686 hedge funds and large institutions have $26.6B invested in IQVIA in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 228 increasing their positions, 248 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+20
Holders Change %
+3%
% of All Funds
13.55%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.51%
New
103
Increased
228
Reduced
248
Closed
69
Calls
$296M
Puts
$66.3M
Net Calls
+$230M
Net Calls Change
+$233M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
576
CSat Investment Advisory
Michigan
$120K +$18.3K +119 +18%
PCG
577
Private Capital Group
Connecticut
$116K -$9.1K -59 -7%
WFMPM
578
Woodley Farra Manion Portfolio Management
Indiana
$114K +$114K +740 New
SBSB
579
Sullivan, Bruyette, Speros & Blaney
Virginia
$112K
AssetMark Inc
580
AssetMark Inc
California
$112K +$106K +686 +1,715%
CTC
581
Central Trust Company
Missouri
$111K -$149K -962 -57%
AAM
582
Advisors Asset Management
Colorado
$111K +$54.6K +354 +97%
TPCW
583
TD Private Client Wealth
New York
$100K +$100K +650 New
ACM
584
Anfield Capital Management
California
$100K +$100K +627 New
LJHT
585
Laurie J. Hall Trustee
$93K +$11.5K +75 +14%
ETC
586
Exchange Traded Concepts
Oklahoma
$90K +$90K +583 New
QCG
587
Quadrant Capital Group
Ohio
$89K -$32.6K -230 -27%
ST
588
Smithfield Trust
Pennsylvania
$85K
BBHC
589
Brown Brothers Harriman & Co
New York
$85K
CAL
590
Capital Analysts LLC
Pennsylvania
$85K
GLI
591
Guardian Life Insurance
New York
$82K
JSC
592
Jackson Square Capital
California
$79K +$79K +513 New
TWP
593
TFO Wealth Partners
Ohio
$77K +$77K +500 New
OC
594
Oakworth Capital
Alabama
$73K
PA
595
Procyon Advisors
Connecticut
$72K +$72K +464 New
HPC
596
HM Payson & Co
Maine
$62K
BCA
597
Berman Capital Advisors
Georgia
$61K -$9.83K -64 -14%
EWM
598
EPG Wealth Management
Georgia
$59K +$59K +385 New
NSIM
599
North Star Investment Management
Illinois
$57K -$4.35K -28 -7%
CFA
600
Carroll Financial Associates
North Carolina
$57K +$37.1K +241 +187%