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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 %
AAS
526
Avantax Advisory Services
Texas
$312K +$312K +1,971 New
GT
527
Greenleaf Trust
Michigan
$308K +$24.6K +156 +9%
IMRF
528
Illinois Municipal Retirement Fund
Illinois
$308K +$308K +1,951 New
Kovitz Investment Group Partners
529
Kovitz Investment Group Partners
Illinois
$307K -$4.73K -30 -2%
LRPA
530
L. Roy Papp & Associates
Arizona
$306K +$306K +1,940 New
PWP
531
Principle Wealth Partners
Connecticut
$303K – – –
WB
532
West Bancorporation
Iowa
$300K +$11.7K +74 +4%
VWA
533
V Wealth Advisors
Kansas
$299K -$7.08K -45 -2%
OC
534
Oppenheimer & Co
New York
$298K -$188K -1,195 -39%
PA
535
Parallel Advisors
California
$298K +$28.3K +179 +10%
BBNA
536
Bremer Bank National Association
Minnesota
$297K -$1.1K -7 -0.4%
HR
537
Hayden Royal
North Carolina
$289K +$289K +1,835 New
TFO
538
Tarbox Family Office
California
$283K -$54.8K -348 -16%
AWM
539
Aprio Wealth Management
Georgia
$282K -$28.4K -180 -9%
LOAME
540
Lombard Odier Asset Management (Europe)
United Kingdom
$282K +$282K +1,786 New
VPIM
541
Vanguard Personalized Indexing Management
California
$281K +$281K +1,780 New
CIA
542
CSat Investment Advisory
Michigan
$273K +$18.8K +119 +7%
SIM
543
Stratos Investment Management
Ohio
$273K +$273K +1,732 New
Verition Fund Management
544
Verition Fund Management
Connecticut
$272K -$675K -4,288 -71%
FLPIM
545
F.L. Putnam Investment Management
Massachusetts
$272K -$16.3K -103 -6%
LSAG
546
Lake Street Advisors Group
New Hampshire
$268K -$74.8K -474 -22%
VC
547
Veracity Capital
Georgia
$268K – – –
C1AG
548
Client 1st Advisory Group
Florida
$266K – – –
PAS
549
Park Avenue Securities
New York
$265K +$18.3K +116 +7%
LS
550
Livforsakringsbolaget Skandia
Sweden
$257K -$142K -900 -36%
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