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IQVIA
IQV

Overview Fund Activity

565 hedge funds and large institutions have $23.6B invested in IQVIA in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 210 increasing their positions, 186 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+52
Holders Change %
+10.14%
% of All Funds
12.94%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.71%
New
92
Increased
210
Reduced
186
Closed
35
Calls
$30M
Puts
$30.2M
Net Calls
-$238K
Net Calls Change
+$1.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
SCM
Steadfast Capital Management
New York
+$249M
3
TP
Third Point
New York
+$195M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$135M
5
MCM
Melvin Capital Management
New York
+$97.3M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$337M
2
LPC
Lone Pine Capital
Connecticut
-$223M
3
FP
FPR Partners
California
-$193M
4
Millennium Management
Millennium Management
New York
-$165M
5
FCM
Farallon Capital Management
California
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
426
Creative Planning
Kansas
$364K -$32.4K -250 -8%
TRCT
427
Tower Research Capital (TRC)
New York
$363K +$274K +2,118 +309%
KFA
428
Kelleher Financial Advisors
New York
$362K – – –
ECM
429
Everence Capital Management
Indiana
$355K – – –
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$350K -$1.17K -9 -0.3%
KP
431
Keel Point
Alabama
$350K – – –
IRF
432
IBM Retirement Fund
New York
$345K -$50.2K -387 -13%
NFG
433
Next Financial Group
Texas
$343K +$343K +2,642 New
CI
434
Conning Inc
Connecticut
$341K +$22K +170 +7%
FFA
435
First Foundation Advisors
California
$340K +$340K +2,618 New
SXL
436
Summit X LLC
Missouri
$326K +$21.8K +169 +7%
JRP
437
Jasper Ridge Partners
California
$319K +$319K +2,459 New
CIM
438
Contravisory Investment Management
Massachusetts
$317K +$317K +2,440 New
II
439
Inspire Investing
Idaho
$310K +$310K +2,390 New
GT
440
Glenmede Trust
Pennsylvania
$301K -$12.6K -97 -4%
ZCA
441
Zeke Capital Advisors
Pennsylvania
$288K – – –
V
442
Veritable
Delaware
$284K -$32.1K -248 -10%
JIP
443
Jaffetilchin Investment Partners
Florida
$282K +$282K +2,174 New
PI
444
Putnam Investments
Massachusetts
$279K -$2.46K -19 -0.9%
MCM
445
McKinley Capital Management
Alaska
$268K -$205K -1,584 -43%
AAM
446
Alphadyne Asset Management
New York
$268K +$268K +2,067 New
FSA
447
Franklin Street Advisors
North Carolina
$259K +$259K +2,000 New
LOAME
448
Lombard Odier Asset Management (Europe)
United Kingdom
$256K +$256K +1,977 New
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$255K +$255K +1,964 New
EFS
450
Essex Financial Services
Connecticut
$249K +$249K +1,920 New
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