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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 %
PWPS
626
Pinnacle Wealth Planning Services
Ohio
$206K +$8.89K +46 +5%
DAS
627
Dynamic Advisor Solutions
Arizona
$206K +$206K +1,067 New
IAA
628
Independent Advisor Alliance
North Carolina
$206K +$206K +1,069 New
CFFP
629
Center for Financial Planning
Michigan
$205K – – –
IC
630
IEQ Capital
California
$203K +$203K +1,050 New
BPB
631
Badgley, Phelps & Bell
Washington
$203K +$203K +1,050 New
UF
632
Univest Financial
Pennsylvania
$202K -$4.65M -24,035 -96%
TFIPS
633
Towarzystwo Funduszy Inwestycyjnych PZU SA
$197K -$19.3K -100 -9%
FMLI
634
Fukoku Mutual Life Insurance
Japan
$193K – – –
PWA
635
Phoenix Wealth Advisors
North Carolina
$179K – – –
APA
636
American Portfolios Advisors
New York
$164K – – –
PI
637
PEAK6 Investments
Illinois
$158K +$147K +762 +1,385%
AA
638
Ancora Advisors
Ohio
$155K – – –
TPCW
639
TD Private Client Wealth
New York
$154K +$29.7K +154 +24%
OSAM
640
O'Shaughnessy Asset Management
Connecticut
$149K +$15.2K +79 +11%
CF
641
Centaurus Financial
California
$145K – – –
KFP
642
KB Financial Partners
New Jersey
$134K +$134K +693 New
LC
643
Lindbrook Capital
California
$127K +$6.77K +35 +6%
CFGS
644
Concourse Financial Group Securities
Alabama
$118K +$35.9K +186 +44%
LJHT
645
Laurie J. Hall Trustee
$117K – – –
CAL
646
Capital Analysts LLC
Pennsylvania
$115K +$9.07K +47 +9%
QCG
647
Quadrant Capital Group
Ohio
$109K +$15.7K +81 +17%
BCA
648
Berman Capital Advisors
Georgia
$102K -$5.56K -29 -5%
NFG
649
Next Financial Group
Texas
$95K – – –
PCM
650
Penserra Capital Management
California
$91K +$14.5K +75 +19%
24 25
26
27 28