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IQVIA
IQV

Overview Fund Activity

696 hedge funds and large institutions have $26.6B invested in IQVIA in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 307 increasing their positions, 223 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+19
Holders Change %
+2.81%
% of All Funds
14.08%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.55%
New
73
Increased
307
Reduced
223
Closed
52
Calls
$48.8M
Puts
$79.5M
Net Calls
-$30.7M
Net Calls Change
+$6.78M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$106M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
4
Ameriprise
Ameriprise
Minnesota
+$101M
5
DZ Bank
DZ Bank
Germany
+$94.7M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$414M
2
JSP
Jackson Square Partners
California
-$233M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$163M
4
A
AustralianSuper
Australia
-$136M
5
Victory Capital Management
Victory Capital Management
Texas
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
576
First Horizon Advisors
Tennessee
$176K +$4.71K +30 +3%
FQ
577
First Quadrant
California
$175K +$175K +1,113 New
AWA
578
Arkadios Wealth Advisors
Georgia
$170K -$5.92K -36 -3%
CFFP
579
Center for Financial Planning
Michigan
$168K +$474 +3 +0.3%
CAPTRUST Financial Advisors
580
CAPTRUST Financial Advisors
North Carolina
$154K +$81.1K +511 +111%
APA
581
American Portfolios Advisors
New York
$151K -$788 -5 -0.5%
CFGS
582
Concourse Financial Group Securities
Alabama
$144K +$24.9K +158 +21%
AA
583
Ancora Advisors
Ohio
$127K – – –
PFGIA
584
Patriot Financial Group Insurance Agency
Massachusetts
$123K +$28.9K +184 +31%
WEC
585
Winslow Evans & Crocker
Massachusetts
$121K – – –
EMG
586
ETF Managers Group
New Jersey
$119K -$112K -725 -48%
CF
587
Centaurus Financial
California
$118K +$118K +750 New
EWA
588
Evolution Wealth Advisors
Florida
$116K +$83.8K +533 +260%
HCP
589
Hexagon Capital Partners
Arkansas
$113K +$113K +734 New
Fifth Third Bancorp
590
Fifth Third Bancorp
Ohio
$111K +$17.6K +112 +19%
QCG
591
Quadrant Capital Group
Ohio
$108K +$9.5K +60 +10%
NIM
592
NuWave Investment Management
New Jersey
$108K +$108K +687 New
MAM
593
Meeder Asset Management
Ohio
$106K +$23.2K +148 +28%
SBSB
594
Sullivan, Bruyette, Speros & Blaney
Virginia
$105K -$9.3K -59 -8%
WC
595
Wexford Capital
Florida
$104K -$1.5M -9,561 -94%
EP
596
Eudaimonia Partners
Tennessee
$103K +$28.1K +178 +37%
Millennium Management
597
Millennium Management
New York
$99.2K +$47.8K +303,377 +93%
LC
598
Lindbrook Capital
California
$98K -$1.26K -8 -1%
LJHT
599
Laurie J. Hall Trustee
$95K +$95K +605 New
TPCW
600
TD Private Client Wealth
New York
$94.1K -$5.99K -38 -6%
22 23
24
25 26