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IQVIA
IQV

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$257M
2
Fidelity International
Fidelity International
Bermuda
+$88.7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$75.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$69M

Top Sellers

1
SCM
Steadfast Capital Management
New York
-$281M
2
LP
Longview Partners
Guernsey
-$173M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$145M
4
UIM
USS Investment Management
United Kingdom
-$110M
5
Boston Partners
Boston Partners
Massachusetts
-$98.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
726
Central Bank & Trust
Kentucky
$127K +$113K +474 +817%
PCG
727
Private Capital Group
Connecticut
$120K +$17.9K +75 +18%
BFEC
728
Benjamin F. Edwards & Company
Missouri
$116K +$6.94K +29 +6%
Koshinski Asset Management
729
Koshinski Asset Management
Illinois
$115K +$115K +481 New
NIM
730
NuWave Investment Management
New Jersey
$112K -$56.7K -237 -34%
CI
731
CX Institutional
Indiana
$105K +$6.71K +28 +7%
CAL
732
Capital Analysts LLC
Pennsylvania
$103K -$11.5K -48 -10%
CWP
733
Concord Wealth Partners
Virginia
$102K -$10.1K -42 -9%
HPC
734
HM Payson & Co
Maine
$101K – – –
OC
735
Oakworth Capital
Alabama
$101K – – –
GWSG
736
GPS Wealth Strategies Group
Colorado
$101K – – –
HFM
737
Harvest Fund Management
China
$100K – – –
SM
738
SG3 Management
Puerto Rico
$96K -$264K -1,100 -73%
PWM
739
Prentice Wealth Management
New York
$93K – – –
Kayne Anderson Rudnick Investment Management
740
Kayne Anderson Rudnick Investment Management
California
$88K – – –
JGIA
741
Jackson Grant Investment Advisers
Connecticut
$83K – – –
ACA
742
Atlas Capital Advisors
Wyoming
$76.7K +$5.99K +25 +8%
FAM
743
Fred Alger Management
New York
$75K +$21.3K +89 +40%
CA
744
Clearstead Advisors
Ohio
$72K -$4.32K -18 -6%
RFA
745
Reilly Financial Advisors
California
$72K +$53.6K +225 +292%
KIG
746
Kowal Investment Group
Wisconsin
$71K +$71K +298 New
SLF
747
Sun Life Financial
Ontario, Canada
$69K – – –
CB
748
Community Bank
New York
$66K – – –
FIA
749
FNY Investment Advisers
New York
$64K +$64K +271 New
VRM
750
Vectors Research Management
New York
$62K – – –
28 29
30
31 32