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 %
LRIA
701
Leonard Rickey Investment Advisors
Washington
$214K +$6.48K +27 +3%
CCG
702
Cypress Capital Group
Florida
$208K +$4.78K +20 +2%
EP
703
Eudaimonia Partners
Tennessee
$206K -$17.3K -72 -8%
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$205K
SI
705
Stephens Inc
Arkansas
$204K -$5.5K -23 -3%
VAS
706
Vestmark Advisory Solutions
Massachusetts
$202K -$7.43K -31 -4%
FBFS
707
First Business Financial Services
Wisconsin
$201K
TPCW
708
TD Private Client Wealth
New York
$199K +$5.51K +23 +3%
FPS
709
Fieldpoint Private Securities
Connecticut
$198K +$163K +679 +465%
SIC
710
Salem Investment Counselors
North Carolina
$195K +$156K +652 +402%
SOW
711
State of Wyoming
Wyoming
$176K +$139K +580 +377%
IUHSA
712
Itau Unibanco Holding S.A.
Brazil
$173K +$93.7K +391 +118%
BCA
713
Berman Capital Advisors
Georgia
$170K +$34.7K +146 +26%
AIM
714
Anchor Investment Management
South Carolina
$168K +$47.9K +200 +40%
CTC
715
Central Trust Company
Missouri
$165K -$623K -2,600 -79%
PCM
716
Penserra Capital Management
California
$162K +$15.7K +66 +11%
LC
717
Lindbrook Capital
California
$159K +$1.91K +8 +1%
TG
718
TCW Group
California
$146K -$1.22K -5,097 -0.8%
CF
719
Centaurus Financial
California
$144K -$72K -300 -33%
DMBA
720
Deseret Mutual Benefit Administrators
Utah
$144K -$44.7K -187 -24%
QCG
721
Quadrant Capital Group
Ohio
$144K -$716 -3 -0.5%
CFGS
722
Concourse Financial Group Securities
Alabama
$141K -$9.11K -38 -6%
FMT
723
First Mercantile Trust
Tennessee
$141K
LJHT
724
Laurie J. Hall Trustee
$139K -$5.99K -25 -4%
CFA
725
Carroll Financial Associates
North Carolina
$132K +$21.9K +92 +20%