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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 %
BAMCO Inc
451
BAMCO Inc
New York
$547K +$53.4K +346 +11%
ASN
452
Advisory Services Network
Georgia
$546K +$17.9K +116 +3%
SC
453
Scotia Capital
Ontario, Canada
$545K -$3.4K -22 -0.6%
JGUA
454
John G. Ullman & Associates
New York
$541K – – –
CP
455
Cumberland Partners
Ontario, Canada
$541K +$77.3K +500 +17%
BIM
456
Bridgecreek Investment Management
Oklahoma
$541K +$178K +1,150 +49%
AIC
457
Argus Investors Counsel
New York
$533K +$40K +259 +8%
GWM
458
Geneos Wealth Management
Colorado
$529K +$31.5K +204 +6%
LNC
459
Lincoln National Corp
Pennsylvania
$519K +$519K +3,358 New
FWM
460
Fairhaven Wealth Management
Illinois
$518K -$9.11K -59 -2%
HAG
461
HighPoint Advisor Group
Illinois
$515K +$4.66K +29 +0.9%
CCIA
462
Campbell & Co Investment Adviser
Maryland
$508K +$286K +1,848 +129%
GLR
463
Great Lakes Retirement
Ohio
$496K +$496K +3,233 New
PTP
464
Platform Technology Partners
New York
$491K +$491K +3,176 New
LFAS
465
Level Four Advisory Services
Texas
$489K +$37K +237 +8%
V
466
Veritable
Delaware
$488K -$5.1K -33 -1%
SAG
467
Spotlight Asset Group
Illinois
$485K +$485K +3,775 New
GLA
468
Great Lakes Advisors
Illinois
$484K +$27.6K +179 +6%
VI
469
Vestcor Inc
New Brunswick, Canada
$483K +$483K +3,129 New
SFS
470
Sowell Financial Services
Arkansas
$481K +$78.2K +506 +19%
AIP
471
Ameritas Investment Partners
Nebraska
$474K – – –
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$472K +$33.9K +219 +8%
FCA
473
FinTrust Capital Advisors
South Carolina
$468K +$4.17K +27 +0.9%
SCI
474
S&CO Inc
Massachusetts
$464K – – –
MC
475
Montag & Caldwell
Georgia
$457K +$18.2K +118 +4%
17 18
19
20 21