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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 %
EWA
676
Evolution Wealth Advisors
Florida
$49K +$194 +1 +0.4%
BFEC
677
Benjamin F. Edwards & Company
Missouri
$48K – – –
PCM
678
Pinz Capital Management
New York
$48K +$48K +250 New
MCM
679
Manchester Capital Management
Vermont
$43K -$576 -3 -1%
PCG
680
Private Capital Group
Connecticut
$40K -$2.14K -11 -5%
BWM
681
Baystate Wealth Management
Massachusetts
$39K – – –
SPWG
682
Sage Private Wealth Group
Illinois
$39K – – –
GWS
683
Glassman Wealth Services
Virginia
$39K +$3.69K +19 +10%
FHC
684
First Horizon Corporation
Tennessee
$38K -$2.48K -13 -6%
FWM
685
Focused Wealth Management
New York
$36K +$18.8K +97 +109%
BC
686
Burleson & Co
California
$36K +$36K +188 New
TAIM
687
TD Ameritrade Investment Management
Nebraska
$35K – – –
PFBT
688
Parkside Financial Bank & Trust
Missouri
$34K – – –
WAP
689
Wealthcare Advisory Partners
Pennsylvania
$33K +$33K +172 New
CCA
690
Column Capital Advisors
Indiana
$32K – – –
JCM
691
Jacobi Capital Management
Pennsylvania
$32K – – –
IAIM
692
International Assets Investment Management
Florida
$31K – – –
SIC
693
Salem Investment Counselors
North Carolina
$31K +$16.6K +87 +116%
Acadian Asset Management
694
Acadian Asset Management
Massachusetts
$29K -$252K -1,279 -90%
CFO
695
CVA Family Office
Colorado
$29K +$29K +150 New
ONST
696
Old North State Trust
North Carolina
$26K – – –
GLLW
697
Graves Light Lenhart Wealth
Virginia
$24K – – –
CIA
698
CSat Investment Advisory
Michigan
$24K +$3.26K +17 +16%
HIA
699
Harbor Investment Advisory
Maryland
$23K – – –
FPS
700
Fieldpoint Private Securities
Connecticut
$22K – – –
26 27
28
29 30