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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 %
PCM
576
Penserra Capital Management
California
$35K +$9.66K +72 +38%
QCG
577
Quadrant Capital Group
Ohio
$34K -$34.4K -316 -50%
SQA
578
Simon Quick Advisors
New Jersey
$34K +$541 +5 +2%
PFGIA
579
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$10.4K +97 +46%
OPS
580
Orion Portfolio Solutions
Nebraska
$33K +$10.8K +101 +49%
FA
581
Fortis Advisors
Pennsylvania
$32K +$32K +293 New
CA
582
Clearstead Advisors
Ohio
$32K +$32K +300 New
ACA
583
Atlas Capital Advisors
Wyoming
$31.3K – – –
BBHC
584
Brown Brothers Harriman & Co
New York
$29K -$30.5K -281 -51%
KPW
585
Kore Private Wealth
New York
$28K +$18K +165 +181%
BFEC
586
Benjamin F. Edwards & Company
Missouri
$27K – – –
AF
587
Advisornet Financial
Minnesota
$27K +$23.1K +212 +589%
MCM
588
Manchester Capital Management
Vermont
$24K – – –
RCA
589
Ranch Capital Advisors
Florida
$22K -$78.1K -738 -78%
EWA
590
Evolution Wealth Advisors
Florida
$22K -$1.82K -17 -8%
BWM
591
Baystate Wealth Management
Massachusetts
$22K – – –
TAIM
592
TD Ameritrade Investment Management
Nebraska
$20K -$3.79K -36 -16%
DI
593
Disciplined Investments
Oklahoma
$20K +$17.7K +163 +776%
CCA
594
Column Capital Advisors
Indiana
$19K – – –
PFBT
595
Parkside Financial Bank & Trust
Missouri
$18K -$323 -3 -2%
KPCM
596
Kings Point Capital Management
New York
$15K +$15K +142 New
FHA
597
Flagship Harbor Advisors
Massachusetts
$14K -$3.02K -28 -18%
CFA
598
Carroll Financial Associates
North Carolina
$13K -$25.8K -246 -66%
Pacer Advisors
599
Pacer Advisors
Pennsylvania
$12K -$2.64M -20,933 -100%
OIA
600
Optimum Investment Advisors
Illinois
$12K -$27.5K -252 -70%
22 23
24
25 26