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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 %
RHBC
676
R.H. Bluestein & Co
Michigan
$242K -$145K -600 -38%
FMLI
677
Fukoku Mutual Life Insurance
Japan
$242K – – –
PNAA
678
Pictet North America Advisors
Switzerland
$241K +$241K +993 New
AFAS
679
Acorn Financial Advisory Services
Virginia
$239K +$239K +985 New
EFSCE
680
Enterprise Financial Services Corp (EFSC)
Missouri
$238K +$214K +884 +911%
PCP
681
Proficio Capital Partners
Massachusetts
$238K +$238K +981 New
RC
682
RegentAtlantic Capital
New Jersey
$238K +$238K +983 New
BFG
683
Berger Financial Group
Minnesota
$234K +$234K +965 New
WP
684
WealthSource Partners
California
$232K -$56.8K -234 -20%
PWS
685
Precision Wealth Strategies
Missouri
$231K +$231K +952 New
PWA
686
Phoenix Wealth Advisors
North Carolina
$227K – – –
CAG
687
Csenge Advisory Group
Florida
$227K +$227K +920 New
EP
688
Eudaimonia Partners
Tennessee
$226K +$212K +875 +1,563%
GA
689
Geller Advisors
New York
$223K +$223K +922 New
CF
690
Centaurus Financial
California
$218K +$36.3K +150 +20%
MAG
691
MRA Advisory Group
New Jersey
$218K +$218K +901 New
IWM
692
IHT Wealth Management
Illinois
$217K +$217K +894 New
HSA
693
HBK Sorce Advisory
Pennsylvania
$217K +$217K +896 New
APA
694
American Portfolios Advisors
New York
$215K +$9.21K +38 +4%
LRIA
695
Leonard Rickey Investment Advisors
Washington
$212K +$212K +865 New
VAS
696
Vestmark Advisory Solutions
Massachusetts
$212K +$212K +874 New
SI
697
Stephens Inc
Arkansas
$212K +$212K +876 New
PGFC
698
Peapack-Gladstone Financial Corp
New Jersey
$207K +$207K +854 New
CCG
699
Cypress Capital Group
Florida
$206K +$206K +850 New
DS
700
DRW Securities
Illinois
$206K +$206K +851 New
26 27
28
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