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IQVIA
IQV

Overview Fund Activity

677 hedge funds and large institutions have $24.2B invested in IQVIA in 2020 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 251 increasing their positions, 251 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+18
Holders Change %
+2.73%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.53%
New
94
Increased
251
Reduced
251
Closed
72
Calls
$47.4M
Puts
$85M
Net Calls
-$37.5M
Net Calls Change
-$44.9M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$118M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$109M
4
KCM
Kensico Capital Management
Connecticut
+$108M
5
Citadel Advisors
Citadel Advisors
Florida
+$96.4M

Top Sellers

1
JSP
Jackson Square Partners
California
-$167M
2
GCM
Glenview Capital Management
New York
-$165M
3
Victory Capital Management
Victory Capital Management
Texas
-$135M
4
MG
Meritage Group
California
-$113M
5
Man Group
Man Group
United Kingdom
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
601
Atlas Capital Advisors
Wyoming
$41.1K – – –
ST
602
Smithfield Trust
Pennsylvania
$40K -$36.5K -258 -48%
PCM
603
Penserra Capital Management
California
$38K +$1.27K +9 +3%
PCG
604
Private Capital Group
Connecticut
$36K -$75K -523 -68%
CFG
605
Citizens Financial Group
Rhode Island
$36K -$16.5K -118 -31%
SQA
606
Simon Quick Advisors
New Jersey
$36K -$8.86K -62 -20%
BFEC
607
Benjamin F. Edwards & Company
Missouri
$35K – – –
SIAS
608
Shine Investment Advisory Services
Colorado
$35K +$35K +250 New
CFA
609
Carroll Financial Associates
North Carolina
$33K +$15.7K +112 +90%
MCM
610
Manchester Capital Management
Vermont
$32K – – –
EWA
611
Evolution Wealth Advisors
Florida
$29K – – –
BWM
612
Baystate Wealth Management
Massachusetts
$28K – – –
TAIM
613
TD Ameritrade Investment Management
Nebraska
$27K -$433 -3 -2%
RWB
614
RMR Wealth Builders
New Jersey
$25K +$25K +173 New
TFS
615
TrustCore Financial Services
Tennessee
$24K +$7.95K +57 +50%
JCM
616
Jacobi Capital Management
Pennsylvania
$24K +$24K +168 New
RIM
617
Rockbridge Investment Management
New York
$24K +$24K +172 New
OSNBOA
618
Old Second National Bank of Aurora
Illinois
$23K -$2.32M -16,472 -99%
CCA
619
Column Capital Advisors
Indiana
$23K -$1.64K -12 -7%
PFBT
620
Parkside Financial Bank & Trust
Missouri
$21K -$2.86K -20 -12%
FHA
621
Flagship Harbor Advisors
Massachusetts
$21K +$2.68K +19 +15%
BAM
622
Barrett Asset Management
New York
$21K +$21K +150 New
KPCM
623
Kings Point Capital Management
New York
$20K – – –
CI
624
CX Institutional
Indiana
$20K +$17.7K +124 +775%
HIA
625
Harbor Investment Advisory
Maryland
$17K +$17K +118 New
23 24
25
26 27