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 %
OIA
601
Optimum Investment Advisors
Illinois
$56K
ONST
602
Old North State Trust
North Carolina
$54K -$12.6K -81 -19%
JG
603
Jefferies Group
New York
$51K -$5.22M -33,968 -99%
SQA
604
Simon Quick Advisors
New Jersey
$48K +$3.26K +21 +7%
TF
605
TimeScale Financial
Massachusetts
$46K
HH
606
HWG Holdings
Texas
$45K -$129K -837 -74%
ACA
607
Atlas Capital Advisors
Wyoming
$44.8K
BCWM
608
Bartlett & Co Wealth Management
Ohio
$42.3K +$42.3K +274 New
BFEC
609
Benjamin F. Edwards & Company
Missouri
$39K
AIM
610
Anchor Investment Management
South Carolina
$38.6K
MCM
611
Manchester Capital Management
Vermont
$35K
TAIM
612
TD Ameritrade Investment Management
Nebraska
$35K +$24.2K +156 +223%
EWA
613
Evolution Wealth Advisors
Florida
$34K +$25.6K +167 +304%
CFG
614
Citizens Financial Group
Rhode Island
$34K +$34K +222 New
MPWT
615
MassMutual Private Wealth & Trust
Connecticut
$33K -$2.48K -16 -7%
PFGIA
616
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$26.1K +167 +380%
OPS
617
Orion Portfolio Solutions
Nebraska
$32K +$32K +208 New
BWM
618
Baystate Wealth Management
Massachusetts
$31K
PCM
619
Penserra Capital Management
California
$29K +$10.6K +69 +58%
RWB
620
RMR Wealth Builders
New Jersey
$27K +$27K +173 New
CCA
621
Column Capital Advisors
Indiana
$27K +$27K +180 New
PFBT
622
Parkside Financial Bank & Trust
Missouri
$26K -$13.6K -89 -34%
FHA
623
Flagship Harbor Advisors
Massachusetts
$24K +$4.25K +28 +22%
SC
624
Solstein Capital
California
$24K +$24K +156 New
TRCT
625
Tower Research Capital (TRC)
New York
$20K -$591K -3,751 -97%