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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 %
BFEC
726
Benjamin F. Edwards & Company
Missouri
$110K +$49.7K +206 +82%
KFP
727
KB Financial Partners
New Jersey
$109K -$58.5K -242 -35%
PCG
728
Private Capital Group
Connecticut
$104K +$53.8K +221 +107%
GWSG
729
GPS Wealth Strategies Group
Colorado
$103K – – –
OC
730
Oakworth Capital
Alabama
$102K -$8.26K -34 -7%
HPC
731
HM Payson & Co
Maine
$102K – – –
HFM
732
Harvest Fund Management
China
$102K +$17.2K +71 +20%
CI
733
CX Institutional
Indiana
$99K +$21.2K +88 +27%
PWM
734
Prentice Wealth Management
New York
$94K – – –
Kayne Anderson Rudnick Investment Management
735
Kayne Anderson Rudnick Investment Management
California
$89K – – –
JGIA
736
Jackson Grant Investment Advisers
Connecticut
$84K – – –
IUHSA
737
Itau Unibanco Holding S.A.
Brazil
$80K +$80K +331 New
CA
738
Clearstead Advisors
Ohio
$77K +$4.36K +18 +6%
ACA
739
Atlas Capital Advisors
Wyoming
$71.5K +$1.21K +5 +2%
SLF
740
Sun Life Financial
Ontario, Canada
$70K -$27.4K -113 -28%
CWC
741
Carolinas Wealth Consulting
North Carolina
$68K -$33.4K -138 -33%
CB
742
Community Bank
New York
$67K – – –
VRM
743
Vectors Research Management
New York
$63K – – –
HR
744
Howe & Rusling
New York
$62K -$484 -2 -0.8%
CFO
745
CVA Family Office
Colorado
$62K +$25.5K +105 +70%
MCM
746
Manchester Capital Management
Vermont
$61K +$6.99K +29 +13%
HI
747
Harbour Investments
Wisconsin
$55K +$48.6K +199 +765%
FAM
748
Fred Alger Management
New York
$55K +$55K +225 New
TFS
749
TrustCore Financial Services
Tennessee
$53K +$25.2K +104 +90%
GWS
750
Glassman Wealth Services
Virginia
$52K +$3.16K +13 +6%
28 29
30
31 32