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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
MCM
851
MV Capital Management
Maryland
$21K +$1.82K +7 +11%
EBA
852
Eagle Bay Advisors
New York
$20K -$16.1K -62 -46%
CYG
853
Clean Yield Group
Vermont
$20K
CA
854
CoreCap Advisors
Michigan
$20K +$18.7K +72 New
CFA
855
Carroll Financial Associates
North Carolina
$18K -$126K -487 -88%
ADL
856
Asset Dedication LLC
California
$18K
CMA
857
Cedar Mountain Advisors
Oregon
$18K
EL
858
EMFO LLC
Florida
$18K
ME
859
McIlrath & Eck
Washington
$18K
PMFA
860
Plante Moran Financial Advisors
Michigan
$18K +$4.67K +18 +40%
Jones Financial Companies
861
Jones Financial Companies
Missouri
$18K +$8.3K +32 +97%
TSWM
862
Tyler-Stone Wealth Management
Ohio
$18K +$16.9K +65 New
TWM
863
Tradition Wealth Management
Minnesota
$17K
AII
864
AGF Investments Inc
Ontario, Canada
$17K +$15.3K +59 New
DWA
865
Delos Wealth Advisors
Texas
$17K +$15.8K +61 New
SWA
866
Sutton Wealth Advisors
Florida
$16.9K
BWL
867
Bogart Wealth LLC
Virginia
$15K
CAM
868
ClariVest Asset Management
California
$15K
SIS
869
Sound Income Strategies
Florida
$15K
FMP
870
Financial Management Professionals
Texas
$14K
VCM
871
Vigilant Capital Management
Maine
$14K
AFG
872
Albion Financial Group
Utah
$14K +$13K +50 New
MCM
873
Manchester Capital Management
Vermont
$13K -$49.8K -192 -81%
BC
874
Burleson & Co
California
$13K -$36.6K -141 -75%
TWA
875
TCI Wealth Advisors
Arizona
$13K +$2.08K +8 +21%