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IQVIA
IQV

Overview Fund Activity

659 hedge funds and large institutions have $18.6B invested in IQVIA in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 250 increasing their positions, 249 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
-27
Holders Change %
-3.94%
% of All Funds
14.56%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.49%
New
82
Increased
250
Reduced
249
Closed
100
Calls
$74.1M
Puts
$66.7M
Net Calls
+$7.43M
Net Calls Change
-$222M

Top Buyers

1
LP
Longview Partners
Guernsey
+$743M
2
FCM
Farallon Capital Management
California
+$203M
3
MG
Meritage Group
California
+$162M
4
American Century Companies
American Century Companies
Missouri
+$125M
5
SCM
Suvretta Capital Management
New York
+$113M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$476M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$323M
3
GCM
Glenview Capital Management
New York
-$220M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$186M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
476
Creative Planning
Kansas
$335K -$77.1K -714 -19%
JGUA
477
John G. Ullman & Associates
New York
$334K -$43.1K -400 -11%
LFAS
478
Level Four Advisory Services
Texas
$332K -$6.16K -57 -2%
VFA
479
Valeo Financial Advisors
Indiana
$330K -$7.7K -60 -2%
Capital Fund Management (CFM)
480
Capital Fund Management (CFM)
France
$327K +$327K +3,031 New
CP
481
Cumberland Partners
Ontario, Canada
$324K -$54K -500 -14%
SCI
482
S&CO Inc
Massachusetts
$324K – – –
NFG
483
Next Financial Group
Texas
$323K -$1.07M -9,950 -77%
PI
484
PFS Investments
Georgia
$320K +$320K +2,966 New
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$319K -$10K -93 -3%
AIP
486
Ameritas Investment Partners
Nebraska
$318K -$13.6K -126 -4%
WSCM
487
Wellington Shields Capital Management
New York
$305K – – –
QCM
488
Quest Capital Management
Texas
$303K +$66.7K +618 +28%
WI
489
Wintrust Investments
Illinois
$300K +$300K +2,500 New
FSA
490
Franklin Street Advisors
North Carolina
$299K -$5.22M -48,449 -95%
ECM
491
Everence Capital Management
Indiana
$299K – – –
OWA
492
Outlook Wealth Advisors
Texas
$299K +$9.49K +88 +3%
IAA
493
Independent Advisor Alliance
North Carolina
$299K +$151K +1,400 +102%
KFA
494
Kelleher Financial Advisors
New York
$295K -$5.92K -55 -2%
GLA
495
Great Lakes Advisors
Illinois
$294K -$44.5K -412 -13%
FA
496
FDx Advisors
Illinois
$294K +$30.7K +285 +12%
SSWM
497
Smith Salley Wealth Management
North Carolina
$289K +$42K +389 +17%
V
498
Veritable
Delaware
$287K -$53.5K -497 -16%
AP
499
Advisor Partners
California
$285K +$81.2K +755 +40%
MERSOM
500
Municipal Employees' Retirement System of Michigan
Michigan
$278K – – –
18 19
20
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