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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 %
GLA
501
Great Lakes Advisors
Illinois
$413K +$1.26K +8 +0.3%
V
502
Veritable
Delaware
$410K -$1.58K -10 -0.4%
FAAS
503
First Allied Advisory Services
California
$402K -$13.7K -87 -3%
CI
504
Conning Inc
Connecticut
$396K +$7.88K +50 +2%
EAMA
505
EFG Asset Management (Americas)
Florida
$389K +$65.4K +415 +20%
ZB
506
Zions Bancorporation
Utah
$389K +$108K +684 +38%
JRP
507
Jasper Ridge Partners
California
$388K – – –
Creative Planning
508
Creative Planning
Kansas
$379K -$39.7K -252 -9%
FB
509
Fulton Bank
Pennsylvania
$378K +$54.3K +344 +17%
EI
510
Ethic Inc
New York
$368K +$29.8K +189 +9%
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$365K -$9.77K -62 -3%
FWIA
512
Fort Washington Investment Advisors
Ohio
$364K – – –
OPS
513
Orion Portfolio Solutions
Nebraska
$354K +$280K +1,777 +379%
P
514
Pitcairn
Pennsylvania
$350K -$6.78K -43 -2%
LFAS
515
Level Four Advisory Services
Texas
$347K -$104K -662 -23%
JGUA
516
John G. Ullman & Associates
New York
$347K -$31.5K -200 -8%
WP
517
WealthShield Partners
North Carolina
$346K +$346K +2,192 New
BWA
518
BDO Wealth Advisors
Florida
$342K -$6.77K -43 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
519
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$341K -$252K -1,600 -43%
Mercer Global Advisors
520
Mercer Global Advisors
Colorado
$339K -$7.89K -50 -2%
CW
521
CreativeOne Wealth
Kansas
$339K +$339K +2,146 New
FC
522
FORA Capital
Florida
$335K -$87.8K -558 -21%
NFC
523
Northeast Financial Consultants
Connecticut
$328K – – –
TCM
524
TimesSquare Capital Management
New York
$323K +$22.1K +140 +7%
UCFA
525
United Capital Financial Advisors
Texas
$321K -$2.36K -15 -0.7%
19 20
21
22 23