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IQVIA
IQV

Overview Fund Activity

471 hedge funds and large institutions have $19.1B invested in IQVIA in 2017 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 160 increasing their positions, 141 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
+74
Holders Change %
+18.64%
% of All Funds
11.76%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.57%
New
113
Increased
160
Reduced
141
Closed
33
Calls
$9.33M
Puts
$9.22M
Net Calls
+$113K
Net Calls Change
-$1.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$322M
2
State Street
State Street
Massachusetts
+$305M
3
BlackRock
BlackRock
New York
+$211M
4
Barclays
Barclays
United Kingdom
+$135M
5
EC
Eminence Capital
New York
+$113M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$822M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$379M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$249M
4
BCI
Bain Capital Investors
Massachusetts
-$194M
5
LGP
Leonard Green & Partners
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
401
Americafirst Capital Management
California
$126K +$126K +1,328 New
WEC
402
Winslow Evans & Crocker
Massachusetts
$124K -$64.2K -675 -34%
VFA
403
Valeo Financial Advisors
Indiana
$122K +$122K +1,280 New
BL
404
Balentine LLC
Georgia
$114K +$47.5K +500 +71%
SLF
405
Sun Life Financial
Ontario, Canada
$106K +$106K +1,110 New
NEI
406
Northwest & Ethical Investments
Ontario, Canada
$101K – – –
BWL
407
Bogart Wealth LLC
Virginia
$87K +$87K +908 New
PCP
408
Proficio Capital Partners
Massachusetts
$84K -$474 -5 -0.6%
CS
409
Credential Securities
$77.6K +$17.1K +180 +28%
ZB
410
Zions Bancorporation
Utah
$74K +$74K +776 New
EMG
411
ETF Managers Group
New Jersey
$62K +$5.5K +58 +10%
CAL
412
Capital Analysts LLC
Pennsylvania
$58K – – –
VIA
413
Virtus Investment Advisers
Connecticut
$58K +$58K +615 New
AIM
414
Assured Investment Management
New York
$50K – – –
DSI
415
Daiwa SB Investments
Japan
$48K +$9.49K +100 +25%
TCOV
416
Trust Company of Vermont
Vermont
$38K – – –
BCM
417
Blume Capital Management
California
$38K +$38K +400 New
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$37.8K +$37.8K +398 New
GT
419
Greenleaf Trust
Michigan
$32K +$32K +332 New
SPIA
420
Steward Partners Investment Advisory
New York
$31K -$1.86K -20 -6%
GLI
421
Guardian Life Insurance
New York
$31K +$31K +327 New
HNB
422
Huntington National Bank
Ohio
$30K +$25.2K +262 +524%
TRCT
423
Tower Research Capital (TRC)
New York
$30K +$30K +315 New
AIM
424
Arcadia Investment Management
Michigan
$29K – – –
PMFA
425
Plante Moran Financial Advisors
Michigan
$29K – – –
15 16
17
18 19