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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 %
SC
901
Schubert & Co
Texas
$4K +$4K +13 New
SFO
902
Standard Family Office
South Dakota
$4K +$4K +14 New
JWA
903
JFS Wealth Advisors
Pennsylvania
$4K +$4K +15 New
FGAM
904
Financial Gravity Asset Management
Texas
$3.22K +$3.19K +6,192 +10,495%
Acadian Asset Management
905
Acadian Asset Management
Massachusetts
$3K -$1.15M -4,986 -100%
HNB
906
Huntington National Bank
Ohio
$3K -$13.2K -44 -81%
CTB
907
Country Trust Bank
Illinois
$3K – – –
CCC
908
Crescent Capital Consulting
Louisiana
$3K – – –
SC
909
Sierra Capital
Florida
$3K +$3K +10 New
S
910
Surevest
California
$3K +$3K +11 New
RCC
911
Red Cedar Capital
Nebraska
$2K – – –
WWM
912
Wolff Wiese Magana
California
$2K – – –
BWM
913
BerganKDV Wealth Management
Minnesota
$2K – – –
BHWM
914
Bay Harbor Wealth Management
Maryland
$2K +$667 +3 +50%
MBFW
915
Morton Brown Family Wealth
Pennsylvania
$2K +$2K +6 New
AP
916
Arlington Partners
Alabama
$2K +$2K +7 New
TFGT
917
TS Financial Group (TSFG)
Illinois
$2K +$2K +7 New
GFPC
918
Global Financial Private Client
Florida
$1.13K – – –
BIM
919
Baldwin Investment Management
Pennsylvania
$1.04K +$13 +45 +1%
UFF
920
USA Financial Formulas
Michigan
$1K -$1.14M -4,543 -100%
TSW
921
Thompson Siegel & Walmsley
Virginia
$1K – – –
GAM
922
Gemmer Asset Management
California
$1K – – –
LWA
923
Lenox Wealth Advisors
New York
$1K – – –
CWM
924
CarsonAllaria Wealth Management
Illinois
$1K +$1K +3 New
CAL
925
Capital Advisors Ltd
Ohio
$1K +$1K +3 New
35 36
37
38 39