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IQVIA
IQV

Overview Fund Activity

666 hedge funds and large institutions have $26.3B invested in IQVIA in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 278 increasing their positions, 228 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+15
Holders Change %
+2.3%
% of All Funds
14.63%
Holding in Top 10
29
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-32.56%
% of All Funds
0.64%
New
69
Increased
278
Reduced
228
Closed
52
Calls
$45.6M
Puts
$49.3M
Net Calls
-$3.68M
Net Calls Change
-$86.9M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$261M
2
BlackRock
BlackRock
New York
+$178M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$148M
4
Bessemer Group
Bessemer Group
New Jersey
+$94.5M
5
Victory Capital Management
Victory Capital Management
Texas
+$90M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$394M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$391M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$299M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$271M
5
Millennium Management
Millennium Management
New York
-$94.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
M
626
MOTCO
Texas
$10K -$3.57K -25 -26%
TAIM
627
TD Ameritrade Investment Management
Nebraska
$10K +$10K +70 New
EW
628
Evoke Wealth
California
$9.41K +$9.41K +63 New
AS
629
Altshuler Shaham
Israel
$9K +$9K +62 New
MA
630
MUFG Americas
New York
$8K – – –
CI
631
CX Institutional
Indiana
$8K +$436 +3 +6%
EWA
632
Evolution Wealth Advisors
Florida
$8K +$1.75K +12 +28%
TC
633
Truvestments Capital
Florida
$7K – – –
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$159 +1 +2%
AssetMark Inc
635
AssetMark Inc
California
$6K -$1.5K -10 -20%
GWS
636
Glassman Wealth Services
Virginia
$6K +$571 +4 +11%
BL
637
Balentine LLC
Georgia
$6K +$6K +40 New
RFM
638
Royal Fund Management
Florida
$6K +$6K +42 New
WPA
639
West Paces Advisors
Georgia
$5.53K – – –
FRA
640
Front Row Advisors
California
$5K – – –
AF
641
Advisornet Financial
Minnesota
$5K +$2.78K +20 +125%
RIA
642
Realta Investment Advisors
Delaware
$4K -$5.6K -35 -58%
LWA
643
Lowe Wealth Advisors
Maryland
$4K – – –
TIM
644
Tortoise Investment Management
New York
$4K – – –
OAM
645
Oppenheimer Asset Management
New York
$4K – – –
KFS
646
Kelly Financial Services
Massachusetts
$3.29K – – –
BHWM
647
Bay Harbor Wealth Management
Maryland
$3K – – –
VCM
648
Versant Capital Management
Arizona
$3K +$545 +4 +22%
HR
649
Howe & Rusling
New York
$2K -$667 -5 -25%
LWM
650
Liberty Wealth Management
California
$2K – – –
24 25
26
27 28