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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
HBT
651
Heartland Bank & Trust
Illinois
$440K -$345K -1,328 -46%
AWM
652
Aprio Wealth Management
Georgia
$440K -$13K -50 -3%
AIA
653
Angeles Investment Advisors
California
$434K -$72.9K -281 -15%
CGL
654
Clarius Group LLC
Washington
$431K +$36.1K +139 +10%
CCA
655
Checchi Capital Advisers
California
$429K +$2.85K +11 +0.7%
ZB
656
Zions Bancorporation
Utah
$424K -$24.4K -94 -6%
DAS
657
Dynamic Advisor Solutions
Arizona
$422K +$25.4K +98 +7%
HI
658
Horizon Investments
North Carolina
$421K +$19.2K +74 +5%
NRW
659
Nova R Wealth
Kansas
$418K +$385K +1,483 New
CWM
660
Cahaba Wealth Management
Georgia
$416K -$3.89K -15 -1%
IA
661
Inspire Advisors
Idaho
$416K +$123K +475 +48%
BWP
662
BSW Wealth Partners
Colorado
$413K +$22.6K +87 +6%
VI
663
Versor Investments
New York
$407K +$374K +1,443 New
CIP
664
Convergence Investment Partners
Florida
$405K -$50.1K -193 -12%
LS
665
Livforsakringsbolaget Skandia
Sweden
$404K -$234K -900 -39%
LGA
666
Lebenthal Global Advisors
New York
$396K -$544K -2,096 -60%
IEFM
667
IQ EQ Fund Management
Ireland
$388K
OWA
668
One Wealth Advisors
California
$387K +$65.1K +251 +22%
GIA
669
Gladstone Institutional Advisory
Florida
$385K +$9.6K +37 +3%
PFG
670
PAX Financial Group
Texas
$384K +$353K +1,360 New
TCM
671
Teza Capital Management
Illinois
$384K +$353K +1,360 New
JF
672
Jump Financial
Illinois
$381K -$1.3M -5,006 -79%
CI
673
Conning Inc
Connecticut
$380K -$61K -235 -15%
S
674
Seeyond
France
$379K
WPW
675
Waldron Private Wealth
Pennsylvania
$375K +$31.1K +120 +10%