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936 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, 349 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 59

31% more funds holding in top 10

Funds holding in top 10: 3242 (+10)

17% more capital invested

Capital invested by funds: $40B → $46.8B (+$6.85B)

16% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 300

9% more funds holding

Funds holding: 860936 (+76)

7% more call options, than puts

Call options by funds: $142M | Put options by funds: $133M

0.25% less ownership

Funds ownership: 87.47%87.22% (-0.25%)

Holders
936
Holders Change
+76
Holders Change %
+8.84%
% of All Funds
14.4%
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
349
Reduced
300
Closed
59
Calls
$142M
Puts
$133M
Net Calls
+$9.48M
Net Calls Change
+$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
701
9258 Wealth Management
Ohio
$324K +$298K +1,147 New
QI
702
Qtron Investments
Massachusetts
$323K
SCM
703
Shelton Capital Management
Colorado
$323K
FFM
704
Forum Financial Management
Illinois
$323K +$297K +1,145 New
BPA
705
Beacon Pointe Advisors
California
$322K -$4.15K -16 -1%
LCP
706
Legacy Capital Partners
Wisconsin
$317K
AFM
707
Andesa Financial Management
Pennsylvania
$317K +$38.7K +149 +15%
SGA
708
Sustainable Growth Advisers
Connecticut
$316K
MA
709
Mutual Advisors
Nebraska
$314K +$2.6K +10 +0.9%
P
710
Pitcairn
Pennsylvania
$311K
Kovitz Investment Group Partners
711
Kovitz Investment Group Partners
Illinois
$310K +$80.4K +310 +22%
CFFP
712
Center for Financial Planning
Michigan
$308K
AFAS
713
Acorn Financial Advisory Services
Virginia
$301K +$3.11K +12 +1%
EI
714
Ellevest Inc
New York
$300K +$212K +818 +331%
FLII
715
First Long Island Investors
New York
$296K +$272K +1,049 New
CCG
716
Cypress Capital Group
Florida
$295K +$45.7K +176 +20%
CIM
717
CIM Investment Management
Pennsylvania
$295K +$271K +1,044 New
E
718
Ergoteles
New York
$293K +$269K +1,037 New
QCM
719
Quantinno Capital Management
New York
$292K +$269K +1,036 New
PNAA
720
Pictet North America Advisors
Switzerland
$291K -$13K -50 -5%
BAAM
721
Baker Avenue Asset Management
California
$290K +$267K +1,029 New
GIA
722
Gateway Investment Advisers
Ohio
$289K -$24.7K -95 -8%
Brown Advisory
723
Brown Advisory
Maryland
$288K +$20.5K +79 +8%
AIM
724
Axiom Investment Management
New York
$284K -$519 -2 -0.2%
GF
725
Gabelli Funds
New York
$282K +$260K +1,000 New