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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 %
OC
801
Oakworth Capital
Alabama
$103K -$15.5K -55 -13%
HR
802
Howe & Rusling
New York
$100K +$29.6K +105 +42%
KFP
803
KB Financial Partners
New Jersey
$99K +$99K +351 New
JGIA
804
Jackson Grant Investment Advisers
Connecticut
$97K – – –
ACA
805
Atlas Capital Advisors
Wyoming
$90.3K – – –
C
806
Covestor
United Kingdom
$86K +$86K +304 New
CA
807
Clearstead Advisors
Ohio
$85K – – –
SLF
808
Sun Life Financial
Ontario, Canada
$82K – – –
CB
809
Community Bank
New York
$78K – – –
GWS
810
Glassman Wealth Services
Virginia
$78K +$14.6K +52 +23%
VRM
811
Vectors Research Management
New York
$73K – – –
TCWM
812
Total Clarity Wealth Management
Illinois
$73K +$73K +260 New
CFO
813
CVA Family Office
Colorado
$72K +$72K +255 New
O
814
Ossiam
France
$71K +$34.5K +122 +95%
Credit Agricole
815
Credit Agricole
France
$71K +$71K +250 New
CWC
816
Carolinas Wealth Consulting
North Carolina
$70K +$4.53K +16 +7%
PFBT
817
Parkside Financial Bank & Trust
Missouri
$69K +$4.24K +15 +7%
SFM
818
Signet Financial Management
New Jersey
$67K +$67K +238 New
ST
819
Smithfield Trust
Pennsylvania
$66K +$16.2K +56 +33%
TFS
820
TrustCore Financial Services
Tennessee
$62K – – –
HI
821
Harbour Investments
Wisconsin
$57K -$11K -39 -16%
BWM
822
Baystate Wealth Management
Massachusetts
$56K – – –
SPWG
823
Sage Private Wealth Group
Illinois
$56K – – –
TAIM
824
TD Ameritrade Investment Management
Nebraska
$56K +$563 +2 +1%
ACM
825
Aquatic Capital Management
Illinois
$56K +$56K +200 New
31 32
33
34 35