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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 %
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$6K – – –
FRA
552
Front Row Advisors
California
$6K – – –
AF
553
Advisornet Financial
Minnesota
$6K +$2.08K +18 +53%
AIA
554
Alera Investment Advisors
Illinois
$6K +$6K +52 New
OAM
555
Oppenheimer Asset Management
New York
$5K -$1.19M -10,681 -100%
AssetMark Inc
556
AssetMark Inc
California
$5K – – –
WPA
557
West Paces Advisors
Georgia
$4.3K – – –
BCI
558
Brinker Capital Investments
Pennsylvania
$4K – – –
GWS
559
Glassman Wealth Services
Virginia
$4K – – –
PFGIA
560
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
TRCT
561
Tower Research Capital (TRC)
New York
$3K -$363K -2,780 -99%
VCM
562
Versant Capital Management
Arizona
$3K – – –
MCM
563
Manchester Capital Management
Vermont
$3K – – –
LWA
564
Lowe Wealth Advisors
Maryland
$3K – – –
TIM
565
Tortoise Investment Management
New York
$3K – – –
OFW
566
Omnia Family Wealth
Florida
$3K +$3K +22 New
CFA
567
Carroll Financial Associates
North Carolina
$3K +$3K +32 New
HR
568
Howe & Rusling
New York
$2K +$2K +17 New
BHWM
569
Bay Harbor Wealth Management
Maryland
$2K +$2K +19 New
MSA
570
Marino Stram & Associates
Massachusetts
$2K +$2K +19 New
ED
571
Exane Derivatives
France
$1.39K -$1.08M -9,294 -100%
Fidelity International
572
Fidelity International
Bermuda
$1K -$167 -2 -14%
TNBTD
573
Trustmark National Bank Trust Department
Mississippi
$1K – – –
TFO
574
Tarbox Family Office
California
$1K – – –
WDL
575
Well Done LLC
Michigan
$1K +$1K +5 New
21 22
23
24 25