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
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
676
Financial Gravity Asset Management
Texas
$251K -$170K -40 -40%
PCM
677
Prelude Capital Management
New York
$250K -$564K -2,359 -69%
BFM
678
Boothbay Fund Management
New York
$249K -$2.48M -10,334 -91%
OPOWM
679
One Plus One Wealth Management
Florida
$246K
EN1L
680
Engine No 1 LLC
California
$246K +$246K +1,029 New
APA
681
American Portfolios Advisors
New York
$245K +$32.1K +134 +15%
FIM
682
Freedom Investment Management
Connecticut
$242K -$6.7K -28 -3%
AIM
683
Axiom Investment Management
New York
$241K -$238 -1 -0.1%
XT
684
XTX Topco
Cayman Islands
$240K -$276K -1,152 -53%
PCP
685
Proficio Capital Partners
Massachusetts
$240K +$4.8K +20 +2%
WA
686
WestEnd Advisors
North Carolina
$239K -$484K
IA
687
Inspire Advisors
Idaho
$239K +$239K +999 New
AA
688
Ancora Advisors
Ohio
$236K +$43.5K +182 +23%
AG
689
AIA Group
Hong Kong
$233K -$2.55M -10,646 -92%
AFM
690
Andesa Financial Management
Pennsylvania
$233K -$219K -915 -48%
AWA
691
Arkadios Wealth Advisors
Georgia
$231K -$26.3K -110 -10%
Brown Advisory
692
Brown Advisory
Maryland
$226K -$30.5K -127 -12%
SS
693
Simplicity Solutions
Minnesota
$225K +$225K +941 New
CAG
694
Csenge Advisory Group
Florida
$223K +$965 +4 +0.4%
BFG
695
Berger Financial Group
Minnesota
$222K -$9.6K -40 -4%
EFM
696
E Fund Management
China
$218K +$218K +911 New
WP
697
WealthSource Partners
California
$217K -$12.5K -52 -5%
PWA
698
Phoenix Wealth Advisors
North Carolina
$217K
MAG
699
MRA Advisory Group
New Jersey
$216K
HSA
700
HBK Sorce Advisory
Pennsylvania
$215K