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IQVIA
IQV

Overview Fund Activity

659 hedge funds and large institutions have $18.6B invested in IQVIA in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 250 increasing their positions, 249 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
-27
Holders Change %
-3.94%
% of All Funds
14.56%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.49%
New
82
Increased
250
Reduced
249
Closed
100
Calls
$74.1M
Puts
$66.7M
Net Calls
+$7.43M
Net Calls Change
-$222M

Top Buyers

1
LP
Longview Partners
Guernsey
+$743M
2
FCM
Farallon Capital Management
California
+$203M
3
MG
Meritage Group
California
+$162M
4
American Century Companies
American Century Companies
Missouri
+$125M
5
SCM
Suvretta Capital Management
New York
+$113M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$476M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$323M
3
GCM
Glenview Capital Management
New York
-$220M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$186M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
551
American Portfolios Advisors
New York
$101K +$14.5K +134 +17%
CIA
552
CSat Investment Advisory
Michigan
$95K +$10.7K +99 +13%
AssetMark Inc
553
AssetMark Inc
California
$87K +$8.44K +78 +11%
CFGS
554
Concourse Financial Group Securities
Alabama
$85K -$8.4K -78 -9%
WEC
555
Winslow Evans & Crocker
Massachusetts
$84K – – –
PCG
556
Private Capital Group
Connecticut
$83K +$2.36K +22 +3%
WFMPM
557
Woodley Farra Manion Portfolio Management
Indiana
$80K – – –
TPCW
558
TD Private Client Wealth
New York
$77.7K +$7.55K +70 +11%
EWM
559
EPG Wealth Management
Georgia
$77K +$35.7K +332 +86%
LC
560
Lindbrook Capital
California
$68K -$21.6K -201 -24%
CTC
561
Central Trust Company
Missouri
$68K -$8.8K -82 -11%
CAL
562
Capital Analysts LLC
Pennsylvania
$59K – – –
ST
563
Smithfield Trust
Pennsylvania
$58K -$643 -6 -1%
PI
564
PineBridge Investments
New York
$58K +$58K +535 New
TWP
565
TFO Wealth Partners
Ohio
$53K – – –
PHK
566
Point72 Hong Kong
Hong Kong
$53K +$53K +490 New
PA
567
Procyon Advisors
Connecticut
$45K -$5.44K -50 -11%
HPC
568
HM Payson & Co
Maine
$43K – – –
IUHSA
569
Itau Unibanco Holding S.A.
Brazil
$42K +$42K +394 New
CFG
570
Citizens Financial Group
Rhode Island
$41K +$16.8K +154 +69%
NSIM
571
North Star Investment Management
Illinois
$40K – – –
OC
572
Oakworth Capital
Alabama
$39K -$10.7K -100 -22%
BCA
573
Berman Capital Advisors
Georgia
$38K -$2.77K -27 -7%
AIM
574
Anchor Investment Management
South Carolina
$37.8K +$10.8K +100 +40%
NIT
575
NumerixS Investment Technologies
British Columbia, Canada
$36K +$36K +337 New
21 22
23
24 25