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
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
751
Pinz Capital Management
New York
$61K +$61K +250 New
HR
752
Howe & Rusling
New York
$60K -$1.44K -6 -2%
SIM
753
Sonora Investment Management
Arizona
$60K +$32.9K +137 +121%
EI
754
Ellevest Inc
New York
$59K +$10.5K +44 +22%
HI
755
Harbour Investments
Wisconsin
$58K +$4.07K +17 +8%
MCM
756
Manchester Capital Management
Vermont
$57K -$3.59K -15 -6%
CWC
757
Carolinas Wealth Consulting
North Carolina
$55K -$11.9K -50 -18%
PFBT
758
Parkside Financial Bank & Trust
Missouri
$55K +$9.13K +38 +20%
GWS
759
Glassman Wealth Services
Virginia
$54K +$2.64K +11 +5%
TFA
760
Toth Financial Advisory
Virginia
$54K +$54K +225 New
AS
761
Altshuler Shaham
Israel
$53K +$2.88K +12 +6%
TFS
762
TrustCore Financial Services
Tennessee
$52K
BWM
763
Baystate Wealth Management
Massachusetts
$48K
SPWG
764
Sage Private Wealth Group
Illinois
$48K
NICM
765
Neo Ivy Capital Management
New York
$46K +$28.3K +201 +160%
FWM
766
Focused Wealth Management
New York
$45K
BC
767
Burleson & Co
California
$45K
HCP
768
Hexagon Capital Partners
Arkansas
$42K -$8.45K -35 -17%
ST
769
Smithfield Trust
Pennsylvania
$41K
DFCM
770
Dark Forest Capital Management
Puerto Rico
$40K -$115K -476 -74%
CCA
771
Column Capital Advisors
Indiana
$40K
JCM
772
Jacobi Capital Management
Pennsylvania
$40K
HA
773
Homestead Advisers
Virginia
$34K +$11.8K +49 +53%
EBA
774
Eagle Bay Advisors
New York
$33K +$5.42K +22 +20%
ONST
775
Old North State Trust
North Carolina
$32K