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IQVIA
IQV

Overview Fund Activity

757 hedge funds and large institutions have $30.1B invested in IQVIA in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 319 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+61
Holders Change %
+8.76%
% of All Funds
13.43%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
118
Increased
319
Reduced
232
Closed
48
Calls
$54.5M
Puts
$38.9M
Net Calls
+$15.6M
Net Calls Change
+$46.3M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$182M
2
BlackRock
BlackRock
New York
+$123M
3
FCM
Farallon Capital Management
California
+$92.6M
4
TG
TCW Group
California
+$92M
5
Morgan Stanley
Morgan Stanley
New York
+$86.7M

Top Sellers

1
JSP
Jackson Square Partners
California
-$386M
2
LP
Longview Partners
Guernsey
-$255M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$213M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$175M
5
Citadel Advisors
Citadel Advisors
Florida
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
526
Veritable
Delaware
$460K -$5.56K -31 -1%
LA
527
Latitude Advisors
Florida
$460K +$460K +2,568 New
Cetera Investment Advisers
528
Cetera Investment Advisers
Illinois
$455K +$455K +2,542 New
CI
529
Conning Inc
Connecticut
$454K +$3.59K +20 +0.8%
JRP
530
Jasper Ridge Partners
California
$441K – – –
FB
531
Fulton Bank
Pennsylvania
$440K +$10.4K +58 +2%
PRC
532
Pearl River Capital
Michigan
$437K -$253K -1,413 -37%
TCM
533
TimesSquare Capital Management
New York
$434K +$66.4K +370 +18%
LRPA
534
L. Roy Papp & Associates
Arizona
$434K +$86.4K +482 +25%
EAMA
535
EFG Asset Management (Americas)
Florida
$430K -$12.2K -68 -3%
FWIA
536
Fort Washington Investment Advisors
Ohio
$402K -$11.3K -63 -3%
P
537
Pitcairn
Pennsylvania
$388K -$9.49K -53 -2%
LFAS
538
Level Four Advisory Services
Texas
$386K -$8.42K -47 -2%
Mercer Global Advisors
539
Mercer Global Advisors
Colorado
$386K +$538 +3 +0.1%
GT
540
Greenleaf Trust
Michigan
$381K +$30.3K +169 +9%
JGUA
541
John G. Ullman & Associates
New York
$376K -$17.9K -100 -5%
CCM
542
Copernicus Capital Management
California
$375K -$6.69M -37,338 -95%
NFC
543
Northeast Financial Consultants
Connecticut
$373K – – –
Creative Planning
544
Creative Planning
Kansas
$369K -$61.8K -345 -14%
ZB
545
Zions Bancorporation
Utah
$355K -$86.3K -482 -20%
KeyBank National Association
546
KeyBank National Association
Ohio
$355K +$104K +578 +41%
VWA
547
V Wealth Advisors
Kansas
$348K +$8.05K +45 +2%
BWA
548
BDO Wealth Advisors
Florida
$347K -$42.5K -237 -11%
Capstone Investment Advisors
549
Capstone Investment Advisors
New York
$347K +$347K +1,936 New
PWP
550
Principle Wealth Partners
Connecticut
$344K – – –
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