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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 %
FFM
701
Forum Financial Management
Illinois
$323K +$323K +1,145 New
BPA
702
Beacon Pointe Advisors
California
$322K -$4.52K -16 -1%
LCP
703
Legacy Capital Partners
Wisconsin
$317K – – –
AFM
704
Andesa Financial Management
Pennsylvania
$317K +$42.1K +149 +15%
SGA
705
Sustainable Growth Advisers
Connecticut
$316K – – –
MA
706
Mutual Advisors
Nebraska
$314K +$2.82K +10 +0.9%
P
707
Pitcairn
Pennsylvania
$311K – – –
Kovitz Investment Group Partners
708
Kovitz Investment Group Partners
Illinois
$310K +$55.6K +310 +22%
CFFP
709
Center for Financial Planning
Michigan
$308K – – –
AFAS
710
Acorn Financial Advisory Services
Virginia
$301K +$3.39K +12 +1%
EI
711
Ellevest Inc
New York
$300K +$230K +818 +331%
FLII
712
First Long Island Investors
New York
$296K +$296K +1,049 New
CCG
713
Cypress Capital Group
Florida
$295K +$49.6K +176 +20%
CIM
714
CIM Investment Management
Pennsylvania
$295K +$295K +1,044 New
E
715
Ergoteles
New York
$293K +$293K +1,037 New
QCM
716
Quantinno Capital Management
New York
$292K +$292K +1,036 New
PNAA
717
Pictet North America Advisors
Switzerland
$291K -$14.1K -50 -5%
BAAM
718
Baker Avenue Asset Management
California
$290K +$290K +1,029 New
GIA
719
Gateway Investment Advisers
Ohio
$289K -$26.8K -95 -8%
Brown Advisory
720
Brown Advisory
Maryland
$288K +$22.3K +79 +8%
AIM
721
Axiom Investment Management
New York
$284K -$562 -2 -0.2%
GF
722
Gabelli Funds
New York
$282K +$282K +1,000 New
AG
723
AIA Group
Hong Kong
$280K +$5.36K +19 +2%
TNAM
724
Terra Nova Asset Management
New York
$276K -$33.5K -119 -11%
PCP
725
Proficio Capital Partners
Massachusetts
$268K -$14.1K -50 -5%
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