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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 %
Group One Trading
626
Group One Trading
Illinois
$518K +$518K +1,835 New
KOCAA
627
Knights of Columbus Asset Advisors
Connecticut
$516K +$4.51K +16 +0.9%
TAM
628
Trust Asset Management
Texas
$514K – – –
FLPIM
629
F.L. Putnam Investment Management
Massachusetts
$511K +$1.13K +4 +0.2%
TFO
630
Tarbox Family Office
California
$507K – – –
SP
631
Symmetry Partners
Connecticut
$500K -$236K -836 -32%
ACM
632
Allred Capital Management
Texas
$494K +$33K +117 +7%
SIM
633
Stratos Investment Management
Ohio
$489K -$226K -799 -32%
Lido Advisors
634
Lido Advisors
California
$489K +$125K +443 +34%
FWIA
635
Fort Washington Investment Advisors
Ohio
$487K -$11.3K -40 -2%
FPS
636
Fieldpoint Private Securities
Connecticut
$487K +$254K +901 +109%
UCFA
637
United Capital Financial Advisors
Texas
$485K +$10.7K +38 +2%
ANTB
638
AMG National Trust Bank
Colorado
$480K – – –
GDP
639
Great Diamond Partners
Maine
$473K +$9.01K +32 +2%
MGP
640
Metis Global Partners
California
$472K +$472K +1,672 New
Cetera Investment Advisers
641
Cetera Investment Advisers
Illinois
$465K +$32.2K +114 +7%
BBNA
642
Bremer Bank National Association
Minnesota
$462K -$21.4K -76 -4%
PA
643
PFG Advisors
Arizona
$462K +$22.6K +80 +5%
MCWA
644
Meadow Creek Wealth Advisors
Georgia
$449K +$449K +1,591 New
MSR
645
Main Street Research
Connecticut
$445K – – –
FAM
646
Fulcrum Asset Management
United Kingdom
$445K -$445K – –
OHWP
647
Oak Harbor Wealth Partners
North Carolina
$442K +$442K +1,567 New
HBT
648
Heartland Bank & Trust
Illinois
$440K -$375K -1,328 -46%
AWM
649
Aprio Wealth Management
Georgia
$440K -$14.1K -50 -3%
AIA
650
Angeles Investment Advisors
California
$434K -$79.3K -281 -15%
24 25
26
27 28