IQV icon

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 %
FWM
826
Focused Wealth Management
New York
$52K – – –
HA
827
Homestead Advisers
Virginia
$52K +$12.2K +43 +30%
AS
828
Altshuler Shaham
Israel
$50K -$12.4K -44 -20%
CCA
829
Column Capital Advisors
Indiana
$47K – – –
HCP
830
Hexagon Capital Partners
Arkansas
$46K -$3.1K -11 -6%
AWA
831
Amplius Wealth Advisors
Pennsylvania
$45K +$45K +160 New
AF
832
Allworth Financial
California
$41K +$5.86K +21 +17%
ONST
833
Old North State Trust
North Carolina
$38K – – –
CCA
834
Catalyst Capital Advisors
New York
$38K +$38K +134 New
JFGIW
835
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K +$34K +120 New
HIA
836
Harbor Investment Advisory
Maryland
$33K – – –
MPWT
837
MassMutual Private Wealth & Trust
Connecticut
$31K +$3.38K +12 +12%
AssetMark Inc
838
AssetMark Inc
California
$28K -$4.24M -14,852 -99%
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
BCM
840
Blume Capital Management
California
$28K – – –
GLLW
841
Graves Light Lenhart Wealth
Virginia
$28K – – –
SIAP
842
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K – – –
EW
843
Evoke Wealth
California
$26K – – –
EARNEST Partners
844
EARNEST Partners
Georgia
$26K – – –
UB
845
UMB Bank
Missouri
$26K +$26K +92 New
FAM
846
Fred Alger Management
New York
$25K -$62.2K -224 -71%
FF
847
FourThought Financial
Florida
$25K -$1.44K -5 -5%
MCM
848
MV Capital Management
Maryland
$21K +$2.01K +7 +11%
EBA
849
Eagle Bay Advisors
New York
$20K -$17.2K -62 -46%
CYG
850
Clean Yield Group
Vermont
$20K – – –
32 33
34
35 36