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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
RPCONE
876
Retirement Planning Company of New England
Rhode Island
$13K +$12.5K +48 New
BIA
877
Bell Investment Advisors
California
$12K
CT
878
Cambridge Trust
Massachusetts
$12K +$11.2K +43 New
EWA
879
EverSource Wealth Advisors
Alabama
$12K +$11.4K +44 New
QC
880
Quent Capital
New York
$11K +$10.1K +39 New
ACM
881
Antonetti Capital Management
Florida
$10K
HDIM
882
Hanson & Doremus Investment Management
Vermont
$10K
CWA
883
Carolina Wealth Advisors
South Carolina
$9K
LWP
884
Lumature Wealth Partners
Georgia
$9K
WB
885
Webster Bank
Connecticut
$9K
HI
886
Hudock Inc
Pennsylvania
$8K -$5.97K -23 -44%
DAM
887
Delta Asset Management
Tennessee
$8K
MA
888
MUFG Americas
New York
$8K
PWMG
889
Prestige Wealth Management Group
New Jersey
$8K
TIM
890
Tortoise Investment Management
New York
$8K
KC
891
Kenfarb & Co
Kentucky
$7K +$6.23K +24 New
KFS
892
Kelly Financial Services
Massachusetts
$6.21K
FRA
893
Front Row Advisors
California
$6K
HWA
894
HHM Wealth Advisors
Tennessee
$6K
AF
895
Advisornet Financial
Minnesota
$6K +$2.6K +10 +100%
BBPWM
896
Blue Bell Private Wealth Management
Pennsylvania
$6K +$5.71K +22 New
ZIG
897
Zullo Investment Group
Pennsylvania
$6K +$5.71K +22 New
BWA
898
BDO Wealth Advisors
Florida
$5K
NFSG
899
Newbridge Financial Services Group
Florida
$5K
CAC
900
Core Alternative Capital
Georgia
$5K +$4.15K +16 New