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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 %
PHK
426
Point72 Hong Kong
Hong Kong
$124K +$124K +1,262 New
WEC
427
Winslow Evans & Crocker
Massachusetts
$124K – – –
BWL
428
Bogart Wealth LLC
Virginia
$117K +$24K +247 +26%
GWM
429
Geneos Wealth Management
Colorado
$116K +$15.9K +162 +16%
CAPTRUST Financial Advisors
430
CAPTRUST Financial Advisors
North Carolina
$107K +$106K +1,106 +9,217%
PCG
431
Private Capital Group
Connecticut
$104K -$582K -5,939 -85%
Parallax Volatility Advisers
432
Parallax Volatility Advisers
California
$92K -$242K -2,464 -72%
PCP
433
Proficio Capital Partners
Massachusetts
$88K -$491 -5 -0.6%
EMG
434
ETF Managers Group
New Jersey
$83K +$10.3K +108 +14%
SFG
435
SevenBridge Financial Group
Pennsylvania
$74K +$74K +750 New
ST
436
Smithfield Trust
Pennsylvania
$62K +$12.1K +124 +24%
CAL
437
Capital Analysts LLC
Pennsylvania
$60K – – –
HL
438
Harding Loevner
New Jersey
$57K – – –
CIP
439
Convergence Investment Partners
Florida
$52K +$52K +533 New
RCAG
440
Rehmann Capital Advisory Group
Michigan
$49K +$49K +500 New
DSI
441
Daiwa SB Investments
Japan
$42K -$7.89K -80 -16%
TCOV
442
Trust Company of Vermont
Vermont
$39K -$29.3K -300 -43%
SWM
443
SeaCrest Wealth Management
New York
$36K – – –
SWP
444
Stratos Wealth Partners
Ohio
$36K +$36K +366 New
NSIM
445
North Star Investment Management
Illinois
$36K +$36K +367 New
FCAG
446
First Capital Advisors Group
New Jersey
$35K +$35K +359 New
APA
447
American Portfolios Advisors
New York
$34.9K +$22.6K +230 +183%
GLI
448
Guardian Life Insurance
New York
$33K -$15.3K -155 -32%
PMFA
449
Plante Moran Financial Advisors
Michigan
$30K – – –
AIS
450
AlphaOne Investment Services
Pennsylvania
$30K +$30K +302 New
16 17
18
19 20