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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
$519M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$304M
3
BlackRock
BlackRock
New York
$3.78B
4
PI
Putnam Investments
Massachusetts
$186M
5
Goldman Sachs
Goldman Sachs
New York
$401M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.32B
2
FCM
Farallon Capital Management
California
$695M
3
SCM
Steadfast Capital Management
New York
$281M
4
Citadel Advisors
Citadel Advisors
Florida
$17.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
776
Perennial Advisors
New York
$27K +$27K +110 New
GLLW
777
Graves Light Lenhart Wealth
Virginia
$24K -$5.7K -24 -19%
FGAM
778
Financial Gravity Asset Management
Texas
$24K – – –
BCM
779
Blume Capital Management
California
$24K – – –
FMII
780
Farmers & Merchants Investments Inc
Nebraska
$24K +$742 +3 +3%
MPWT
781
MassMutual Private Wealth & Trust
Connecticut
$24K +$19.5K +82 +432%
SIAP
782
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K +$24K +97 New
EW
783
Evoke Wealth
California
$22K -$717 -3 -3%
BMD
784
Better Money Decisions
New Mexico
$22K – – –
EARNEST Partners
785
EARNEST Partners
Georgia
$22K – – –
HA
786
Homestead Advisers
Virginia
$22K +$22K +92 New
KFS
787
Kelly Financial Services
Massachusetts
$22K +$21.9K +5,309 +24,132%
Nisa Investment Advisors
788
Nisa Investment Advisors
Missouri
$21.9K +$17.4K +71,662 +383%
RFA
789
Reilly Financial Advisors
California
$19K +$12.1K +49 +175%
AF
790
Allworth Financial
California
$18K – – –
CYG
791
Clean Yield Group
Vermont
$17K +$17K +72 New
AIG
792
American International Group
New York
$16.7K -$353 -1,455 -2%
ME
793
McIlrath & Eck
Washington
$16K – – –
CMA
794
Cedar Mountain Advisors
Oregon
$16K – – –
FF
795
FourThought Financial
Florida
$16K +$1.19K +5 +8%
BU
796
BBVA USA
Alabama
$16K +$16K +64 New
SIS
797
Sound Income Strategies
Florida
$16K +$16K +64 New
EL
798
EMFO LLC
Florida
$16K +$16K +65 New
TWM
799
Tradition Wealth Management
Minnesota
$15K -$1.5K -6 -9%
TCOV
800
Trust Company of Vermont
Vermont
$15K – – –
30 31
32
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