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IQVIA
IQV

Overview Fund Activity

933 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, 347 increasing their positions, 299 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+76
Holders Change %
+8.87%
% of All Funds
14.41%
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
347
Reduced
299
Closed
59
Calls
$142M
Puts
$133M
Net Calls
+$9.48M
Net Calls Change
+$41.8M

Top Buyers

1
ATN
AMF Tjänstepension
Sweden
+$166M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$155M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
+$103M
4
Fidelity International
Fidelity International
Bermuda
+$96.4M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$228M
2
American Century Companies
American Century Companies
Missouri
-$169M
3
BCI
Bain Capital Investors
Massachusetts
-$148M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$114M
5
Citadel Advisors
Citadel Advisors
Florida
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
651
Clarius Group LLC
Washington
$431K +$39.2K +139 +10%
CCA
652
Checchi Capital Advisers
California
$429K +$3.1K +11 +0.7%
ZB
653
Zions Bancorporation
Utah
$424K -$26.5K -94 -6%
DAS
654
Dynamic Advisor Solutions
Arizona
$422K +$27.7K +98 +7%
HI
655
Horizon Investments
North Carolina
$421K +$20.9K +74 +5%
NRW
656
Nova R Wealth
Kansas
$418K +$418K +1,483 New
CWM
657
Cahaba Wealth Management
Georgia
$416K -$4.23K -15 -1%
IA
658
Inspire Advisors
Idaho
$416K +$134K +475 +48%
BWP
659
BSW Wealth Partners
Colorado
$413K +$24.5K +87 +6%
VI
660
Versor Investments
New York
$407K +$407K +1,443 New
CIP
661
Convergence Investment Partners
Florida
$405K -$54.5K -193 -12%
LS
662
Livforsakringsbolaget Skandia
Sweden
$404K -$254K -900 -39%
LGA
663
Lebenthal Global Advisors
New York
$396K -$591K -2,096 -60%
IEFM
664
IQ EQ Fund Management
Ireland
$388K – – –
OWA
665
One Wealth Advisors
California
$387K +$70.9K +251 +22%
GIA
666
Gladstone Institutional Advisory
Florida
$385K +$10.4K +37 +3%
TCM
667
Teza Capital Management
Illinois
$384K +$384K +1,360 New
PFG
668
PAX Financial Group
Texas
$384K +$384K +1,360 New
JF
669
Jump Financial
Illinois
$381K -$1.41M -5,006 -79%
CI
670
Conning Inc
Connecticut
$380K -$66.3K -235 -15%
S
671
Seeyond
France
$379K – – –
WPW
672
Waldron Private Wealth
Pennsylvania
$375K +$33.8K +120 +10%
KFC
673
Klingenstein Fields & Co
New York
$373K – – –
AWP
674
Accretive Wealth Partners
New Jersey
$370K – – –
MPM
675
MBB Public Markets
Illinois
$369K +$369K +1,307 New
25 26
27
28 29