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IQVIA
IQV

Overview Fund Activity

686 hedge funds and large institutions have $26.6B invested in IQVIA in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 228 increasing their positions, 248 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+20
Holders Change %
+3%
% of All Funds
13.55%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.51%
New
103
Increased
228
Reduced
248
Closed
69
Calls
$296M
Puts
$66.3M
Net Calls
+$230M
Net Calls Change
+$233M

Top Buyers

1
A
AustralianSuper
Australia
+$178M
2
Goldman Sachs
Goldman Sachs
New York
+$176M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$145M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$124M
5
Bessemer Group
Bessemer Group
New Jersey
+$110M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$218M
2
ECU
Egerton Capital (UK)
United Kingdom
-$214M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$207M
4
SCM
Suvretta Capital Management
New York
-$123M
5
FCM
Farallon Capital Management
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
401
BBVA USA Bancshares
Texas
$977K +$19.8K +128 +2%
CWG
402
Cornerstone Wealth Group
North Carolina
$942K +$942K +6,095 New
CTA
403
Chesley Taft & Associates
Illinois
$932K -$15.5K -100 -2%
NA
404
NewEdge Advisors
Louisiana
$921K -$194K -1,255 -17%
LIA
405
LS Investment Advisors
Michigan
$921K +$3.71K +24 +0.4%
RJT
406
Raymond James Trust
Florida
$916K +$80.2K +519 +10%
NSAM
407
North Star Asset Management
Wisconsin
$913K – – –
EMG
408
ETF Managers Group
New Jersey
$912K +$360K +2,348 +65%
LOIM
409
Liberty One Investment Management
Illinois
$902K +$902K +5,835 New
BS
410
Bessemer Securities
New York
$873K +$456K +2,950 +109%
BCV
411
Banque Cantonale Vaudoise
Switzerland
$871K +$871K +5,638 New
RIM
412
Rampart Investment Management
Connecticut
$848K -$24.6K -159 -3%
Tudor Investment Corp
413
Tudor Investment Corp
Connecticut
$842K +$842K +5,448 New
AF
414
Alerus Financial
North Dakota
$829K +$829K +5,366 New
BOM
415
Bank of Marin
California
$815K +$815K +5,274 New
OWD
416
Osborn Williams & Donohoe
Ohio
$810K +$810K +5,240 New
UCFA
417
United Capital Financial Advisors
Texas
$797K +$140K +904 +21%
BCM
418
Brookstone Capital Management
Illinois
$792K +$90.4K +585 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
419
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$782K -$711K -4,604 -48%
Rafferty Asset Management
420
Rafferty Asset Management
New York
$750K +$750K +4,852 New
ACM
421
ADI Capital Management
New York
$748K -$77.2K -500 -9%
LWANC
422
Laurel Wealth Advisors (North Carolina)
North Carolina
$748K – – –
BFG
423
Beacon Financial Group
Texas
$737K – – –
CIP
424
Chartwell Investment Partners
Pennsylvania
$736K – – –
CI
425
Cigna Investments
Connecticut
$734K -$89.1K -574 -11%
15 16
17
18 19