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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 %
CA
851
CoreCap Advisors
Michigan
$20K +$20K +72 New
CFA
852
Carroll Financial Associates
North Carolina
$18K -$131K -487 -88%
CMA
853
Cedar Mountain Advisors
Oregon
$18K – – –
ADL
854
Asset Dedication LLC
California
$18K – – –
ME
855
McIlrath & Eck
Washington
$18K – – –
EL
856
EMFO LLC
Florida
$18K – – –
PMFA
857
Plante Moran Financial Advisors
Michigan
$18K +$5.14K +18 +40%
Jones Financial Companies
858
Jones Financial Companies
Missouri
$18K +$8.86K +32 +97%
TSWM
859
Tyler-Stone Wealth Management
Ohio
$18K +$18K +65 New
TWM
860
Tradition Wealth Management
Minnesota
$17K – – –
AII
861
AGF Investments Inc
Ontario, Canada
$17K +$17K +59 New
DWA
862
Delos Wealth Advisors
Texas
$17K +$17K +61 New
SWA
863
Sutton Wealth Advisors
Florida
$16.9K – – –
CAM
864
ClariVest Asset Management
California
$15K – – –
BWL
865
Bogart Wealth LLC
Virginia
$15K – – –
SIS
866
Sound Income Strategies
Florida
$15K – – –
VCM
867
Vigilant Capital Management
Maine
$14K – – –
FMP
868
Financial Management Professionals
Texas
$14K – – –
AFG
869
Albion Financial Group
Utah
$14K +$14K +50 New
MCM
870
Manchester Capital Management
Vermont
$13K -$54.3K -192 -81%
BC
871
Burleson & Co
California
$13K -$39K -141 -75%
TWA
872
TCI Wealth Advisors
Arizona
$13K +$2.26K +8 +21%
RPCONE
873
Retirement Planning Company of New England
Rhode Island
$13K +$13K +48 New
BIA
874
Bell Investment Advisors
California
$12K – – –
CT
875
Cambridge Trust
Massachusetts
$12K +$12K +43 New
33 34
35
36 37