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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 %
Winslow Capital Management
376
Winslow Capital Management
Minnesota
$11K -$246M -3,113,085 -100%
BAM
377
Bruderman Asset Management
New York
$9K – – –
NFG
378
Next Financial Group
Texas
$8K – – –
CB
379
Community Bank
New York
$8K – – –
OC
380
Oakworth Capital
Alabama
$8K +$8K +100 New
CCA
381
Catalyst Capital Advisors
New York
$7K -$99.1K -1,303 -93%
QCG
382
Quadrant Capital Group
Ohio
$7K +$2.02K +39 +41%
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +91 New
IP
384
Intellectus Partners
California
$6K +$6K +80 New
MPWT
385
MassMutual Private Wealth & Trust
Connecticut
$5.78K +$5.78K +76 New
FQ
386
First Quadrant
California
$5K -$4.85K -66 -49%
EARNEST Partners
387
EARNEST Partners
Georgia
$5K +$5K +61 New
HCM
388
Herndon Capital Management
Georgia
$5K +$5K +64 New
AssetMark Inc
389
AssetMark Inc
California
$4K – – –
WA
390
WFG Advisors
Texas
$4K +$4K +52 New
PA
391
Parallel Advisors
California
$4K +$4K +54 New
OFW
392
Omnia Family Wealth
Florida
$4K +$4K +59 New
WIM
393
Westside Investment Management
California
$3.62K +$3.62K +47 New
WA
394
Winfield Associates
Ohio
$3K – – –
MCM
395
Manchester Capital Management
Vermont
$2K – – –
AAP
396
Arax Advisory Partners
Colorado
$2K +$2K +21 New
BIG
397
Bellwether Investment Group
Tennessee
$2K +$2K +23 New
ZB
398
Zions Bancorporation
Utah
$2K +$2K +30 New
CAM
399
ClariVest Asset Management
California
$1K – – –
HNB
400
Huntington National Bank
Ohio
$1K +$1K +15 New
14 15
16
17 18