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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
EWM
901
Edge Wealth Management
New York
$4K
LF
902
Lee Financial
Texas
$4K
TFM
903
TFC Financial Management
Massachusetts
$4K
SC
904
Schubert & Co
Texas
$4K +$3.37K +13 New
SFO
905
Standard Family Office
South Dakota
$4K +$3.63K +14 New
JWA
906
JFS Wealth Advisors
Pennsylvania
$4K +$3.89K +15 New
FGAM
907
Financial Gravity Asset Management
Texas
$3.22K +$1.61M +6,192 +10,495%
Acadian Asset Management
908
Acadian Asset Management
Massachusetts
$3K -$1.29M -4,986 -100%
HNB
909
Huntington National Bank
Ohio
$3K -$11.4K -44 -81%
CTB
910
Country Trust Bank
Illinois
$3K
CCC
911
Crescent Capital Consulting
Louisiana
$3K
SC
912
Sierra Capital
Florida
$3K +$2.6K +10 New
S
913
Surevest
California
$3K +$2.85K +11 New
BWM
914
BerganKDV Wealth Management
Minnesota
$2K
RCC
915
Red Cedar Capital
Nebraska
$2K
WWM
916
Wolff Wiese Magana
California
$2K
BHWM
917
Bay Harbor Wealth Management
Maryland
$2K +$779 +3 +50%
MBFW
918
Morton Brown Family Wealth
Pennsylvania
$2K +$1.56K +6 New
AP
919
Arlington Partners
Alabama
$2K +$1.82K +7 New
TFGT
920
TS Financial Group (TSFG)
Illinois
$2K +$1.82K +7 New
GFPC
921
Global Financial Private Client
Florida
$1.13K
BIM
922
Baldwin Investment Management
Pennsylvania
$1.04K +$11.7K +45 +1%
UFF
923
USA Financial Formulas
Michigan
$1K -$1.18M -4,543 -100%
GAM
924
Gemmer Asset Management
California
$1K
LWA
925
Lenox Wealth Advisors
New York
$1K