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 %
KFA
401
Kelleher Financial Advisors
New York
$273K +$273K +2,790 New
ECM
402
Everence Capital Management
Indiana
$269K – – –
KP
403
Keel Point
Alabama
$264K -$98K -1,000 -27%
BCM
404
Brookstone Capital Management
Illinois
$261K +$2.26K +23 +0.9%
KCM
405
Kendall Capital Management
Maryland
$244K +$19.6K +200 +9%
V
406
Veritable
Delaware
$242K +$242K +2,463 New
RJT
407
Raymond James Trust
Florida
$241K +$2.35K +24 +1%
SPIA
408
Steward Partners Investment Advisory
New York
$241K +$199K +2,027 +471%
SL
409
Signition LP
New York
$236K +$236K +2,404 New
Holocene Advisors
410
Holocene Advisors
New York
$236K +$236K +2,404 New
CI
411
Conning Inc
Connecticut
$234K – – –
SXL
412
Summit X LLC
Missouri
$221K +$221K +2,255 New
PI
413
Putnam Investments
Massachusetts
$213K – – –
QSS
414
Quantitative Systematic Strategies
Florida
$212K -$44.8K -456 -17%
GCA
415
Gideon Capital Advisors
New York
$211K +$211K +2,155 New
LS
416
Livforsakringsbolaget Skandia
Sweden
$209K – – –
QAM
417
Quantres Asset Management
Cayman Islands
$206K -$1.21M -12,300 -85%
IA
418
IFP Advisors
Florida
$200K – – –
TG
419
TLP Group
Illinois
$200K +$187K +1,905 +1,477%
TAM
420
Tiverton Asset Management
Delaware
$193K +$6.38K +65 +3%
NEI
421
Northwest & Ethical Investments
Ontario, Canada
$183K +$49.1K +500 +37%
MAM
422
Meeder Asset Management
Ohio
$153K -$113K -1,158 -43%
Qube Research & Technologies (QRT)
423
Qube Research & Technologies (QRT)
United Kingdom
$143K +$143K +1,458 New
VFA
424
Valeo Financial Advisors
Indiana
$139K -$31.8K -323 -19%
CBOA
425
Commonwealth Bank of Australia
Australia
$128K -$24.4K -250 -16%
15 16
17
18 19