IQV icon

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 %
PAS
551
Park Avenue Securities
New York
$343K +$41.6K +232 +14%
VPIM
552
Vanguard Personalized Indexing Management
California
$342K +$22.9K +128 +7%
CPA
553
Clear Perspective Advisors
Illinois
$340K – – –
OC
554
Oppenheimer & Co
New York
$324K -$15.1K -84 -4%
BBNA
555
Bremer Bank National Association
Minnesota
$324K -$13.2K -74 -4%
TFO
556
Tarbox Family Office
California
$322K – – –
VC
557
Veracity Capital
Georgia
$321K +$61.8K +39,224 +24%
EF
558
Empirical Finance
Pennsylvania
$319K +$63.1K +352 +25%
LSAG
559
Lake Street Advisors Group
New Hampshire
$318K +$13.5K +75 +4%
FLPIM
560
F.L. Putnam Investment Management
Massachusetts
$317K +$8.06K +45 +3%
ANTB
561
AMG National Trust Bank
Colorado
$317K +$26.1K +146 +9%
LWM
562
Lyell Wealth Management
California
$315K +$315K +1,756 New
Kovitz Investment Group Partners
563
Kovitz Investment Group Partners
Illinois
$310K -$39.5K -220 -11%
SIM
564
Stratos Investment Management
Ohio
$310K – – –
UCFA
565
United Capital Financial Advisors
Texas
$309K -$56.5K -315 -15%
AWM
566
Aprio Wealth Management
Georgia
$306K -$14.3K -80 -4%
LP
567
LMR Partners
United Kingdom
$306K +$306K +1,706 New
ACM
568
Allred Capital Management
Texas
$303K +$26.1K +146 +9%
C1AG
569
Client 1st Advisory Group
Florida
$298K – – –
CCA
570
Checchi Capital Advisers
California
$295K +$19.1K +107 +7%
GDP
571
Great Diamond Partners
Maine
$289K +$10.7K +60 +4%
IAN
572
Integrated Advisors Network
Texas
$282K +$4.66K +26 +2%
MSR
573
Main Street Research
Connecticut
$269K – – –
RHBC
574
R.H. Bluestein & Co
Michigan
$269K +$269K +1,500 New
AA
575
Argent Advisors
Louisiana
$262K +$262K +1,460 New
21 22
23
24 25