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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
SOW
801
State of Wyoming
Wyoming
$110K -$89.5K -345 -47%
IUHSA
802
Itau Unibanco Holding S.A.
Brazil
$106K -$90.3K -348 -48%
Kayne Anderson Rudnick Investment Management
803
Kayne Anderson Rudnick Investment Management
California
$106K +$1.3K +5 +1%
OC
804
Oakworth Capital
Alabama
$103K -$14.3K -55 -13%
HR
805
Howe & Rusling
New York
$100K +$27.2K +105 +42%
KFP
806
KB Financial Partners
New Jersey
$99K +$91.1K +351 New
JGIA
807
Jackson Grant Investment Advisers
Connecticut
$97K
ACA
808
Atlas Capital Advisors
Wyoming
$90.3K
C
809
Covestor
United Kingdom
$86K +$78.9K +304 New
CA
810
Clearstead Advisors
Ohio
$85K
SLF
811
Sun Life Financial
Ontario, Canada
$82K
CB
812
Community Bank
New York
$78K
GWS
813
Glassman Wealth Services
Virginia
$78K +$13.5K +52 +23%
VRM
814
Vectors Research Management
New York
$73K
TCWM
815
Total Clarity Wealth Management
Illinois
$73K +$67.5K +260 New
CFO
816
CVA Family Office
Colorado
$72K +$66.2K +255 New
O
817
Ossiam
France
$71K +$31.7K +122 +95%
Credit Agricole
818
Credit Agricole
France
$71K +$64.9K +250 New
CWC
819
Carolinas Wealth Consulting
North Carolina
$70K +$4.15K +16 +7%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$69K +$3.89K +15 +7%
SFM
821
Signet Financial Management
New Jersey
$67K +$61.8K +238 New
ST
822
Smithfield Trust
Pennsylvania
$66K +$14.5K +56 +33%
TFS
823
TrustCore Financial Services
Tennessee
$62K
HI
824
Harbour Investments
Wisconsin
$57K -$10.1K -39 -16%
BWM
825
Baystate Wealth Management
Massachusetts
$56K