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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 %
BCM
451
Blume Capital Management
California
$29K -$9.67K -100 -25%
AIM
452
Arcadia Investment Management
Michigan
$29K +$29K +300 New
OSAM
453
O'Shaughnessy Asset Management
Connecticut
$27K +$26.6K +274 +6,850%
Nomura Holdings
454
Nomura Holdings
Japan
$26.5K +$25.4K +258,248 +2,348%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$25K – – –
OIA
456
Optimum Investment Advisors
Illinois
$25K +$25K +252 New
FAM
457
Fred Alger Management
New York
$23K – – –
LJHT
458
Laurie J. Hall Trustee
$23K – – –
OC
459
Oakworth Capital
Alabama
$23K +$23K +236 New
IWM
460
IHT Wealth Management
Illinois
$22K -$476 -5 -2%
S
461
SignatureFD
Georgia
$21K +$21K +213 New
CHP
462
Cable Hill Partners
Oregon
$20K – – –
CJA
463
C-J Advisory
California
$18K – – –
CCA
464
Catalyst Capital Advisors
New York
$17K +$9.88K +100 +139%
IIC
465
Integrated Investment Consultants
Michigan
$17K +$17K +173 New
QCG
466
Quadrant Capital Group
Ohio
$16K -$239 -3 -1%
Fifth Third Bancorp
467
Fifth Third Bancorp
Ohio
$14K -$34.5K -345 -71%
WA
468
WealthTrust-Arizona
Arizona
$14K – – –
KA
469
Kaizen Advisory
Illinois
$14K – – –
RFC
470
Regions Financial Corp
Alabama
$14K +$14K +140 New
PA
471
Parallel Advisors
California
$13K – – –
CB
472
Community Bank
New York
$10K – – –
CAW
473
Cornerstone Advisors (Washington)
Washington
$10K +$6.51K +69 +186%
PFA
474
Pathway Financial Advisors
Vermont
$9K – – –
SFM
475
Signet Financial Management
New Jersey
$9K +$9K +87 New
17 18
19
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