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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 %
CWP
651
Concord Wealth Partners
Virginia
$90K +$7.5K +39 +9%
CFA
652
Carroll Financial Associates
North Carolina
$89K +$1.34K +7 +2%
OC
653
Oakworth Capital
Alabama
$88K +$6.59K +34 +8%
HPC
654
HM Payson & Co
Maine
$81K +$1.54K +8 +2%
CWC
655
Carolinas Wealth Consulting
North Carolina
$81K +$4.83K +25 +6%
GWSG
656
GPS Wealth Strategies Group
Colorado
$81K +$81K +423 New
SLF
657
Sun Life Financial
Ontario, Canada
$77K +$55.2K +288 +253%
HCP
658
Hexagon Capital Partners
Arkansas
$76K -$64.2K -336 -46%
PWM
659
Prentice Wealth Management
New York
$75K +$75K +388 New
Kayne Anderson Rudnick Investment Management
660
Kayne Anderson Rudnick Investment Management
California
$71K – – –
CCM
661
Covington Capital Management
California
$68K +$581 +3 +0.9%
AIM
662
Anchor Investment Management
South Carolina
$67.6K – – –
JGIA
663
Jackson Grant Investment Advisers
Connecticut
$67K – – –
HFM
664
Harvest Fund Management
China
$66K – – –
AWA
665
Arkadios Wealth Advisors
Georgia
$63K +$2.68K +14 +4%
CI
666
CX Institutional
Indiana
$62K +$11.7K +61 +23%
RWB
667
RMR Wealth Builders
New Jersey
$60K – – –
GC
668
Grace Capital
Massachusetts
$59K – – –
CA
669
Clearstead Advisors
Ohio
$58K – – –
ACA
670
Atlas Capital Advisors
Wyoming
$56K – – –
CB
671
Community Bank
New York
$53K -$26.2K -136 -33%
EI
672
Ellevest Inc
New York
$52K -$9.93K -51 -16%
VRM
673
Vectors Research Management
New York
$50K -$21.9K -114 -30%
HR
674
Howe & Rusling
New York
$50K +$48.1K +248 +2,480%
SOW
675
State of Wyoming
Wyoming
$50K +$50K +257 New
25 26
27
28 29