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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 %
OSAM
601
O'Shaughnessy Asset Management
Connecticut
$94K +$18K +114 +24%
CAL
602
Capital Analysts LLC
Pennsylvania
$87K – – –
PW
603
Price Wealth
Texas
$87K +$87K +549 New
BAMF
604
BI Asset Management Fondsmaeglerselskab
Denmark
$82K -$5.46M -34,534 -99%
CCM
605
Covington Capital Management
California
$81K -$105K -667 -56%
CTC
606
Central Trust Company
Missouri
$80K – – –
TWP
607
TFO Wealth Partners
Ohio
$79K – – –
NFG
608
Next Financial Group
Texas
$78K -$379K -2,393 -83%
BCA
609
Berman Capital Advisors
Georgia
$77K +$24.8K +160 +48%
Acadian Asset Management
610
Acadian Asset Management
Massachusetts
$76K +$74K +472 +3,631%
CWC
611
Carolinas Wealth Consulting
North Carolina
$76K +$75.5K +482 +16,067%
OC
612
Oakworth Capital
Alabama
$66K +$8.64K +55 +15%
CB
613
Community Bank
New York
$65K -$4.75K -30 -7%
HPC
614
HM Payson & Co
Maine
$63K – – –
Kayne Anderson Rudnick Investment Management
615
Kayne Anderson Rudnick Investment Management
California
$58K -$272K -1,728 -82%
BBHC
616
Brown Brothers Harriman & Co
New York
$56K – – –
GT
617
Glenmede Trust
Pennsylvania
$50K +$2.81K +18 +6%
SIAS
618
Shine Investment Advisory Services
Colorado
$50K +$10.3K +65 +26%
CFA
619
Carroll Financial Associates
North Carolina
$50K +$13.4K +86 +36%
PCM
620
Penserra Capital Management
California
$48K +$5.65K +36 +13%
CA
621
Clearstead Advisors
Ohio
$47K – – –
PCG
622
Private Capital Group
Connecticut
$41K +$957 +6 +2%
ONST
623
Old North State Trust
North Carolina
$40K +$40K +255 New
BFEC
624
Benjamin F. Edwards & Company
Missouri
$39K – – –
AS
625
Altshuler Shaham
Israel
$39K +$39K +246 New
23 24
25
26 27