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IQVIA
IQV

Overview Fund Activity

565 hedge funds and large institutions have $23.6B invested in IQVIA in 2018 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 210 increasing their positions, 186 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
565
Holders Change
+52
Holders Change %
+10.14%
% of All Funds
12.94%
Holding in Top 10
31
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+40.91%
% of All Funds
0.71%
New
92
Increased
210
Reduced
186
Closed
35
Calls
$30M
Puts
$30.2M
Net Calls
-$238K
Net Calls Change
+$1.88M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$332M
2
SCM
Steadfast Capital Management
New York
+$249M
3
TP
Third Point
New York
+$195M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$135M
5
MCM
Melvin Capital Management
New York
+$97.3M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$337M
2
LPC
Lone Pine Capital
Connecticut
-$223M
3
FP
FPR Partners
California
-$193M
4
Millennium Management
Millennium Management
New York
-$165M
5
FCM
Farallon Capital Management
California
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
501
Kaizen Advisory
Illinois
$44K – – –
WSTAM
502
Wilbanks Smith & Thomas Asset Management
Virginia
$42K +$42K +327 New
PMFA
503
Plante Moran Financial Advisors
Michigan
$40K – – –
BCM
504
Blume Capital Management
California
$39K – – –
KL
505
KWMG LLC
Kansas
$38K +$27.5K +212 +262%
ACA
506
Atlas Capital Advisors
Wyoming
$37.8K – – –
BBHC
507
Brown Brothers Harriman & Co
New York
$36K +$36K +275 New
RFC
508
Regions Financial Corp
Alabama
$34K +$14.4K +110 +73%
OIA
509
Optimum Investment Advisors
Illinois
$33K – – –
BFEC
510
Benjamin F. Edwards & Company
Missouri
$33K +$1.02K +8 +3%
OC
511
Oakworth Capital
Alabama
$31K – – –
LJHT
512
Laurie J. Hall Trustee
$30K – – –
S
513
SignatureFD
Georgia
$30K – – –
CAW
514
Cornerstone Advisors (Washington)
Washington
$29K -$9.05K -69 -24%
CJA
515
C-J Advisory
California
$24K – – –
QCG
516
Quadrant Capital Group
Ohio
$24K – – –
FANJ
517
Financial Architects (New Jersey)
New Jersey
$24K +$24K +187 New
Fifth Third Bancorp
518
Fifth Third Bancorp
Ohio
$23K -$20K -156 -47%
KJWM
519
Kiley Juergens Wealth Management
Washington
$19K – – –
CFGS
520
Concourse Financial Group Securities
Alabama
$19K +$19K +149 New
TCOV
521
Trust Company of Vermont
Vermont
$18K – – –
WA
522
WealthTrust-Arizona
Arizona
$18K +$900 +7 +5%
EFSCE
523
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
CB
524
Community Bank
New York
$13K – – –
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$13K +$2.55K +20 +24%
19 20
21
22 23