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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
ADEF
201
Adams Diversified Equity Fund
Maryland
$22.5M
EB
202
Eastern Bank
Massachusetts
$22.5M +$401K +1,546 +2%
RCP
203
RIT Capital Partners
United Kingdom
$22.4M -$20.6M -79,500 -50%
CCM
204
Corsair Capital Management
New York
$22.3M -$908K -3,500 -4%
SW
205
SVB Wealth
Massachusetts
$22.1M +$182K +701 +0.9%
FPCM
206
Financial Partners Capital Management
New York
$22M -$428K -1,651 -2%
WT
207
Whittier Trust
California
$21.7M +$439K +1,691 +2%
NC
208
Nicholas Company
Wisconsin
$21.6M -$2.6K -10 -0%
PHP
209
Parkman Healthcare Partners
Connecticut
$20.6M +$842K +3,243 +5%
Vontobel Holding
210
Vontobel Holding
Switzerland
$20.5M -$543K -2,092 -3%
EAM
211
EULAV Asset Management
Florida
$20.5M -$2.08K -8 -0%
BGC
212
Blue Grotto Capital
Georgia
$20.2M +$18.6M +71,741 New
Renaissance Technologies
213
Renaissance Technologies
New York
$19.8M -$45.7M -176,200 -71%
KLWA
214
Kelly Lawrence W & Associates
California
$19.7M -$171K -660 -0.9%
LPL Financial
215
LPL Financial
California
$19.6M +$532K +2,051 +3%
Treasurer of the State of North Carolina
216
Treasurer of the State of North Carolina
North Carolina
$19.5M +$119K +460 +0.7%
AAF
217
Andra AP-fonden
Sweden
$19.3M -$51.9K -200 -0.3%
AIG
218
American International Group
New York
$19M -$40.7K -157 -0.2%
KPCM
219
Kings Point Capital Management
New York
$19M -$7.53K -29 -0%
IAIM
220
Industrial Alliance Investment Management
Quebec, Canada
$19M +$17.5M +67,396 New
CWM
221
Curi Wealth Management
North Carolina
$18.5M +$17M +65,645 New
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$18.3M -$3.73M -14,361 -16%
Aberdeen Group
223
Aberdeen Group
United Kingdom
$18M -$1.06M -4,098 -6%
Retirement Systems of Alabama
224
Retirement Systems of Alabama
Alabama
$17.9M -$34.9M -134,301 -68%
MAM
225
Mastrapasqua Asset Management
Tennessee
$17.6M -$29.8K -115 -0.2%