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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 %
AAM
701
Arabesque Asset Management
United Kingdom
$206K +$206K +852 New
TWMP
702
Taylor Wealth Management Partners
Massachusetts
$203K +$203K +837 New
FBFS
703
First Business Financial Services
Wisconsin
$203K +$203K +838 New
GPWA
704
Great Point Wealth Advisors
Massachusetts
$202K +$202K +834 New
KPW
705
Kore Private Wealth
New York
$202K +$202K +834 New
PCS
706
Personal CFO Solutions
New Jersey
$200K +$200K +827 New
TPCW
707
TD Private Client Wealth
New York
$196K +$2.18K +9 +1%
AA
708
Ancora Advisors
Ohio
$195K – – –
DMBA
709
Deseret Mutual Benefit Administrators
Utah
$191K +$191K +790 New
PI
710
PGGM Investments
Netherlands
$179K +$179K +738 New
NIM
711
NuWave Investment Management
New Jersey
$171K +$171K +705 New
LC
712
Lindbrook Capital
California
$159K – – –
DFCM
713
Dark Forest Capital Management
Puerto Rico
$155K +$155K +641 New
BAM
714
Belpointe Asset Management
Nevada
$154K +$154K +633 New
CFGS
715
Concourse Financial Group Securities
Alabama
$152K +$3.4K +14 +2%
PCM
716
Penserra Capital Management
California
$148K +$34K +141 +30%
LJHT
717
Laurie J. Hall Trustee
$147K – – –
QCG
718
Quadrant Capital Group
Ohio
$147K +$10.4K +43 +8%
NFG
719
Next Financial Group
Texas
$146K +$26.3K +108 +22%
FMT
720
First Mercantile Trust
Tennessee
$143K +$143K +590 New
BCA
721
Berman Capital Advisors
Georgia
$137K +$9.13K +38 +7%
AIM
722
Anchor Investment Management
South Carolina
$121K +$36.3K +150 +43%
CAL
723
Capital Analysts LLC
Pennsylvania
$116K -$28.3K -117 -20%
CWP
724
Concord Wealth Partners
Virginia
$113K – – –
CFA
725
Carroll Financial Associates
North Carolina
$111K -$481 -2 -0.4%
27 28
29
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