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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 %
ST
726
Smithfield Trust
Pennsylvania
$9K – – –
FMP
727
Financial Management Professionals
Texas
$9K – – –
PMFA
728
Plante Moran Financial Advisors
Michigan
$9K – – –
WCM
729
Wealthcare Capital Management
Virginia
$8K +$8K +39 New
1832 Asset Management
730
1832 Asset Management
Ontario, Canada
$8K +$8K +41 New
CAC
731
Certified Advisory Corp
Florida
$8K +$8K +41 New
WPA
732
West Paces Advisors
Georgia
$7.15K – – –
HDIM
733
Hanson & Doremus Investment Management
Vermont
$7K +$7K +36 New
MA
734
MUFG Americas
New York
$6K -$600 -3 -9%
WB
735
Webster Bank
Connecticut
$6K – – –
TIM
736
Tortoise Investment Management
New York
$6K – – –
DAM
737
Delta Asset Management
Tennessee
$6K – – –
PWMG
738
Prestige Wealth Management Group
New Jersey
$6K – – –
CWA
739
Carolina Wealth Advisors
South Carolina
$6K – – –
Jones Financial Companies
740
Jones Financial Companies
Missouri
$6K +$1.46K +8 +32%
RA
741
Resolute Advisors
California
$6K +$6K +37 New
RFA
742
Reilly Financial Advisors
California
$5K – – –
HI
743
Harbour Investments
Wisconsin
$5K +$5K +26 New
RCG
744
Rock Creek Group
District of Columbia
$5K +$5K +28 New
KFS
745
Kelly Financial Services
Massachusetts
$4.25K – – –
TWA
746
TCI Wealth Advisors
Arizona
$4K -$5.57K -32 -58%
FRA
747
Front Row Advisors
California
$4K – – –
HWA
748
HHM Wealth Advisors
Tennessee
$4K – – –
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +19 New
Nisa Investment Advisors
750
Nisa Investment Advisors
Missouri
$3.62K -$319 -1,650 -8%
28 29
30
31 32