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IQVIA
IQV

Overview Fund Activity

584 hedge funds and large institutions have $20.9B invested in IQVIA in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 221 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+19
Holders Change %
+3.36%
% of All Funds
13.03%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.78%
New
84
Increased
209
Reduced
221
Closed
61
Calls
$46.9M
Puts
$62.9M
Net Calls
-$15.9M
Net Calls Change
-$15.7M

Top Buyers

1
MCM
Melvin Capital Management
New York
+$160M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$137M
4
UIM
USS Investment Management
United Kingdom
+$134M
5
Boston Partners
Boston Partners
Massachusetts
+$123M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$415M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$184M
3
EC
Eminence Capital
New York
-$144M
4
FP
FPR Partners
California
-$130M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
526
Prestige Wealth Management Group
New Jersey
$13K +$13K +115 New
HL
527
Harding Loevner
New Jersey
$12K -$57.6K -480 -83%
EFSCE
528
Enterprise Financial Services Corp (EFSC)
Missouri
$12K – – –
CB
529
Community Bank
New York
$12K – – –
WAP
530
Wealthcare Advisory Partners
Pennsylvania
$12K – – –
PRC
531
Pearl River Capital
Michigan
$12K +$12K +100 New
BOPW
532
Brandywine Oak Private Wealth
Pennsylvania
$11K +$11K +100 New
MA
533
MUFG Americas
New York
$10K – – –
CHP
534
Cable Hill Partners
Oregon
$10K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$10K +$2.99K +26 +43%
LPWM
536
Lake Point Wealth Management
Texas
$10K +$10K +86 New
PAMU
537
Pictet Asset Management (UK)
United Kingdom
$9.55K -$372 -3,200 -4%
TCOV
538
Trust Company of Vermont
Vermont
$9K -$7.11K -60 -44%
FHA
539
Flagship Harbor Advisors
Massachusetts
$9K – – –
SFSIG
540
San Francisco Sentry Investment Group
California
$8K +$111 +1 +1%
ZB
541
Zions Bancorporation
Utah
$8K +$1.06K +9 +15%
BWL
542
Bogart Wealth LLC
Virginia
$8K +$1.26K +11 +19%
CAPTRUST Financial Advisors
543
CAPTRUST Financial Advisors
North Carolina
$8K +$6.03K +55 +306%
WANY
544
Wealthspire Advisors (New York)
New York
$8K +$8K +66 New
KPW
545
Kore Private Wealth
New York
$8K +$8K +68 New
EARNEST Partners
546
EARNEST Partners
Georgia
$7K – – –
FCA
547
FinTrust Capital Advisors
South Carolina
$7K +$7K +57 New
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$6.62K – – –
FAM
549
Fred Alger Management
New York
$6K -$891K -7,570 -99%
BBHC
550
Brown Brothers Harriman & Co
New York
$6K -$27K -225 -82%
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