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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 %
TSS
676
Two Sigma Securities
New York
$369K +$369K +1,309 New
PAM
677
Panagora Asset Management
Massachusetts
$368K -$43.9M -155,571 -99%
EN1L
678
Engine No 1 LLC
California
$368K +$78.1K +277 +27%
GPWA
679
Great Point Wealth Advisors
Massachusetts
$368K +$368K +1,304 New
IAA
680
Independent Advisor Alliance
North Carolina
$358K +$47.7K +169 +15%
WB
681
West Bancorporation
Iowa
$358K +$358K +1,270 New
RFC
682
Regions Financial Corp
Alabama
$357K +$3.38K +12 +1%
TWMP
683
Taylor Wealth Management Partners
Massachusetts
$354K +$56.5K +200 +19%
AA
684
ALPS Advisors
Colorado
$353K +$29.7K +105 +9%
Jane Street
685
Jane Street
New York
$352K -$1.75M -6,188 -83%
CWS
686
Cypress Wealth Services
California
$352K +$26K +92 +8%
HR
687
Hayden Royal
North Carolina
$347K +$564 +2 +0.2%
FMLI
688
Fukoku Mutual Life Insurance
Japan
$347K +$11.3K +40 +3%
EFSCE
689
Enterprise Financial Services Corp (EFSC)
Missouri
$347K +$14.1K +50 +4%
PWPS
690
Pinnacle Wealth Planning Services
Ohio
$343K +$30.8K +109 +10%
OFS
691
OneAscent Financial Services
Alabama
$341K -$200K -709 -37%
FHA
692
First Horizon Advisors
Tennessee
$340K -$30K -107 -8%
TFA
693
Tranquilli Financial Advisor
New Jersey
$338K +$847 +3 +0.3%
MC
694
Machina Capital
France
$336K -$511K -1,809 -60%
AWA
695
Arkadios Wealth Advisors
Georgia
$333K +$60.1K +213 +22%
BAM
696
Barrett Asset Management
New York
$331K +$297K +1,054 +878%
HNWAG
697
High Net Worth Advisory Group
Florida
$330K +$330K +1,170 New
9WM
698
9258 Wealth Management
Ohio
$324K +$324K +1,147 New
SCM
699
Shelton Capital Management
Colorado
$323K – – –
QI
700
Qtron Investments
Massachusetts
$323K – – –
26 27
28
29 30