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IQVIA
IQV

Overview Fund Activity

846 hedge funds and large institutions have $40.9B invested in IQVIA in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 316 increasing their positions, 281 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
846
Holders Change
+75
Holders Change %
+9.73%
% of All Funds
14.77%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.65%
New
127
Increased
316
Reduced
281
Closed
47
Calls
$108M
Puts
$185M
Net Calls
-$77.7M
Net Calls Change
-$30.3M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$519M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$304M
3
BlackRock
BlackRock
New York
$3.78B
4
PI
Putnam Investments
Massachusetts
$186M
5
Goldman Sachs
Goldman Sachs
New York
$401M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.32B
2
FCM
Farallon Capital Management
California
$695M
3
SCM
Steadfast Capital Management
New York
$281M
4
Citadel Advisors
Citadel Advisors
Florida
$17.2M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAS
826
Lloyd Advisory Services
Georgia
$3K – – –
SFSIG
827
San Francisco Sentry Investment Group
California
$3K – – –
JPLA
828
Joseph P. Lucia & Associates
New York
$3K – – –
TFM
829
TFC Financial Management
Massachusetts
$3K – – –
LF
830
Lee Financial
Texas
$3K +$3K +13 New
HNB
831
Huntington National Bank
Ohio
$2K -$9.11K -41 -82%
CCC
832
Crescent Capital Consulting
Louisiana
$2K – – –
LWM
833
Liberty Wealth Management
California
$2K – – –
WWM
834
Wolff Wiese Magana
California
$2K +$2K +8 New
MF
835
Magnetar Financial
Illinois
$1.76K +$1.76K +7,280 New
BWM
836
BerganKDV Wealth Management
Minnesota
$1K – – –
RCC
837
Red Cedar Capital
Nebraska
$1K – – –
BC
838
Bartlett & Co
Ohio
$1K – – –
TSW
839
Thompson Siegel & Walmsley
Virginia
$1K – – –
AF
840
Advisornet Financial
Minnesota
$1K +$1K +5 New
BHWM
841
Bay Harbor Wealth Management
Maryland
$1K +$1K +6 New
GFPC
842
Global Financial Private Client
Florida
$989 – – –
BCWM
843
Bartlett & Co Wealth Management
Ohio
$727 – – –
Walleye Capital
844
Walleye Capital
New York
$599 +$599 +2,470 New
ED
845
Exane Derivatives
France
$499 – – –
BBHC
846
Brown Brothers Harriman & Co
New York
$184 +$52 +215 +39%
HM
847
HealthCor Management
New York
– -$77.6M -401,690 Closed
MSE
848
MUFG Securities EMEA
United Kingdom
– -$22M -114,000 Closed
ITP
849
Iron Triangle Partners
Connecticut
– -$19.3M -100,000 Closed
IP
850
Isthmus Partners
Wisconsin
– -$11.3M -58,478 Closed
32 33
34
35 36