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IQVIA
IQV

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$257M
2
Fidelity International
Fidelity International
Bermuda
+$88.7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$75.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$69M

Top Sellers

1
SCM
Steadfast Capital Management
New York
-$281M
2
LP
Longview Partners
Guernsey
-$173M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$145M
4
UIM
USS Investment Management
United Kingdom
-$110M
5
Boston Partners
Boston Partners
Massachusetts
-$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMLI
651
Fukoku Mutual Life Insurance
Japan
$285K +$45.5K +190 +19%
EFSCE
652
Enterprise Financial Services Corp (EFSC)
Missouri
$283K +$47.7K +199 +20%
CIBC World Market
653
CIBC World Market
Ontario, Canada
$282K -$5.95M -24,841 -95%
MOS
654
MGO One Seven
Ohio
$282K -$26.7K -102 -9%
CWS
655
Cypress Wealth Services
California
$277K -$52K -217 -16%
BPA
656
Beacon Pointe Advisors
California
$277K -$3.59K -15 -1%
SCM
657
Shelton Capital Management
Colorado
$275K – – –
AA
658
ALPS Advisors
Colorado
$274K – – –
QI
659
Qtron Investments
Massachusetts
$274K – – –
JCIA
660
Jackson Creek Investment Advisors
Colorado
$273K -$13K -54 -5%
TFIPS
661
Towarzystwo Funduszy Inwestycyjnych PZU SA
$271K – – –
LCP
662
Legacy Capital Partners
Wisconsin
$269K +$17.9K +75 +7%
GIA
663
Gateway Investment Advisers
Ohio
$268K -$10.5K -44 -4%
SGA
664
Sustainable Growth Advisers
Connecticut
$268K – – –
OWA
665
One Wealth Advisors
California
$268K +$268K +1,120 New
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$265K +$10.5K +44 +4%
P
667
Pitcairn
Pennsylvania
$264K -$275K -1,149 -51%
MA
668
Mutual Advisors
Nebraska
$264K +$11.5K +48 +5%
TNAM
669
Terra Nova Asset Management
New York
$263K -$4.07K -17 -2%
IAA
670
Independent Advisor Alliance
North Carolina
$263K +$12.4K +52 +5%
CFFP
671
Center for Financial Planning
Michigan
$262K +$6.96K +29 +3%
KPW
672
Kore Private Wealth
New York
$260K +$60.1K +251 +30%
PNAA
673
Pictet North America Advisors
Switzerland
$259K +$21.5K +90 +9%
AFAS
674
Acorn Financial Advisory Services
Virginia
$252K +$16.5K +69 +7%
TWMP
675
Taylor Wealth Management Partners
Massachusetts
$252K +$51.7K +216 +26%
25 26
27
28 29