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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 %
CCA
626
Checchi Capital Advisers
California
$361K -$19.4K -80 -5%
PG
627
Pendal Group
Australia
$358K +$358K +1,477 New
IEFM
628
IQ EQ Fund Management
Ireland
$355K – – –
KeyBank National Association
629
KeyBank National Association
Ohio
$336K -$4.36K -18 -1%
HI
630
Horizon Investments
North Carolina
$333K +$39.5K +163 +13%
CWS
631
Cypress Wealth Services
California
$332K -$5.81K -24 -2%
S
632
Seeyond
France
$329K +$1.45K +6 +0.4%
Fifth Third Bancorp
633
Fifth Third Bancorp
Ohio
$324K -$51.4K -212 -14%
KFC
634
Klingenstein Fields & Co
New York
$320K – – –
CG
635
Caprock Group
Idaho
$318K +$60K +248 +23%
AIA
636
Angeles Investment Advisors
California
$317K – – –
AWP
637
Accretive Wealth Partners
New Jersey
$317K +$317K +1,310 New
CCM
638
Coldstream Capital Management
Washington
$316K +$16K +66 +5%
SWM
639
Spire Wealth Management
Virginia
$315K -$1.09M -4,509 -78%
CGL
640
Clarius Group LLC
Washington
$313K +$7.27K +30 +2%
BB
641
Busey Bank
Illinois
$311K +$12.1K +50 +4%
Marshall Wace
642
Marshall Wace
United Kingdom
$308K +$308K +1,271 New
RFC
643
Regions Financial Corp
Alabama
$303K – – –
BWP
644
BSW Wealth Partners
Colorado
$293K -$1.69K -7 -0.6%
WPW
645
Waldron Private Wealth
Pennsylvania
$293K – – –
CAM
646
Cresset Asset Management
Illinois
$291K -$27.3K -113 -9%
JCIA
647
Jackson Creek Investment Advisors
Colorado
$289K -$1.46K -6 -0.5%
MOS
648
MGO One Seven
Ohio
$286K -$47.5K -196 -14%
BPA
649
Beacon Pointe Advisors
California
$284K +$284K +1,171 New
GIA
650
Gateway Investment Advisers
Ohio
$282K -$12.1K -50 -4%
24 25
26
27 28