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IQVIA
IQV

Overview Fund Activity

519 hedge funds and large institutions have $18.9B invested in IQVIA in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 187 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
+48
Holders Change %
+10.19%
% of All Funds
11.79%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
102
Increased
187
Reduced
176
Closed
51
Calls
$16.1M
Puts
$11.7M
Net Calls
+$4.43M
Net Calls Change
+$4.32M

Top Buyers

1
EC
Eminence Capital
New York
+$227M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$157M
3
JP
Jana Partners
New York
+$81.1M
4
HM
HealthCor Management
New York
+$76.7M
5
BlackRock
BlackRock
New York
+$74.5M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$531M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$245M
3
BC
Brahman Capital
New York
-$134M
4
Barclays
Barclays
United Kingdom
-$128M
5
BCI
Bain Capital Investors
Massachusetts
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K – – –
SFSIG
502
San Francisco Sentry Investment Group
California
$4K – – –
CAW
503
Cornerstone Advisors (Washington)
Washington
$4K +$4K +37 New
PFBT
504
Parkside Financial Bank & Trust
Missouri
$4K +$4K +40 New
WIM
505
Westside Investment Management
California
$3.94K -$690 -7 -15%
MCM
506
Manchester Capital Management
Vermont
$3K – – –
CTC
507
Central Trust Company
Missouri
$3K – – –
VCM
508
Versant Capital Management
Arizona
$3K +$1.54K +18 +106%
TIM
509
Tortoise Investment Management
New York
$3K +$3K +30 New
LWA
510
Lowe Wealth Advisors
Maryland
$2K – – –
FFG
511
Ford Financial Group
California
$2K +$2K +30 New
TFO
512
Tarbox Family Office
California
$1K +$1K +9 New
CAPTRUST Financial Advisors
513
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +12 New
TL
514
TrueWealth LLC
Georgia
$1K +$1K +13 New
MOS
515
MGO One Seven
Ohio
$1K +$1K +14 New
PCG
516
Private Capital Group
Connecticut
$104 +$104 +7,000 New
VM
517
Valinor Management
New York
– -$75.7M -796,308 Closed
Los Angeles Capital Management
518
Los Angeles Capital Management
California
– -$23M -242,198 Closed
Credit Agricole
519
Credit Agricole
France
– -$8.38M -88,099 Closed
PAMU
520
Pictet Asset Management (UK)
United Kingdom
– -$6.98M -73,423 Closed
BG
521
Bellevue Group
Switzerland
– -$6.77M -71,170 Closed
OCM
522
Oribel Capital Management
New York
– -$6.1M -64,200 Closed
1832 Asset Management
523
1832 Asset Management
Ontario, Canada
– -$4.82M -52,310 Closed
WB
524
WesBanco Bank
West Virginia
– -$4.87M -51,175 Closed
Point72 Asset Management
525
Point72 Asset Management
Connecticut
– -$4.75M -50,000 Closed
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