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
Name Holding Trade Value Shares
Change
Shares
Change %
HI
626
Horizon Investments
North Carolina
$340K +$10.8K +45 +3%
WCA
627
Westover Capital Advisors
Delaware
$337K +$337K +1,406 New
DAS
628
Dynamic Advisor Solutions
Arizona
$335K +$74.6K +311 +29%
CGL
629
Clarius Group LLC
Washington
$333K +$23.7K +99 +8%
PF
630
Phoenix Financial
Israel
$332K +$332K +1,372 New
BWP
631
BSW Wealth Partners
Colorado
$330K +$39.8K +166 +14%
IEFM
632
IQ EQ Fund Management
Ireland
$329K -$21.5K -90 -6%
CG
633
Caprock Group
Idaho
$329K +$14.6K +61 +5%
PG
634
Pendal Group
Australia
$325K -$28.7K -120 -8%
CCIA
635
Campbell & Co Investment Adviser
Maryland
$323K +$323K +1,350 New
CAM
636
Cresset Asset Management
Illinois
$322K +$34K +142 +12%
S
637
Seeyond
France
$321K -$3.34K -14 -1%
GIA
638
Gladstone Institutional Advisory
Florida
$318K +$74.8K +312 +31%
KFC
639
Klingenstein Fields & Co
New York
$316K
FHA
640
First Horizon Advisors
Tennessee
$315K +$43.5K +182 +16%
AWP
641
Accretive Wealth Partners
New Jersey
$314K
SWM
642
Spire Wealth Management
Virginia
$312K
GAM
643
Gotham Asset Management
New York
$310K +$310K +1,293 New
Lido Advisors
644
Lido Advisors
California
$309K +$309K +1,291 New
RFC
645
Regions Financial Corp
Alabama
$301K +$720 +3 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
646
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$296K +$250K +1,046 +548%
HR
647
Hayden Royal
North Carolina
$294K -$78K -326 -21%
DCM
648
Driehaus Capital Management
Illinois
$291K +$291K +1,215 New
WPW
649
Waldron Private Wealth
Pennsylvania
$289K
TFA
650
Tranquilli Financial Advisor
New Jersey
$286K +$34.3K +143 +14%