We are live on ! Find out more

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
PGFC
751
Peapack-Gladstone Financial Corp
New Jersey
$241K
SIA
752
Schechter Investment Advisors
Michigan
$235K +$216K +832 New
PCM
753
Prelude Capital Management
New York
$234K -$56.1K -216 -21%
BFEC
754
Benjamin F. Edwards & Company
Missouri
$232K +$87.2K +336 +69%
CBT
755
Central Bank & Trust
Kentucky
$231K +$74.7K +288 +54%
CAG
756
Csenge Advisory Group
Florida
$227K -$1.04K -4 -0.4%
SIG
757
Sargent Investment Group
Maryland
$226K +$208K +800 New
SACTSONJ
758
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$226K +$208K +800 New
CW
759
Cook Wealth
North Carolina
$226K +$235K +906 New
GLA
760
Good Life Advisors
Pennsylvania
$225K +$207K +798 New
PPWM
761
Paragon Private Wealth Management
Kentucky
$224K +$206K +795 New
WP
762
WealthSource Partners
California
$223K -$29.1K -112 -12%
DHFB
763
Dixon Hubard Feinour & Brown
Virginia
$223K +$205K +790 New
NB
764
NBT Bank
New York
$223K +$205K +790 New
SCP
765
Sandhill Capital Partners
New York
$220K +$202K +780 New
SF
766
Synovus Financial
Georgia
$216K +$201K +774 New
WPC
767
Wedmont Private Capital
Pennsylvania
$216K +$222K +856 New
TW
768
TrinityPoint Wealth
Connecticut
$214K +$197K +758 New
LCS
769
Levin Capital Strategies
New York
$213K +$196K +754 New
D
770
Diversified
Delaware
$212K +$195K +750 New
PCS
771
Personal CFO Solutions
New Jersey
$210K +$193K +745 New
GA
772
Geller Advisors
New York
$209K +$192K +739 New
IWP
773
Icon Wealth Partners
Texas
$208K +$192K +738 New
VVP
774
Venture Visionary Partners
Ohio
$208K +$192K +739 New
PA
775
Pinnacle Associates
New York
$206K +$189K +730 New