IQV icon

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 %
HWA
826
HHM Wealth Advisors
Tennessee
$6K – – –
FRA
827
Front Row Advisors
California
$6K – – –
KFS
828
Kelly Financial Services
Massachusetts
$5.27K -$1.27M -5,309 -100%
GPA
829
Guidance Point Advisors
Massachusetts
$5K +$5K +25 New
BWA
830
BDO Wealth Advisors
Florida
$4K – – –
NFSG
831
Newbridge Financial Services Group
Florida
$4K – – –
LWM
832
Liberty Wealth Management
California
$4K +$2K +9 +100%
BC
833
Bartlett & Co
Ohio
$4K +$3.2K +12 +400%
CFA
834
Cahill Financial Advisors
Minnesota
$4K +$4K +15 New
BCWM
835
Bartlett & Co Wealth Management
Ohio
$3.59K +$2.87K +12 +400%
TFM
836
TFC Financial Management
Massachusetts
$3K – – –
LF
837
Lee Financial
Texas
$3K – – –
JPLA
838
Joseph P. Lucia & Associates
New York
$3K – – –
EWM
839
Edge Wealth Management
New York
$3K +$3K +14 New
RTL
840
Red Tortoise LLC
Georgia
$3K +$3K +17 New
LAS
841
Lloyd Advisory Services
Georgia
$2K -$200 -1 -9%
WWM
842
Wolff Wiese Magana
California
$2K – – –
CCC
843
Crescent Capital Consulting
Louisiana
$2K – – –
AF
844
Advisornet Financial
Minnesota
$2K +$1K +5 +100%
MA
845
MCF Advisors
Kentucky
$2K +$2K +7 New
DOA
846
D'Orazio & Associates
Virginia
$2K +$2K +9 New
CTB
847
Country Trust Bank
Illinois
$2K +$2K +10 New
BHWM
848
Bay Harbor Wealth Management
Maryland
$1K – – –
TSW
849
Thompson Siegel & Walmsley
Virginia
$1K – – –
BWM
850
BerganKDV Wealth Management
Minnesota
$1K – – –
32 33
34
35 36