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IQVIA
IQV

Overview Fund Activity

696 hedge funds and large institutions have $26.6B invested in IQVIA in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 307 increasing their positions, 223 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+19
Holders Change %
+2.81%
% of All Funds
14.08%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.55%
New
73
Increased
307
Reduced
223
Closed
52
Calls
$48.8M
Puts
$79.5M
Net Calls
-$30.7M
Net Calls Change
+$6.78M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$106M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
4
Ameriprise
Ameriprise
Minnesota
+$101M
5
DZ Bank
DZ Bank
Germany
+$94.7M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$414M
2
JSP
Jackson Square Partners
California
-$233M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$163M
4
A
AustralianSuper
Australia
-$136M
5
Victory Capital Management
Victory Capital Management
Texas
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
451
Oppenheimer Asset Management
New York
$689K -$295K -1,870 -30%
BRWA
452
B. Riley Wealth Advisors
Florida
$685K +$75.8K +482 +12%
KA
453
Kintegral Advisory
New York
$665K -$21.4K -136 -3%
APWM
454
Atlas Private Wealth Management
New York
$665K – – –
SCA
455
Snowden Capital Advisors
New York
$664K +$8.67K +55 +1%
BOM
456
Bank of Marin
California
$659K -$277K -1,758 -30%
MWA
457
Meridian Wealth Advisors
Texas
$646K +$28.2K +179 +5%
QSS
458
Quantitative Systematic Strategies
Florida
$634K +$179K +1,137 +39%
VI
459
Vestcor Inc
New Brunswick, Canada
$625K +$20.3K +129 +3%
KF
460
Krilogy Financial
Missouri
$608K +$608K +3,860 New
PRC
461
Pearl River Capital
Michigan
$607K +$607K +3,852 New
FL
462
Fort LP
Maryland
$594K -$278K -1,765 -32%
DCM
463
Dimension Capital Management
Florida
$586K – – –
HAG
464
HighPoint Advisor Group
Illinois
$579K +$51.4K +299 +10%
Mackenzie Financial
465
Mackenzie Financial
Ontario, Canada
$575K +$12K +76 +2%
ACM
466
AlphaCrest Capital Management
New York
$573K -$1.13M -7,171 -66%
BBVA
467
Banco Bilbao Vizcaya Argentaria
Spain
$573K +$93.8K +596 +20%
CCB
468
Cutter & Co Brokerage
Missouri
$572K -$5.52K -35 -1%
GTAM
469
Global Trust Asset Management
Florida
$556K – – –
CC
470
Chicago Capital
Illinois
$552K +$30.4K +193 +6%
BCI
471
Brinker Capital Investments
Pennsylvania
$552K +$552K +3,503 New
FPA
472
First Pacific Advisors
California
$550K – – –
VF
473
Virtu Financial
New York
$549K +$549K +3,483 New
Susquehanna International Group
474
Susquehanna International Group
Pennsylvania
$545K +$255K +1,618 +88%
Rafferty Asset Management
475
Rafferty Asset Management
New York
$544K -$87.6K -556 -14%
17 18
19
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