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IQVIA
IQV

Overview Fund Activity

933 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, 347 increasing their positions, 299 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+76
Holders Change %
+8.87%
% of All Funds
14.41%
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
347
Reduced
299
Closed
59
Calls
$142M
Puts
$133M
Net Calls
+$9.48M
Net Calls Change
+$41.8M

Top Buyers

1
ATN
AMF Tjänstepension
Sweden
+$166M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$155M
3
MAMU
Marathon Asset Management (UK)
United Kingdom
+$103M
4
Fidelity International
Fidelity International
Bermuda
+$96.4M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$85.3M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$228M
2
American Century Companies
American Century Companies
Missouri
-$169M
3
BCI
Bain Capital Investors
Massachusetts
-$148M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$114M
5
Citadel Advisors
Citadel Advisors
Florida
-$97.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPOWM
726
One Plus One Wealth Management
Florida
$267K -$22.6K -80 -8%
FBFS
727
First Business Financial Services
Wisconsin
$266K +$29.6K +105 +13%
FI
728
Fractal Investments
Connecticut
$257K +$257K +910 New
BFG
729
Berger Financial Group
Minnesota
$256K -$4.51K -16 -2%
GA
730
GraniteShares Advisors
New York
$256K +$256K +908 New
CWS
731
Confluence Wealth Services
Pennsylvania
$256K +$256K +910 New
PWA
732
Phoenix Wealth Advisors
North Carolina
$255K – – –
GCM
733
Graham Capital Management
Connecticut
$254K +$254K +903 New
HSA
734
HBK Sorce Advisory
Pennsylvania
$253K – – –
LRIA
735
Leonard Rickey Investment Advisors
Washington
$253K +$1.13K +4 +0.4%
FIM
736
Freedom Investment Management
Connecticut
$252K -$33.3K -118 -12%
MAG
737
MRA Advisory Group
New Jersey
$252K -$1.97K -7 -0.8%
VAS
738
Vestmark Advisory Solutions
Massachusetts
$252K +$13.8K +49 +6%
APA
739
American Portfolios Advisors
New York
$252K -$36.4K -129 -13%
CFGS
740
Concourse Financial Group Securities
Alabama
$248K +$82.3K +292 +50%
PWS
741
Peterson Wealth Services
Utah
$248K +$248K +878 New
EFM
742
E Fund Management
China
$246K -$10.7K -38 -4%
CUAMC
743
China Universal Asset Management Company
China
$246K +$246K +873 New
SI
744
Stephens Inc
Arkansas
$245K +$4.51K +16 +2%
TPCW
745
TD Private Client Wealth
New York
$245K +$10.2K +36 +4%
CCFM
746
Clear Creek Financial Management
Washington
$244K +$244K +864 New
LP
747
LMR Partners
United Kingdom
$244K +$244K +865 New
PGFC
748
Peapack-Gladstone Financial Corp
New Jersey
$241K – – –
SIA
749
Schechter Investment Advisors
Michigan
$235K +$235K +832 New
PCM
750
Prelude Capital Management
New York
$234K -$61K -216 -21%
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