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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
AG
726
AIA Group
Hong Kong
$280K +$4.93K +19 +2%
TNAM
727
Terra Nova Asset Management
New York
$276K -$30.9K -119 -11%
PCP
728
Proficio Capital Partners
Massachusetts
$268K -$13K -50 -5%
OPOWM
729
One Plus One Wealth Management
Florida
$267K -$20.8K -80 -8%
FBFS
730
First Business Financial Services
Wisconsin
$266K +$27.2K +105 +13%
FI
731
Fractal Investments
Connecticut
$257K +$236K +910 New
BFG
732
Berger Financial Group
Minnesota
$256K -$4.15K -16 -2%
GA
733
GraniteShares Advisors
New York
$256K +$236K +908 New
CWS
734
Confluence Wealth Services
Pennsylvania
$256K +$236K +910 New
PWA
735
Phoenix Wealth Advisors
North Carolina
$255K
GCM
736
Graham Capital Management
Connecticut
$254K +$234K +903 New
HSA
737
HBK Sorce Advisory
Pennsylvania
$253K
LRIA
738
Leonard Rickey Investment Advisors
Washington
$253K +$1.04K +4 +0.4%
FIM
739
Freedom Investment Management
Connecticut
$252K -$30.6K -118 -12%
MAG
740
MRA Advisory Group
New Jersey
$252K -$1.82K -7 -0.8%
VAS
741
Vestmark Advisory Solutions
Massachusetts
$252K +$12.7K +49 +6%
APA
742
American Portfolios Advisors
New York
$252K -$33.5K -129 -13%
CFGS
743
Concourse Financial Group Securities
Alabama
$248K +$75.8K +292 +50%
PWS
744
Peterson Wealth Services
Utah
$248K +$228K +878 New
EFM
745
E Fund Management
China
$246K -$9.86K -38 -4%
CUAMC
746
China Universal Asset Management Company
China
$246K +$227K +873 New
SI
747
Stephens Inc
Arkansas
$245K +$4.15K +16 +2%
TPCW
748
TD Private Client Wealth
New York
$245K +$9.34K +36 +4%
CCFM
749
Clear Creek Financial Management
Washington
$244K +$224K +864 New
LP
750
LMR Partners
United Kingdom
$244K +$224K +865 New