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IQVIA
IQV

Overview Fund Activity

696 hedge funds and large institutions have $26.6B invested in IQVIA in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 307 increasing their positions, 223 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+19
Holders Change %
+2.81%
% of All Funds
14.08%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.55%
New
73
Increased
307
Reduced
223
Closed
52
Calls
$48.8M
Puts
$79.5M
Net Calls
-$30.7M
Net Calls Change
+$6.78M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$106M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
4
Ameriprise
Ameriprise
Minnesota
+$101M
5
DZ Bank
DZ Bank
Germany
+$94.7M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$414M
2
JSP
Jackson Square Partners
California
-$233M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$163M
4
A
AustralianSuper
Australia
-$136M
5
Victory Capital Management
Victory Capital Management
Texas
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIP
376
Harrell Investment Partners
Texas
$1.51M -$38K -241 -2%
CAM
377
Carret Asset Management
New York
$1.5M – – –
SFA
378
Semmax Financial Advisors
North Carolina
$1.5M +$112K +713 +8%
AWM
379
AE Wealth Management
Kansas
$1.49M +$162K +1,028 +12%
SG Americas Securities
380
SG Americas Securities
New York
$1.48M -$6.76M -42,889 -82%
Axa
381
Axa
France
$1.46M – – –
LWS
382
Lucia Wealth Services
California
$1.39M +$293K +1,860 +27%
NMIMC
383
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M – – –
PP
384
Paloma Partners
Connecticut
$1.34M +$558K +3,542 +71%
AIM
385
Artemis Investment Management
United Kingdom
$1.34M -$15.9K -101 -1%
OLA
386
Oliver Luxxe Assets
New Jersey
$1.32M +$2.36K +15 +0.2%
GWM
387
Geneos Wealth Management
Colorado
$1.31M -$39.5K -260 -3%
GRP
388
Global Retirement Partners
California
$1.31M -$4.41K -28 -0.3%
SAM
389
Shell Asset Management
Netherlands
$1.31M -$3.31K -21 -0.3%
SS
390
Simplicity Solutions
Minnesota
$1.3M +$168K +1,066 +15%
Parallax Volatility Advisers
391
Parallax Volatility Advisers
California
$1.3M +$1.3M +8,223 New
NA
392
NewEdge Advisors
Louisiana
$1.29M +$97.4K +618 +8%
AF
393
Alerus Financial
North Dakota
$1.28M +$430K +2,727 +50%
TEC
394
Tiger Eye Capital
Tennessee
$1.26M – – –
PAG
395
Private Advisor Group
New Jersey
$1.25M +$90.3K +573 +8%
CIP
396
Chartwell Investment Partners
Pennsylvania
$1.24M – – –
SAS
397
Stelac Advisory Services
New York
$1.23M +$697K +4,419 +131%
RCA
398
Rowland Carmichael Advisors
Arizona
$1.22M -$518K -3,289 -30%
DTL
399
Dynamic Technology Lab
Singapore
$1.22M +$1.22M +7,734 New
B
400
Barings
North Carolina
$1.21M +$3.63K +23 +0.3%
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16
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