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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
SPWG
826
Sage Private Wealth Group
Illinois
$56K
TAIM
827
TD Ameritrade Investment Management
Nebraska
$56K +$519 +2 +1%
ACM
828
Aquatic Capital Management
Illinois
$56K +$51.9K +200 New
FWM
829
Focused Wealth Management
New York
$52K
HA
830
Homestead Advisers
Virginia
$52K +$11.2K +43 +30%
AS
831
Altshuler Shaham
Israel
$50K -$11.4K -44 -20%
CCA
832
Column Capital Advisors
Indiana
$47K
HCP
833
Hexagon Capital Partners
Arkansas
$46K -$2.85K -11 -6%
AWA
834
Amplius Wealth Advisors
Pennsylvania
$45K +$41.5K +160 New
AF
835
Allworth Financial
California
$41K +$5.45K +21 +17%
ONST
836
Old North State Trust
North Carolina
$38K
CCA
837
Catalyst Capital Advisors
New York
$38K +$34.8K +134 New
JFGIW
838
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K +$31.1K +120 New
HIA
839
Harbor Investment Advisory
Maryland
$33K
MPWT
840
MassMutual Private Wealth & Trust
Connecticut
$31K +$3.11K +12 +12%
AssetMark Inc
841
AssetMark Inc
California
$28K -$3.85M -14,852 -99%
BCM
842
Blume Capital Management
California
$28K
FMII
843
Farmers & Merchants Investments Inc
Nebraska
$28K
GLLW
844
Graves Light Lenhart Wealth
Virginia
$28K
SIAP
845
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K
EARNEST Partners
846
EARNEST Partners
Georgia
$26K
EW
847
Evoke Wealth
California
$26K
UB
848
UMB Bank
Missouri
$26K +$23.9K +92 New
FAM
849
Fred Alger Management
New York
$25K -$58.1K -224 -71%
FF
850
FourThought Financial
Florida
$25K -$1.3K -5 -5%