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IQVIA
IQV

Overview Fund Activity

651 hedge funds and large institutions have $28.6B invested in IQVIA in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 270 increasing their positions, 218 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
14.16%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.94%
New
78
Increased
270
Reduced
218
Closed
62
Calls
$131M
Puts
$48M
Net Calls
+$83.2M
Net Calls Change
+$82.8M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
$340M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$250M
3
ECU
Egerton Capital (UK)
United Kingdom
$224M
4
BlackRock
BlackRock
New York
$2.16B
5
PI
Putnam Investments
Massachusetts
$126M

Top Sellers

1
LP
Longview Partners
Guernsey
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$59.4M
3
LPC
Lone Pine Capital
Connecticut
$995M
4
Morgan Stanley
Morgan Stanley
New York
$328M
5
MCM
Melvin Capital Management
New York
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
576
SevenBridge Financial Group
Pennsylvania
$56K – – –
SWP
577
Strategic Wealth Partners
Ohio
$52K -$47.7K -298 -48%
CCA
578
Catalyst Capital Advisors
New York
$52K +$5.96K +37 +13%
PMFA
579
Plante Moran Financial Advisors
Michigan
$50K – – –
ACA
580
Atlas Capital Advisors
Wyoming
$46.7K – – –
HNB
581
Huntington National Bank
Ohio
$41K – – –
OIA
582
Optimum Investment Advisors
Illinois
$41K – – –
BFEC
583
Benjamin F. Edwards & Company
Missouri
$41K +$1.12K +7 +3%
PFBT
584
Parkside Financial Bank & Trust
Missouri
$41K +$7.66K +48 +23%
AIM
585
Anchor Investment Management
South Carolina
$40.2K +$16.1K +100 +67%
CB
586
CNB Bank
Pennsylvania
$36K +$36K +225 New
MPWT
587
MassMutual Private Wealth & Trust
Connecticut
$35K +$35K +219 New
CIAS
588
Capital Investment Advisory Services
North Carolina
$34K +$10.7K +69 +46%
FHA
589
First Horizon Advisors
Tennessee
$33K – – –
BWM
590
Baystate Wealth Management
Massachusetts
$32K – – –
TRCT
591
Tower Research Capital (TRC)
New York
$31K -$514K -3,218 -94%
QCG
592
Quadrant Capital Group
Ohio
$31K -$79.5K -549 -72%
CJA
593
C-J Advisory
California
$30K – – –
TCOV
594
Trust Company of Vermont
Vermont
$24K +$14.9K +92 +164%
PFO
595
Pathstone Family Office
New Jersey
$24K +$24K +150 New
NCM
596
Next Capital Management
New York
$23K +$23K +142 New
JFGIW
597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$23K +145 New
SLF
598
Sun Life Financial
Ontario, Canada
$20K -$22.9K -144 -53%
CFA
599
Carroll Financial Associates
North Carolina
$20K +$20K +129 New
TFS
600
TrustCore Financial Services
Tennessee
$19K +$19K +115 New
22 23
24
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