IQV icon

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 %
FPS
701
Fieldpoint Private Securities
Connecticut
$22K – – –
OIA
702
Optimum Investment Advisors
Illinois
$21K – – –
CL
703
COWA LLC
Oklahoma
$21K – – –
MWP
704
Meridian Wealth Partners
Pennsylvania
$20K +$20K +102 New
EFSCE
705
Enterprise Financial Services Corp (EFSC)
Missouri
$19K – – –
SIM
706
Sonora Investment Management
Arizona
$19K – – –
BCM
707
Blume Capital Management
California
$19K – – –
FMII
708
Farmers & Merchants Investments Inc
Nebraska
$18K – – –
EW
709
Evoke Wealth
California
$18K – – –
EARNEST Partners
710
EARNEST Partners
Georgia
$18K – – –
BMD
711
Better Money Decisions
New Mexico
$17K +$17K +90 New
AF
712
Allworth Financial
California
$14K – – –
GAM
713
Grandview Asset Management
Pennsylvania
$14K +$14K +75 New
AIG
714
American International Group
New York
$13.6K -$486 -2,517 -3%
ME
715
McIlrath & Eck
Washington
$13K – – –
CMA
716
Cedar Mountain Advisors
Oregon
$13K – – –
TWM
717
Tradition Wealth Management
Minnesota
$13K +$1.18K +6 +10%
TCOV
718
Trust Company of Vermont
Vermont
$12K – – –
BWL
719
Bogart Wealth LLC
Virginia
$12K +$774 +4 +7%
EP
720
Eudaimonia Partners
Tennessee
$11K -$137K -699 -93%
FF
721
FourThought Financial
Florida
$11K – – –
SWA
722
Sutton Wealth Advisors
Florida
$10K +$2.12K +11 +27%
HNB
723
Huntington National Bank
Ohio
$10K -$13.6K -68 -58%
HI
724
Hudock Inc
Pennsylvania
$10K +$6.73K +35 +206%
APWA
725
Atlas Private Wealth Advisors
New Jersey
$10K +$10K +52 New
27 28
29
30 31