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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 %
OC
876
Oppenheimer & Co
New York
– -$619K -2,554 Closed
Walleye Capital
877
Walleye Capital
New York
– -$599 -2,470 Closed
IC
878
Inscription Capital
Texas
– -$465K -1,920 Closed
LFAS
879
Level Four Advisory Services
Texas
– -$381K -1,571 Closed
CM
880
Caption Management
Oklahoma
– -$365K -1,503 Closed
AP
881
Advisors Preferred
Maryland
– -$365K -1,476 Closed
CCM
882
Coldstream Capital Management
Washington
– -$316K -1,304 Closed
VVP
883
Venture Visionary Partners
Ohio
– -$246K -1,019 Closed
RHBC
884
R.H. Bluestein & Co
Michigan
– -$242K -1,000 Closed
GA
885
Geller Advisors
New York
– -$223K -922 Closed
IWM
886
IHT Wealth Management
Illinois
– -$217K -894 Closed
DS
887
DRW Securities
Illinois
– -$206K -851 Closed
GPWA
888
Great Point Wealth Advisors
Massachusetts
– -$202K -834 Closed
PCS
889
Personal CFO Solutions
New Jersey
– -$200K -827 Closed
BAM
890
Belpointe Asset Management
Nevada
– -$154K -633 Closed
KFP
891
KB Financial Partners
New Jersey
– -$109K -451 Closed
CFO
892
CVA Family Office
Colorado
– -$62K -255 Closed
RDWM
893
Red Door Wealth Management
Tennessee
– -$48K -200 Closed
OIA
894
Optimum Investment Advisors
Illinois
– -$27K -110 Closed
PA
895
Perennial Advisors
New York
– -$27K -110 Closed
BMD
896
Better Money Decisions
New Mexico
– -$22K -90 Closed
TCOV
897
Trust Company of Vermont
Vermont
– -$15K -62 Closed
SFO
898
Standard Family Office
South Dakota
– -$3K -11 Closed
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