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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 %
BFEC
751
Benjamin F. Edwards & Company
Missouri
$232K +$94.9K +336 +69%
CBT
752
Central Bank & Trust
Kentucky
$231K +$81.1K +288 +54%
CAG
753
Csenge Advisory Group
Florida
$227K -$987 -4 -0.4%
SIG
754
Sargent Investment Group
Maryland
$226K +$226K +800 New
SACTSONJ
755
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$226K +$226K +800 New
CW
756
Cook Wealth
North Carolina
$226K +$226K +906 New
GLA
757
Good Life Advisors
Pennsylvania
$225K +$225K +798 New
PPWM
758
Paragon Private Wealth Management
Kentucky
$224K +$224K +795 New
WP
759
WealthSource Partners
California
$223K -$31.5K -112 -12%
NB
760
NBT Bank
New York
$223K +$223K +790 New
DHFB
761
Dixon Hubard Feinour & Brown
Virginia
$223K +$223K +790 New
SCP
762
Sandhill Capital Partners
New York
$220K +$220K +780 New
SF
763
Synovus Financial
Georgia
$216K +$216K +774 New
WPC
764
Wedmont Private Capital
Pennsylvania
$216K +$216K +856 New
TW
765
TrinityPoint Wealth
Connecticut
$214K +$214K +758 New
LCS
766
Levin Capital Strategies
New York
$213K +$213K +754 New
D
767
Diversified
Delaware
$212K +$212K +750 New
PCS
768
Personal CFO Solutions
New Jersey
$210K +$210K +745 New
GA
769
Geller Advisors
New York
$209K +$209K +739 New
IWP
770
Icon Wealth Partners
Texas
$208K +$208K +738 New
VVP
771
Venture Visionary Partners
Ohio
$208K +$208K +739 New
PA
772
Pinnacle Associates
New York
$206K +$206K +730 New
CA
773
CGN Advisors
Kansas
$206K +$206K +731 New
SAM
774
Simplify Asset Management
Nevada
$205K +$205K +726 New
P
775
Palladiem
Pennsylvania
$202K +$202K +715 New
29 30
31
32 33