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IQVIA
IQV

Overview Fund Activity

513 hedge funds and large institutions have $18.5B invested in IQVIA in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 224 increasing their positions, 180 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+8
Holders Change %
+1.58%
% of All Funds
11.76%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.5%
New
50
Increased
224
Reduced
180
Closed
40
Calls
$14.3M
Puts
$16.4M
Net Calls
-$2.12M
Net Calls Change
+$124M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$175M
2
Millennium Management
Millennium Management
New York
+$115M
3
First Trust Advisors
First Trust Advisors
Illinois
+$99.1M
4
FCM
Farallon Capital Management
California
+$93M
5
MWNA
Marshall Wace North America
New York
+$83.1M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$670M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$309M
3
GCM
Glenview Capital Management
New York
-$176M
4
BCI
Bain Capital Investors
Massachusetts
-$158M
5
DCM
Discovery Capital Management
Connecticut
-$63.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
426
Quad-Cities Investment Group
Iowa
$140K +$140K +1,400 New
BWL
427
Bogart Wealth LLC
Virginia
$130K +$10.1K +102 +8%
GWM
428
Geneos Wealth Management
Colorado
$130K +$12.3K +124 +10%
VFA
429
Valeo Financial Advisors
Indiana
$125K -$46.6K -384 -27%
FL
430
Fort LP
Maryland
$118K +$118K +1,186 New
TA
431
Townsend & Associates
Colorado
$117K +$117K +1,174 New
CAPTRUST Financial Advisors
432
CAPTRUST Financial Advisors
North Carolina
$113K +$1.79K +18 +2%
CG
433
Cutler Group
California
$109K +$109K +1,100 New
WEC
434
Winslow Evans & Crocker
Massachusetts
$106K -$21.2K -210 -17%
SWP
435
Strategic Wealth Partners
Ohio
$96K -$213K -2,144 -69%
PCG
436
Private Capital Group
Connecticut
$95K -$10.1K -102 -10%
PCP
437
Proficio Capital Partners
Massachusetts
$69K -$20.7K -207 -23%
TRCT
438
Tower Research Capital (TRC)
New York
$68K -$316K -3,183 -82%
SQA
439
Simon Quick Advisors
New Jersey
$63K +$63K +634 New
ST
440
Smithfield Trust
Pennsylvania
$61K -$3.02K -30 -5%
CAL
441
Capital Analysts LLC
Pennsylvania
$61K – – –
HL
442
Harding Loevner
New Jersey
$58K – – –
RCAG
443
Rehmann Capital Advisory Group
Michigan
$49.6K -$299 -3 -0.6%
DSI
444
Daiwa SB Investments
Japan
$47K +$4.03K +40 +9%
FGAM
445
Financial Gravity Asset Management
Texas
$47K +$47K +390 New
MIFH
446
Migdal Insurance & Financial Holdings
Israel
$42K +$40.7K +404 +3,108%
GLI
447
Guardian Life Insurance
New York
$40K +$6.16K +61 +18%
PA
448
Parallel Advisors
California
$40K +$26.7K +270 +201%
SLF
449
Sun Life Financial
Ontario, Canada
$39K +$32.5K +324 +498%
AW
450
Alpha Windward
Massachusetts
$39K +$39K +390 New
16 17
18
19 20