IQV icon

IQVIA
IQV

Overview Fund Activity

505 hedge funds and large institutions have $18.7B invested in IQVIA in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 180 increasing their positions, 194 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
-14
Holders Change %
-2.7%
% of All Funds
11.59%
Holding in Top 10
24
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.69%
% of All Funds
0.55%
New
62
Increased
180
Reduced
194
Closed
69
Calls
$12.2M
Puts
$139M
Net Calls
-$126M
Net Calls Change
-$131M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$154M
2
JSP
Jackson Square Partners
California
+$132M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$54.3M
4
SC
Samlyn Capital
New York
+$39.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$33.5M

Top Sellers

1
HCM
Hitchwood Capital Management
New York
-$88.1M
2
GCM
Glenview Capital Management
New York
-$84.1M
3
JP
Jana Partners
New York
-$81.1M
4
WCM Investment Management
WCM Investment Management
California
-$80.2M
5
First Trust Advisors
First Trust Advisors
Illinois
-$74.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
376
Creative Planning
Kansas
$368K -$82.8K -844 -18%
CC
377
ClearArc Capital
Ohio
$364K +$2.16K +22 +0.6%
VCM
378
Virtue Capital Management
Tennessee
$363K +$4.12K +42 +1%
GCP
379
GSA Capital Partners
United Kingdom
$355K -$1.3M -13,241 -79%
ASN
380
Advisory Services Network
Georgia
$354K -$5.99K -61 -2%
JGUA
381
John G. Ullman & Associates
New York
$353K – – –
RCM
382
Riverhead Capital Management
Delaware
$352K +$163K +1,668 +87%
SCA
383
Snowden Capital Advisors
New York
$349K +$71.1K +725 +26%
GTAM
384
Global Trust Asset Management
Florida
$346K +$346K +3,526 New
IRF
385
IBM Retirement Fund
New York
$345K +$345K +3,515 New
SIC
386
Schwartz Investment Counsel
Michigan
$343K +$343K +3,500 New
GHCM
387
Glen Harbor Capital Management
California
$342K +$146K +1,488 +74%
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$330K -$26K -265 -7%
KRSITF
389
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$327K -$51.8K -529 -14%
BRWA
390
B. Riley Wealth Advisors
Florida
$319K +$6.77K +69 +2%
AIP
391
Ameritas Investment Partners
Nebraska
$309K – – –
CA
392
Commerzbank Aktiengesellschaft
Germany
$306K +$306K +3,122 New
SWP
393
Strategic Wealth Partners
Ohio
$305K +$305K +3,110 New
BUB
394
BBVA USA Bancshares
Texas
$303K +$45.4K +463 +18%
SCI
395
S&CO Inc
Massachusetts
$294K – – –
Group One Trading
396
Group One Trading
Illinois
$291K -$266K -2,714 -48%
DIM
397
DC Investments Management
Virginia
$288K -$106K -1,084 -27%
OPPM
398
Opus Point Partners Management
New York
$283K +$46.4K +474 +20%
Envestnet Asset Management
399
Envestnet Asset Management
Illinois
$279K -$1.22M -12,439 -81%
WSCM
400
Wellington Shields Capital Management
New York
$278K – – –
14 15
16
17 18