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IQVIA
IQV

Overview Fund Activity

651 hedge funds and large institutions have $28.6B invested in IQVIA in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 270 increasing their positions, 218 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
14.16%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
78
Increased
270
Reduced
218
Closed
62
Calls
$131M
Puts
$48M
Net Calls
+$83.2M
Net Calls Change
+$82.8M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
$340M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$250M
3
ECU
Egerton Capital (UK)
United Kingdom
$224M
4
BlackRock
BlackRock
New York
$2.16B
5
PI
Putnam Investments
Massachusetts
$126M

Top Sellers

1
LP
Longview Partners
Guernsey
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$59.4M
3
LPC
Lone Pine Capital
Connecticut
$995M
4
Morgan Stanley
Morgan Stanley
New York
$328M
5
MCM
Melvin Capital Management
New York
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
McKinley Capital Management
Alaska
$334K -$108K -673 -24%
WEC
502
Winslow Evans & Crocker
Massachusetts
$330K – – –
VFA
503
Valeo Financial Advisors
Indiana
$330K +$62.3K +387 +23%
CG
504
Caprock Group
Idaho
$328K +$328K +2,041 New
OPPM
505
Opus Point Partners Management
New York
$319K – – –
LOAME
506
Lombard Odier Asset Management (Europe)
United Kingdom
$318K – – –
SPC
507
Sigma Planning Corp
Michigan
$317K -$341K -2,123 -52%
KCM
508
Kendall Capital Management
Maryland
$316K -$150K -930 -32%
SSWM
509
Smith Salley Wealth Management
North Carolina
$311K +$22K +137 +8%
LS
510
Livforsakringsbolaget Skandia
Sweden
$311K +$80.4K +500 +35%
PWP
511
Principle Wealth Partners
Connecticut
$309K – – –
BAMCO Inc
512
BAMCO Inc
New York
$303K +$303K +1,882 New
FGAM
513
Financial Gravity Asset Management
Texas
$299K +$223K +1,384 +293%
PP
514
Paloma Partners
Connecticut
$299K +$299K +1,856 New
Wolverine Trading
515
Wolverine Trading
Illinois
$299K +$299K +1,859 New
BPA
516
Beacon Pointe Advisors
California
$290K – – –
GT
517
Greenleaf Trust
Michigan
$290K +$11.3K +70 +4%
BCM
518
BlueCrest Capital Management
Jersey
$290K +$290K +1,800 New
AFM
519
Andesa Financial Management
Pennsylvania
$284K -$261K -1,624 -48%
Mariner
520
Mariner
Kansas
$284K +$11.1K +69 +4%
BPC
521
Banque Pictet & Cie
Switzerland
$282K +$282K +1,750 New
CC
522
Chicago Capital
Illinois
$274K – – –
KP
523
Keel Point
Alabama
$273K – – –
CCA
524
Checchi Capital Advisers
California
$272K – – –
CTC
525
Central Trust Company
Missouri
$271K +$155K +975 +134%
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