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IQVIA
IQV

Overview Fund Activity

643 hedge funds and large institutions have $25.7B invested in IQVIA in 2019 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 241 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
643
Holders Change
+59
Holders Change %
+10.1%
% of All Funds
13.94%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
104
Increased
241
Reduced
225
Closed
37
Calls
$44.3M
Puts
$44M
Net Calls
+$375K
Net Calls Change
+$16.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$247M
2
BlackRock
BlackRock
New York
+$189M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M
4
DZ Bank
DZ Bank
Germany
+$115M
5
DCP
D1 Capital Partners
New York
+$110M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$582M
2
LP
Longview Partners
Guernsey
-$449M
3
GCM
Glenview Capital Management
New York
-$209M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$158M
5
FCM
Farallon Capital Management
California
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
626
Lowe Wealth Advisors
Maryland
$3K – – –
OFW
627
Omnia Family Wealth
Florida
$3K – – –
BHWM
628
Bay Harbor Wealth Management
Maryland
$3K – – –
MSA
629
Marino Stram & Associates
Massachusetts
$3K +$150 +1 +5%
HR
630
Howe & Rusling
New York
$3K +$316 +2 +12%
FHA
631
Flagship Harbor Advisors
Massachusetts
$2K -$6K -60 -75%
Fidelity International
632
Fidelity International
Bermuda
$2K -$182 -1 -8%
Group One Trading
633
Group One Trading
Illinois
$1K -$34.9K -244 -97%
TNBTD
634
Trustmark National Bank Trust Department
Mississippi
$1K – – –
TFO
635
Tarbox Family Office
California
$1K – – –
BWM
636
BerganKDV Wealth Management
Minnesota
$1K – – –
LWM
637
Liberty Wealth Management
California
$1K +$1K +12 New
BFG
638
Beacon Financial Group
Texas
$634 +$373 +2,598 +143%
AA
639
Advisory Alpha
Michigan
$399 +$399 +3 New
GT
640
Glenmede Trust
Pennsylvania
$397 +$86 +596 +27%
C
641
Consulta
United Kingdom
– -$58.1M -500,000 Closed
1832 Asset Management
642
1832 Asset Management
Ontario, Canada
– -$30M -258,550 Closed
MSE
643
MUFG Securities EMEA
United Kingdom
– -$13.4M -115,000 Closed
KF
644
Kresge Foundation
Michigan
– -$9.68M -84,000 Closed
SRAM
645
Stone Ridge Asset Management
New York
– -$6.39M -55,021 Closed
RCM
646
Ratan Capital Management
Florida
– -$3.06M -26,303 Closed
HT
647
HAP Trading
New York
– -$2.94M -25,316 Closed
Hudson Bay Capital Management
648
Hudson Bay Capital Management
Connecticut
– -$2.24M -19,300 Closed
HLA
649
Hamilton Lane Advisors
Pennsylvania
– -$2.06M -17,757 Closed
PG
650
Pendal Group
Australia
– -$1.26M -10,816 Closed
24 25
26
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