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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 %
BAM
651
Blueshift Asset Management
New Jersey
$279K -$961K -3,963 -78%
SCM
652
Shelton Capital Management
Colorado
$278K – – –
QI
653
Qtron Investments
Massachusetts
$277K +$277K +1,144 New
AA
654
ALPS Advisors
Colorado
$277K +$277K +1,145 New
FHA
655
First Horizon Advisors
Tennessee
$275K +$2.66K +11 +1%
TFIPS
656
Towarzystwo Funduszy Inwestycyjnych PZU SA
$274K +$26.7K +110 +11%
SGA
657
Sustainable Growth Advisers
Connecticut
$271K +$271K +1,120 New
TNAM
658
Terra Nova Asset Management
New York
$270K -$3.15K -13 -1%
PRC
659
Pearl River Capital
Michigan
$269K +$269K +1,109 New
DAS
660
Dynamic Advisor Solutions
Arizona
$263K +$4.6K +19 +2%
AWA
661
Arkadios Wealth Advisors
Georgia
$261K +$181K +749 +228%
CFFP
662
Center for Financial Planning
Michigan
$258K – – –
Brown Advisory
663
Brown Advisory
Maryland
$258K +$258K +1,067 New
PWPS
664
Pinnacle Wealth Planning Services
Ohio
$257K -$968 -4 -0.4%
GT
665
Glenmede Trust
Pennsylvania
$257K +$257K +1,063 New
TFA
666
Tranquilli Financial Advisor
New Jersey
$255K +$255K +1,051 New
MA
667
Mutual Advisors
Nebraska
$255K +$255K +1,054 New
LCP
668
Legacy Capital Partners
Wisconsin
$254K -$14.5K -60 -5%
IAA
669
Independent Advisor Alliance
North Carolina
$254K -$5.09K -21 -2%
BPB
670
Badgley, Phelps & Bell
Washington
$254K – – –
FIM
671
Freedom Investment Management
Connecticut
$252K +$252K +1,039 New
OPOWM
672
One Plus One Wealth Management
Florida
$249K +$249K +1,026 New
GIA
673
Gladstone Institutional Advisory
Florida
$246K +$246K +1,015 New
VVP
674
Venture Visionary Partners
Ohio
$246K +$246K +1,019 New
AIM
675
Axiom Investment Management
New York
$243K +$243K +1,013 New
25 26
27
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