IQV icon

IQVIA
IQV

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$274M
2
Fidelity International
Fidelity International
Bermuda
$398M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$120M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$370M

Top Sellers

1
SCM
Steadfast Capital Management
New York
$0
2
LP
Longview Partners
Guernsey
$839M
3
AllianceBernstein
AllianceBernstein
Tennessee
$1.16B
4
UIM
USS Investment Management
United Kingdom
$11.7M
5
Boston Partners
Boston Partners
Massachusetts
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
776
Ossiam
France
$31K -$11.8M -48,929 -100%
TAIM
777
TD Ameritrade Investment Management
Nebraska
$31K -$1.1K -7 -3%
AF
778
Allworth Financial
California
$30K +$12.6K +53 +73%
BAM
779
Barrett Asset Management
New York
$29K +$29K +120 New
HIA
780
Harbor Investment Advisory
Maryland
$28K – – –
BCM
781
Blume Capital Management
California
$24K – – –
GLLW
782
Graves Light Lenhart Wealth
Virginia
$24K – – –
FMII
783
Farmers & Merchants Investments Inc
Nebraska
$24K +$485 +2 +2%
MPWT
784
MassMutual Private Wealth & Trust
Connecticut
$23K -$704 -3 -3%
SIAP
785
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
EW
786
Evoke Wealth
California
$22K – – –
EARNEST Partners
787
EARNEST Partners
Georgia
$22K – – –
FF
788
FourThought Financial
Florida
$22K +$5.98K +25 +37%
Nisa Investment Advisors
789
Nisa Investment Advisors
Missouri
$21.4K -$266 -1,110 -1%
CYG
790
Clean Yield Group
Vermont
$17K – – –
CMA
791
Cedar Mountain Advisors
Oregon
$16K – – –
ME
792
McIlrath & Eck
Washington
$16K – – –
EL
793
EMFO LLC
Florida
$16K – – –
MCM
794
MV Capital Management
Maryland
$16K +$8.97K +37 +128%
ADL
795
Asset Dedication LLC
California
$15K +$15K +64 New
SWA
796
Sutton Wealth Advisors
Florida
$14.4K +$1.92K +8 +15%
TWM
797
Tradition Wealth Management
Minnesota
$14K – – –
EWA
798
Evolution Wealth Advisors
Florida
$13K -$20.9K -87 -62%
SIS
799
Sound Income Strategies
Florida
$13K -$2.41K -10 -16%
HNB
800
Huntington National Bank
Ohio
$13K +$10.8K +45 +500%
30 31
32
33 34