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IQVIA
IQV

Overview Fund Activity

757 hedge funds and large institutions have $30.1B invested in IQVIA in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 319 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+61
Holders Change %
+8.76%
% of All Funds
13.43%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
118
Increased
319
Reduced
232
Closed
48
Calls
$54.5M
Puts
$38.9M
Net Calls
+$15.6M
Net Calls Change
+$46.3M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$182M
2
BlackRock
BlackRock
New York
+$123M
3
FCM
Farallon Capital Management
California
+$92.6M
4
TG
TCW Group
California
+$92M
5
Morgan Stanley
Morgan Stanley
New York
+$86.7M

Top Sellers

1
JSP
Jackson Square Partners
California
-$386M
2
LP
Longview Partners
Guernsey
-$255M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$213M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$175M
5
Citadel Advisors
Citadel Advisors
Florida
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
601
Coldstream Capital Management
Washington
$208K +$208K +1,160 New
SCM
602
Shelton Capital Management
Colorado
$205K -$1.89M -10,538 -90%
TNAM
603
Terra Nova Asset Management
New York
$204K +$204K +1,138 New
TFIPS
604
Towarzystwo Funduszy Inwestycyjnych PZU SA
$201K +$201K +1,122 New
WANY
605
Wealthspire Advisors (New York)
New York
$200K +$200K +1,119 New
FHA
606
First Horizon Advisors
Tennessee
$196K -$4.11K -23 -2%
MAM
607
Meeder Asset Management
Ohio
$191K +$70.3K +393 +58%
CFFP
608
Center for Financial Planning
Michigan
$190K – – –
PWPS
609
Pinnacle Wealth Planning Services
Ohio
$182K +$182K +1,020 New
FMLI
610
Fukoku Mutual Life Insurance
Japan
$179K +$179K +1,000 New
Fifth Third Bancorp
611
Fifth Third Bancorp
Ohio
$168K +$41.4K +231 +33%
CAPTRUST Financial Advisors
612
CAPTRUST Financial Advisors
North Carolina
$167K -$6.62K -37 -4%
PWA
613
Phoenix Wealth Advisors
North Carolina
$162K +$162K +904 New
WEC
614
Winslow Evans & Crocker
Massachusetts
$159K +$21.4K +120 +16%
PFGIA
615
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$15.6K +87 +11%
APA
616
American Portfolios Advisors
New York
$152K -$19.7K -110 -11%
AA
617
Ancora Advisors
Ohio
$144K – – –
EP
618
Eudaimonia Partners
Tennessee
$135K +$18.2K +102 +16%
CF
619
Centaurus Financial
California
$134K – – –
HCP
620
Hexagon Capital Partners
Arkansas
$131K – – –
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$125K +$17.8K +99 +17%
BBHC
622
Brown Brothers Harriman & Co
New York
$122K +$58.5K +326 +92%
SBSB
623
Sullivan, Bruyette, Speros & Blaney
Virginia
$119K – – –
D
624
Diversified
Delaware
$118K +$118K +750 New
TPCW
625
TD Private Client Wealth
New York
$116K +$8.6K +48 +8%
23 24
25
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