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IQVIA
IQV

Overview Fund Activity

677 hedge funds and large institutions have $24.2B invested in IQVIA in 2020 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 251 increasing their positions, 251 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+18
Holders Change %
+2.73%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.53%
New
94
Increased
251
Reduced
251
Closed
72
Calls
$47.4M
Puts
$85M
Net Calls
-$37.5M
Net Calls Change
-$44.9M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$118M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$109M
4
KCM
Kensico Capital Management
Connecticut
+$108M
5
Citadel Advisors
Citadel Advisors
Florida
+$96.4M

Top Sellers

1
JSP
Jackson Square Partners
California
-$167M
2
GCM
Glenview Capital Management
New York
-$165M
3
Victory Capital Management
Victory Capital Management
Texas
-$135M
4
MG
Meritage Group
California
-$113M
5
Man Group
Man Group
United Kingdom
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
501
Valeo Financial Advisors
Indiana
$352K -$12.8K -90 -4%
JRP
502
Jasper Ridge Partners
California
$349K – – –
CI
503
Conning Inc
Connecticut
$349K +$19.4K +137 +6%
JGUA
504
John G. Ullman & Associates
New York
$341K -$99.5K -700 -23%
LNWWM
505
Laird Norton Wetherby Wealth Management
California
$338K -$82.4K -580 -20%
FWIA
506
Fort Washington Investment Advisors
Ohio
$327K -$34.1K -241 -9%
ETC
507
Exchange Traded Concepts
Oklahoma
$325K +$172K +1,215 +113%
P
508
Pitcairn
Pennsylvania
$321K – – –
LCP
509
Legacy Capital Partners
Wisconsin
$314K -$7.1K -50 -2%
BWA
510
BDO Wealth Advisors
Florida
$314K – – –
OAM
511
Optimal Asset Management
California
$314K +$314K +2,210 New
Mercer Global Advisors
512
Mercer Global Advisors
Colorado
$312K -$846K -5,962 -73%
LSAG
513
Lake Street Advisors Group
New Hampshire
$308K +$2.69K +19 +0.9%
EI
514
Ethic Inc
New York
$304K +$34.4K +243 +13%
TFO
515
Tarbox Family Office
California
$304K +$61.1K +431 +25%
Kayne Anderson Rudnick Investment Management
516
Kayne Anderson Rudnick Investment Management
California
$298K – – –
NFC
517
Northeast Financial Consultants
Connecticut
$295K – – –
UCFA
518
United Capital Financial Advisors
Texas
$291K -$172K -1,215 -37%
FB
519
Fulton Bank
Pennsylvania
$291K +$291K +2,051 New
EAMA
520
EFG Asset Management (Americas)
Florida
$291K +$291K +2,053 New
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$280K -$3.43M -24,228 -92%
AWM
522
Aprio Wealth Management
Georgia
$280K -$28.4K -200 -9%
VWA
523
V Wealth Advisors
Kansas
$276K -$42.6K -300 -13%
PWP
524
Principle Wealth Partners
Connecticut
$272K – – –
TCM
525
TimesSquare Capital Management
New York
$271K +$271K +1,910 New
19 20
21
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