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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 %
CAM
801
ClariVest Asset Management
California
$12K -$682K -2,900 -98%
BWL
802
Bogart Wealth LLC
Virginia
$12K -$231 -1 -2%
APWA
803
Atlas Private Wealth Advisors
New Jersey
$12K – – –
HI
804
Hudock Inc
Pennsylvania
$12K – – –
FMP
805
Financial Management Professionals
Texas
$12K – – –
PMFA
806
Plante Moran Financial Advisors
Michigan
$11K – – –
VCM
807
Vigilant Capital Management
Maine
$11K +$11K +48 New
BIA
808
Bell Investment Advisors
California
$10K +$10K +43 New
RA
809
Resolute Advisors
California
$9K – – –
TWA
810
TCI Wealth Advisors
Arizona
$9K +$2.61K +11 +41%
HDIM
811
Hanson & Doremus Investment Management
Vermont
$9K +$9K +36 New
Capstone Investment Advisors
812
Capstone Investment Advisors
New York
$9K +$9K +38 New
WPA
813
West Paces Advisors
Georgia
$8.86K – – –
WB
814
Webster Bank
Connecticut
$8K – – –
CWA
815
Carolina Wealth Advisors
South Carolina
$8K – – –
Jones Financial Companies
816
Jones Financial Companies
Missouri
$8K – – –
LWP
817
Lumature Wealth Partners
Georgia
$8K +$4.12K +17 +106%
ACM
818
Antonetti Capital Management
Florida
$8K +$8K +35 New
BU
819
BBVA USA
Alabama
$7K -$9K -36 -56%
MA
820
MUFG Americas
New York
$7K – – –
PWMG
821
Prestige Wealth Management Group
New Jersey
$7K – – –
DAM
822
Delta Asset Management
Tennessee
$7K – – –
TIM
823
Tortoise Investment Management
New York
$7K – – –
SAI
824
Systematic Alpha Investments
New Jersey
$7K +$7K +25 New
JFA
825
JNBA Financial Advisors
Minnesota
$7K +$7K +29 New
31 32
33
34 35