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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
CA
776
CGN Advisors
Kansas
$206K +$190K +731 New
SAM
777
Simplify Asset Management
Nevada
$205K +$188K +726 New
P
778
Palladiem
Pennsylvania
$202K +$186K +715 New
QCG
779
Quadrant Capital Group
Ohio
$200K +$27.2K +105 +17%
AIM
780
Anchor Investment Management
South Carolina
$197K
LC
781
Lindbrook Capital
California
$195K +$6.75K +26 +4%
MUMSS
782
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K +$175K +675 New
MW
783
Milestone Wealth
New York
$185K +$170K +656 New
CTC
784
Central Trust Company
Missouri
$183K -$10.4K -40 -6%
DGAM
785
Desjardins Global Asset Management
Quebec, Canada
$175K +$161K +622 New
PCG
786
Private Capital Group
Connecticut
$171K +$26.7K +103 +21%
DMBA
787
Deseret Mutual Benefit Administrators
Utah
$170K
CF
788
Centaurus Financial
California
$169K
AA
789
Ancora Advisors
Ohio
$166K -$104K -400 -41%
LJHT
790
Laurie J. Hall Trustee
$164K
ED
791
Exane Derivatives
France
$150K +$138K +530 +26,500%
SAS
792
Stelac Advisory Services
New York
$149K -$899K -3,466 -87%
Koshinski Asset Management
793
Koshinski Asset Management
Illinois
$138K +$2.08K +8 +2%
CWP
794
Concord Wealth Partners
Virginia
$131K +$10.1K +39 +9%
GWSG
795
GPS Wealth Strategies Group
Colorado
$126K +$6.23K +24 +6%
CAL
796
Capital Analysts LLC
Pennsylvania
$122K
HPC
797
HM Payson & Co
Maine
$119K
HFM
798
Harvest Fund Management
China
$118K
Manulife (Manufacturers Life Insurance)
799
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117K -$24.2M -93,307 -18%
RFA
800
Reilly Financial Advisors
California
$115K +$27.2K +105 +35%