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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 %
ASN
476
Advisory Services Network
Georgia
$544K +$3.47K +22 +0.6%
BIM
477
Baldwin Investment Management
Pennsylvania
$540K +$540K +3,425 New
LNC
478
Lincoln National Corp
Pennsylvania
$531K +$4.73K +30 +0.9%
IEFM
479
IQ EQ Fund Management
Ireland
$518K -$26.9K -171 -5%
AFM
480
Andesa Financial Management
Pennsylvania
$517K +$260K +1,652 +101%
SSWM
481
Smith Salley Wealth Management
North Carolina
$512K +$12K +76 +2%
IG
482
ING Group
Netherlands
$511K +$511K +3,243 New
Walleye Trading
483
Walleye Trading
New York
$510K -$1.73M -11,008 -77%
SAG
484
Spotlight Asset Group
Illinois
$507K -$61.6K -391 -11%
Northwestern Mutual Wealth Management
485
Northwestern Mutual Wealth Management
Wisconsin
$502K -$9.46K -60 -2%
PCM
486
Peregrine Capital Management
Minnesota
$500K +$500K +3,170 New
TCM
487
Teza Capital Management
Illinois
$481K +$481K +3,053 New
DIA
488
Dana Investment Advisors
Wisconsin
$479K – – –
SCI
489
S&CO Inc
Massachusetts
$473K – – –
TCBWMS
490
Texas Capital Bank Wealth Management Services
Texas
$473K +$473K +3,000 New
AIP
491
Ameritas Investment Partners
Nebraska
$461K -$2.84K -18 -0.6%
AP
492
Advisor Partners
California
$461K +$2.53K +16 +0.6%
BG
493
Bellevue Group
Switzerland
$457K – – –
WSCM
494
Wellington Shields Capital Management
New York
$446K – – –
QCM
495
Quest Capital Management
Texas
$446K +$18.4K +117 +4%
Two Sigma Advisers
496
Two Sigma Advisers
New York
$441K -$14.6M -93,000 -97%
SP
497
Symmetry Partners
Connecticut
$441K +$441K +2,795 New
HighTower Advisors
498
HighTower Advisors
Illinois
$438K +$438K +2,755 New
KFA
499
Kelleher Financial Advisors
New York
$431K – – –
VCM
500
Virtue Capital Management
Tennessee
$424K -$37.7K -239 -8%
18 19
20
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