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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 %
S
426
Seeyond
France
$722K – – –
II
427
Inspire Investing
Idaho
$722K +$68.6K +444 +10%
OI
428
Oakbrook Investments
Illinois
$718K -$1.72M -11,125 -71%
HF
429
HRT Financial
New York
$701K +$701K +4,538 New
OC
430
Oppenheimer & Co
New York
$686K -$135K -874 -16%
VI
431
Versor Investments
New York
$675K -$386K -2,500 -36%
Wealthfront Advisers
432
Wealthfront Advisers
California
$667K -$127K -823 -16%
KRSITF
433
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$660K -$3.71K -24 -0.6%
APWM
434
Atlas Private Wealth Management
New York
$652K +$652K +4,220 New
William Blair & Company
435
William Blair & Company
Illinois
$644K -$5.1K -33 -0.8%
MWA
436
Meridian Wealth Advisors
Texas
$640K -$18.6K -120 -3%
Capstone Investment Advisors
437
Capstone Investment Advisors
New York
$638K +$638K +4,128 New
TP
438
Tranquility Partners
Tennessee
$631K – – –
IEFM
439
IQ EQ Fund Management
Ireland
$625K +$65.8K +426 +12%
ACS
440
Archford Capital Strategies
Illinois
$621K +$618 +4 +0.1%
AA
441
ALPS Advisors
Colorado
$598K -$42.5K -275 -7%
PAM
442
Panagora Asset Management
Massachusetts
$598K – – –
KA
443
Kintegral Advisory
New York
$598K – – –
Creative Planning
444
Creative Planning
Kansas
$590K +$95.5K +618 +19%
VCM
445
Virtue Capital Management
Tennessee
$587K +$6.02K +39 +1%
BRWA
446
B. Riley Wealth Advisors
Florida
$578K -$1.69M -10,917 -74%
DCM
447
Dimension Capital Management
Florida
$574K -$3.24M -21,009 -85%
GTAM
448
Global Trust Asset Management
Florida
$569K – – –
CCB
449
Cutter & Co Brokerage
Missouri
$566K -$358K -2,317 -39%
Rockefeller Capital Management
450
Rockefeller Capital Management
New York
$559K -$9.73K -63 -2%
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