IQV icon

IQVIA
IQV

Overview Fund Activity

666 hedge funds and large institutions have $26.3B invested in IQVIA in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 278 increasing their positions, 228 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+15
Holders Change %
+2.3%
% of All Funds
14.63%
Holding in Top 10
29
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-32.56%
% of All Funds
0.64%
New
69
Increased
278
Reduced
228
Closed
52
Calls
$45.6M
Puts
$49.3M
Net Calls
-$3.68M
Net Calls Change
-$86.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$261M
2
BlackRock
BlackRock
New York
+$178M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$148M
4
Bessemer Group
Bessemer Group
New Jersey
+$94.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$90M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$394M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$391M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$299M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$271M
5
Millennium Management
Millennium Management
New York
-$94.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CJA
601
C-J Advisory
California
$28K – – –
CAM
602
CenterStar Asset Management
Illinois
$23K – – –
PFO
603
Pathstone Family Office
New Jersey
$22K – – –
SLF
604
Sun Life Financial
Ontario, Canada
$22K +$3.4K +23 +18%
CFA
605
Carroll Financial Associates
North Carolina
$19K – – –
FHA
606
Flagship Harbor Advisors
Massachusetts
$19K +$7.31K +50 +63%
TCOV
607
Trust Company of Vermont
Vermont
$18K -$4.58K -30 -20%
FPFS
608
First Personal Financial Services
North Carolina
$18K +$1.34K +9 +8%
TFS
609
TrustCore Financial Services
Tennessee
$17K – – –
PCM
610
Penserra Capital Management
California
$17K +$17K +120 New
H
611
Hexavest
Quebec, Canada
$16K – – –
HL
612
Harding Loevner
New Jersey
$15K – – –
EFSCE
613
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
SIM
614
Sonora Investment Management
Arizona
$15K – – –
CB
615
Community Bank
New York
$15K – – –
BCM
616
Blume Capital Management
California
$14K – – –
EARNEST Partners
617
EARNEST Partners
Georgia
$14K – – –
WB
618
Webster Bank
Connecticut
$13K – – –
BWL
619
Bogart Wealth LLC
Virginia
$13K +$1.39K +9 +12%
CAPTRUST Financial Advisors
620
CAPTRUST Financial Advisors
North Carolina
$13K +$8.03K +55 +162%
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
AW
622
Alpha Windward
Massachusetts
$11K – – –
SFSIG
623
San Francisco Sentry Investment Group
California
$11K – – –
ZB
624
Zions Bancorporation
Utah
$11K – – –
Acadian Asset Management
625
Acadian Asset Management
Massachusetts
$11K +$11K +72 New
23 24
25
26 27