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936 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, 349 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 59

31% more funds holding in top 10

Funds holding in top 10: 3242 (+10)

17% more capital invested

Capital invested by funds: $40B → $46.8B (+$6.85B)

16% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 300

9% more funds holding

Funds holding: 860936 (+76)

7% more call options, than puts

Call options by funds: $142M | Put options by funds: $133M

0.25% less ownership

Funds ownership: 87.47%87.22% (-0.25%)

Holders
936
Holders Change
+76
Holders Change %
+8.84%
% of All Funds
14.4%
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
349
Reduced
300
Closed
59
Calls
$142M
Puts
$133M
Net Calls
+$9.48M
Net Calls Change
+$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
626
Outlook Wealth Advisors
Texas
$533K +$15.8K +61 +3%
CAC
627
Cowen and Company
New York
$530K +$487K +1,878 New
CPA
628
Clear Perspective Advisors
Illinois
$521K
Group One Trading
629
Group One Trading
Illinois
$518K +$476K +1,835 New
KOCAA
630
Knights of Columbus Asset Advisors
Connecticut
$516K +$4.15K +16 +0.9%
TAM
631
Trust Asset Management
Texas
$514K
FLPIM
632
F.L. Putnam Investment Management
Massachusetts
$511K +$1.04K +4 +0.2%
TFO
633
Tarbox Family Office
California
$507K
SP
634
Symmetry Partners
Connecticut
$500K -$217K -836 -32%
ACM
635
Allred Capital Management
Texas
$494K +$30.4K +117 +7%
SIM
636
Stratos Investment Management
Ohio
$489K -$207K -799 -32%
Lido Advisors
637
Lido Advisors
California
$489K +$115K +443 +34%
FWIA
638
Fort Washington Investment Advisors
Ohio
$487K -$10.4K -40 -2%
FPS
639
Fieldpoint Private Securities
Connecticut
$487K +$234K +901 +109%
UCFA
640
United Capital Financial Advisors
Texas
$485K +$9.86K +38 +2%
ANTB
641
AMG National Trust Bank
Colorado
$480K
GDP
642
Great Diamond Partners
Maine
$473K +$8.3K +32 +2%
MGP
643
Metis Global Partners
California
$472K +$434K +1,672 New
Cetera Investment Advisers
644
Cetera Investment Advisers
Illinois
$465K +$29.6K +114 +7%
BBNA
645
Bremer Bank National Association
Minnesota
$462K -$19.7K -76 -4%
PA
646
PFG Advisors
Arizona
$462K +$20.8K +80 +5%
MCWA
647
Meadow Creek Wealth Advisors
Georgia
$449K +$413K +1,591 New
FAM
648
Fulcrum Asset Management
United Kingdom
$445K
MSR
649
Main Street Research
Connecticut
$445K
OHWP
650
Oak Harbor Wealth Partners
North Carolina
$442K +$407K +1,567 New