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IQVIA
IQV

Overview Fund Activity

402 hedge funds and large institutions have $16.7B invested in IQVIA in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 168 increasing their positions, 102 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
402
Holders Change
+60
Holders Change %
+17.54%
% of All Funds
10.07%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.4%
New
110
Increased
168
Reduced
102
Closed
43
Calls
$41.1M
Puts
$1.18M
Net Calls
+$39.9M
Net Calls Change
+$21.5M

Top Buyers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$3.23B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$1.36B
3
LP
Longview Partners
Guernsey
+$644M
4
LGP
Leonard Green & Partners
California
+$558M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$340M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$246M
2
Capital World Investors
Capital World Investors
California
-$178M
3
Lazard Asset Management
Lazard Asset Management
New York
-$162M
4
AA
AQR Arbitrage
Connecticut
-$68.4M
5
JIM
Jupiter Investment Management
United Kingdom
-$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEI
351
Northwest & Ethical Investments
Ontario, Canada
$58.3K +$58.3K +766 New
BTIS
352
BB&T Investment Services
North Carolina
$58K +$58K +751 New
BL
353
Balentine LLC
Georgia
$53K – – –
IA
354
IFP Advisors
Florida
$47K +$532 +7 +1%
DSI
355
Daiwa SB Investments
Japan
$41K +$41K +536 New
AIM
356
Assured Investment Management
New York
$40K -$74K -973 -65%
CPA
357
Clear Perspective Advisors
Illinois
$34K +$34K +450 New
TCOV
358
Trust Company of Vermont
Vermont
$30K +$30K +400 New
HCC
359
Hirtle Callaghan & Co
Pennsylvania
$28K -$16.1K -212 -37%
MFS
360
MSI Financial Services
Massachusetts
$27K +$2.7K +35 +11%
IWM
361
IHT Wealth Management
Illinois
$27K +$27K +357 New
PCP
362
Proficio Capital Partners
Massachusetts
$25K +$23.9K +315 +2,100%
AIM
363
Arcadia Investment Management
Michigan
$23K – – –
PMFA
364
Plante Moran Financial Advisors
Michigan
$23K – – –
BFEC
365
Benjamin F. Edwards & Company
Missouri
$23K – – –
Loomis, Sayles & Company
366
Loomis, Sayles & Company
Massachusetts
$23K +$23K +302 New
TRCT
367
Tower Research Capital (TRC)
New York
$19K +$19K +250 New
SAM
368
Shamrock Asset Management
Texas
$18K – – –
IPC
369
Independent Portfolio Consultants
Florida
$18K +$6.94K +91 +63%
CAL
370
Capital Analysts LLC
Pennsylvania
$15K +$15K +192 New
MWM
371
MinichMacGregor Wealth Management
New York
$14K +$14K +188 New
WA
372
WealthTrust-Arizona
Arizona
$13K +$13K +167 New
IDBONY
373
Israel Discount Bank of New York
New York
$13K +$13K +170 New
KT
374
Kanaly Trust
Texas
$12K – – –
CS
375
Credential Securities
$11.6K -$9.2K -121 -44%
13 14
15
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