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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 %
HCP
751
Hexagon Capital Partners
Arkansas
$51K -$46.1K -189 -47%
AS
752
Altshuler Shaham
Israel
$51K +$51K +209 New
EI
753
Ellevest Inc
New York
$49K -$15.4K -64 -24%
SPWG
754
Sage Private Wealth Group
Illinois
$49K – – –
TAIM
755
TD Ameritrade Investment Management
Nebraska
$49K +$2.16K +9 +5%
BWM
756
Baystate Wealth Management
Massachusetts
$48K – – –
FHC
757
First Horizon Corporation
Tennessee
$48K – – –
RDWM
758
Red Door Wealth Management
Tennessee
$48K +$48K +200 New
PFBT
759
Parkside Financial Bank & Trust
Missouri
$47K +$4.18K +17 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
760
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$46K -$7.2M -29,909 -99%
BC
761
Burleson & Co
California
$46K – – –
FWM
762
Focused Wealth Management
New York
$45K – – –
ST
763
Smithfield Trust
Pennsylvania
$42K +$31.7K +130 +310%
CCA
764
Column Capital Advisors
Indiana
$41K – – –
JCM
765
Jacobi Capital Management
Pennsylvania
$41K – – –
SIC
766
Salem Investment Counselors
North Carolina
$39K – – –
SOW
767
State of Wyoming
Wyoming
$37K -$24.7K -103 -40%
FPS
768
Fieldpoint Private Securities
Connecticut
$36K +$7.64K +31 +27%
EWA
769
Evolution Wealth Advisors
Florida
$34K -$26.8K -111 -44%
ONST
770
Old North State Trust
North Carolina
$33K – – –
NICM
771
Neo Ivy Capital Management
New York
$31K +$31K +126 New
HIA
772
Harbor Investment Advisory
Maryland
$29K – – –
EBA
773
Eagle Bay Advisors
New York
$29K +$29K +112 New
OIA
774
Optimum Investment Advisors
Illinois
$27K – – –
SIM
775
Sonora Investment Management
Arizona
$27K +$3.11K +13 +13%
29 30
31
32 33