IQV icon

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 %
BWA
751
BDO Wealth Advisors
Florida
$3K -$338K -1,917 -99%
TFM
752
TFC Financial Management
Massachusetts
$3K – – –
NFSG
753
Newbridge Financial Services Group
Florida
$3K +$1K +6 +50%
LAS
754
Lloyd Advisory Services
Georgia
$2K – – –
SFO
755
Standard Family Office
South Dakota
$2K – – –
SFSIG
756
San Francisco Sentry Investment Group
California
$2K – – –
CCC
757
Crescent Capital Consulting
Louisiana
$2K – – –
JPLA
758
Joseph P. Lucia & Associates
New York
$2K +$2K +12 New
CAM
759
ClariVest Asset Management
California
$1K – – –
BC
760
Bartlett & Co
Ohio
$1K – – –
LWM
761
Liberty Wealth Management
California
$1K – – –
BWM
762
BerganKDV Wealth Management
Minnesota
$1K – – –
MLFP
763
MPS Loria Financial Planners
Illinois
$1K – – –
TSW
764
Thompson Siegel & Walmsley
Virginia
$1K +$1K +3 New
MCM
765
MV Capital Management
Maryland
$1K +$1K +4 New
RCC
766
Red Cedar Capital
Nebraska
$1K +$1K +6 New
GFPC
767
Global Financial Private Client
Florida
$792 – – –
BCWM
768
Bartlett & Co Wealth Management
Ohio
$579 – – –
ED
769
Exane Derivatives
France
$386 – – –
BBHC
770
Brown Brothers Harriman & Co
New York
$105 -$26 -135 -20%
FGAM
771
Financial Gravity Asset Management
Texas
$19 -$13 -67 -40%
Point72 Asset Management
772
Point72 Asset Management
Connecticut
– -$83.2M -464,358 Closed
Marshall Wace
773
Marshall Wace
United Kingdom
– -$47M -262,359 Closed
SC
774
Samlyn Capital
New York
– -$41.7M -232,908 Closed
DFO
775
Duquesne Family Office
New York
– -$36.2M -201,977 Closed
29 30
31
32 33