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IQVIA
IQV

Overview Fund Activity

265 hedge funds and large institutions have $6.31B invested in IQVIA in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 104 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+43
Holders Change %
+19.37%
% of All Funds
7.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
61
Increased
104
Reduced
73
Closed
15
Calls
$2.79M
Puts
$2.69M
Net Calls
+$100K
Net Calls Change
+$432K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$141M
2
First Trust Advisors
First Trust Advisors
Illinois
+$77M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$46.5M
5
Lazard Asset Management
Lazard Asset Management
New York
+$27.6M

Top Sellers

1
BCI
Bain Capital Investors
Massachusetts
-$232M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$167M
3
3I
3I Investments
United Kingdom
-$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$56.5M
5
Wells Fargo
Wells Fargo
California
-$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
251
Meeder Asset Management
Ohio
$12K – – –
Envestnet Asset Management
252
Envestnet Asset Management
Illinois
$9K -$10.6K -171 -54%
SSB
253
Sandy Spring Bank
Maryland
$6K +$6K +110 New
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$4.47K – – –
MFS
255
MSI Financial Services
Massachusetts
$4K +$3.95K +74 +7,400%
TRCT
256
Tower Research Capital (TRC)
New York
$3K -$30.3K -546 -91%
RFA
257
Reilly Financial Advisors
California
$3K – – –
LWA
258
Lenox Wealth Advisors
New York
$3K +$3K +50 New
SF
259
Synovus Financial
Georgia
$2K +$2K +30 New
GT
260
Glenmede Trust
Pennsylvania
$1K -$3.59K -115 -78%
CAM
261
ClariVest Asset Management
California
$1K – – –
NG
262
NatWest Group
United Kingdom
$775 +$775 +13,166 New
Manulife (Manufacturers Life Insurance)
263
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$235 +$12 +197 +5%
FCE
264
Fiera Capital (Europe)
Cayman Islands
$140 -$259 -632 -65%
DCM
265
Decade Capital Management
New York
– -$17.1M -307,380 Closed
MCM
266
Mazama Capital Management
Oregon
– -$1.1M -19,727 Closed
GMIM
267
General Motors Investment Management
New York
– -$907K -16,265 Closed
LOAMS
268
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$410K -7,311 Closed
JG
269
Jefferies Group
New York
– -$359K -6,433 Closed
Rafferty Asset Management
270
Rafferty Asset Management
New York
– -$334K -5,979 Closed
NI
271
Numeric Investors
Massachusetts
– -$296K -5,300 Closed
SKK
272
Shepherd Kaplan Krochuk
Massachusetts
– -$269K -4,830 Closed
ASN
273
Advisory Services Network
Georgia
– -$260K -4,665 Closed
PAM
274
Princeton Alpha Management
New Jersey
– -$234K -4,204 Closed
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
– -$214K -3,833 Closed
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