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IQVIA
IQV

Overview Fund Activity

584 hedge funds and large institutions have $20.9B invested in IQVIA in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 221 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+19
Holders Change %
+3.36%
% of All Funds
13.03%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.78%
New
84
Increased
209
Reduced
221
Closed
61
Calls
$46.9M
Puts
$62.9M
Net Calls
-$15.9M
Net Calls Change
-$15.7M

Top Buyers

1
MCM
Melvin Capital Management
New York
+$160M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$137M
4
UIM
USS Investment Management
United Kingdom
+$134M
5
Boston Partners
Boston Partners
Massachusetts
+$123M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$415M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$184M
3
EC
Eminence Capital
New York
-$144M
4
FP
FPR Partners
California
-$130M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
401
Advisors Asset Management
Colorado
$411K -$70K -603 -15%
MCM
402
Maple Capital Management
Vermont
$399K -$23.2K -200 -6%
LJAC
403
L.J. Altfest & Co
New York
$398K +$398K +3,422 New
RA
404
Rational Advisors
New York
$398K +$398K +3,427 New
JGUA
405
John G. Ullman & Associates
New York
$393K – – –
WAM
406
Wealthspire Advisors (Maryland)
Maryland
$387K -$53.5K -461 -12%
AIC
407
Argus Investors Counsel
New York
$386K +$35K +301 +10%
RJT
408
Raymond James Trust
Florida
$377K +$34.2K +295 +10%
O
409
Ossiam
France
$374K +$374K +3,217 New
KRSITF
410
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$364K +$8.48K +73 +2%
VCM
411
Virtue Capital Management
Tennessee
$360K -$371K -3,195 -51%
IA
412
IFP Advisors
Florida
$353K -$40.9K -359 -10%
MCM
413
McKinley Capital Management
Alaska
$351K +$111K +956 +46%
SCI
414
S&CO Inc
Massachusetts
$349K – – –
LFAS
415
Level Four Advisory Services
Texas
$349K +$21K +181 +6%
BCM
416
Brookstone Capital Management
Illinois
$345K +$5K +43 +1%
II
417
Inspire Investing
Idaho
$345K +$67.5K +581 +24%
AIP
418
Ameritas Investment Partners
Nebraska
$342K – – –
Creative Planning
419
Creative Planning
Kansas
$340K +$13.7K +118 +4%
BAM
420
Blueshift Asset Management
New Jersey
$331K +$331K +2,847 New
GLA
421
Great Lakes Advisors
Illinois
$330K -$22.3K -192 -6%
WSCM
422
Wellington Shields Capital Management
New York
$329K – – –
FPA
423
First Pacific Advisors
California
$328K -$104K -900 -24%
KFA
424
Kelleher Financial Advisors
New York
$324K – – –
ECM
425
Everence Capital Management
Indiana
$317K – – –
15 16
17
18 19