory Group
Florida
$543K +$70K +248 +15%
PWP
620
Principle Wealth Partners
Connecticut
$542K – – –
CCM
621
Coldstream Capital Management
Washington
$539K +$539K +1,912 New
DC
622
Davenport & Co
Virginia
$538K +$109K +385 +25%
OWA
623
Outlook Wealth Advisors
Texas
$533K +$17.2K +61 +3%
CAC
624
Cowen and Company
New York
$530K +$530K +1,878 New
CPA
625
Clear Perspective Advisors
Illinois
$521K – – –
23 24
25
26 27