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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 %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.03K -8 -8%
CHP
527
Cable Hill Partners
Oregon
$11K -$16.4K -127 -60%
SFM
528
Signet Financial Management
New Jersey
$11K – – –
MA
529
MUFG Americas
New York
$11K – – –
CIA
530
CSat Investment Advisory
Michigan
$10K -$3.92K -31 -28%
FHA
531
Flagship Harbor Advisors
Massachusetts
$10K – – –
SFSIG
532
San Francisco Sentry Investment Group
California
$9K +$4.18K +33 +87%
BWL
533
Bogart Wealth LLC
Virginia
$8K -$169K -1,248 -95%
EARNEST Partners
534
EARNEST Partners
Georgia
$8K – – –
ZB
535
Zions Bancorporation
Utah
$8K +$3.93K +29 +97%
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$7.4K +$7.4K +57 New
PFBT
537
Parkside Financial Bank & Trust
Missouri
$7K – – –
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$7K +$389 +3 +6%
SBL
539
Sargent Bickham Lagudis
Colorado
$6K +$6K +46 New
AssetMark Inc
540
AssetMark Inc
California
$5K – – –
BCI
541
Brinker Capital Investments
Pennsylvania
$5K +$5K +36 New
PFGIA
542
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +38 New
WPA
543
West Paces Advisors
Georgia
$4.8K – – –
WIM
544
Westside Investment Management
California
$4.55K – – –
AF
545
Advisornet Financial
Minnesota
$4K -$13.9K -118 -78%
CTC
546
Central Trust Company
Missouri
$4K -$2.67K -20 -40%
MCM
547
Manchester Capital Management
Vermont
$4K – – –
TIM
548
Tortoise Investment Management
New York
$4K – – –
GWS
549
Glassman Wealth Services
Virginia
$4K – – –
CAG
550
Csenge Advisory Group
Florida
$4K +$4K +37 New
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