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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 %
EWA
876
EverSource Wealth Advisors
Alabama
$12K +$12K +44 New
QC
877
Quent Capital
New York
$11K +$11K +39 New
HDIM
878
Hanson & Doremus Investment Management
Vermont
$10K – – –
ACM
879
Antonetti Capital Management
Florida
$10K – – –
CWA
880
Carolina Wealth Advisors
South Carolina
$9K – – –
LWP
881
Lumature Wealth Partners
Georgia
$9K – – –
WB
882
Webster Bank
Connecticut
$9K – – –
HI
883
Hudock Inc
Pennsylvania
$8K -$6.35K -23 -44%
PWMG
884
Prestige Wealth Management Group
New Jersey
$8K – – –
DAM
885
Delta Asset Management
Tennessee
$8K – – –
MA
886
MUFG Americas
New York
$8K – – –
TIM
887
Tortoise Investment Management
New York
$8K – – –
KC
888
Kenfarb & Co
Kentucky
$7K +$7K +24 New
KFS
889
Kelly Financial Services
Massachusetts
$6.21K – – –
FRA
890
Front Row Advisors
California
$6K – – –
HWA
891
HHM Wealth Advisors
Tennessee
$6K – – –
AF
892
Advisornet Financial
Minnesota
$6K +$3K +10 +100%
BBPWM
893
Blue Bell Private Wealth Management
Pennsylvania
$6K +$6K +22 New
ZIG
894
Zullo Investment Group
Pennsylvania
$6K +$6K +22 New
NFSG
895
Newbridge Financial Services Group
Florida
$5K – – –
BWA
896
BDO Wealth Advisors
Florida
$5K – – –
CAC
897
Core Alternative Capital
Georgia
$5K +$5K +16 New
TFM
898
TFC Financial Management
Massachusetts
$4K – – –
LF
899
Lee Financial
Texas
$4K – – –
EWM
900
Edge Wealth Management
New York
$4K – – –
34 35
36
37 38