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IQVIA
IQV

Overview Fund Activity

686 hedge funds and large institutions have $26.6B invested in IQVIA in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 228 increasing their positions, 248 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+20
Holders Change %
+3%
% of All Funds
13.55%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.51%
New
103
Increased
228
Reduced
248
Closed
69
Calls
$296M
Puts
$66.3M
Net Calls
+$230M
Net Calls Change
+$233M

Top Buyers

1
A
AustralianSuper
Australia
+$178M
2
Goldman Sachs
Goldman Sachs
New York
+$176M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$145M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$124M
5
Bessemer Group
Bessemer Group
New Jersey
+$110M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$218M
2
ECU
Egerton Capital (UK)
United Kingdom
-$214M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$207M
4
SCM
Suvretta Capital Management
New York
-$123M
5
FCM
Farallon Capital Management
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
626
Private Ocean
California
$20K +$20K +125 New
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$19K +$19K +123 New
SWM
628
Sugarloaf Wealth Management
Georgia
$19K +$19K +126 New
TFS
629
TrustCore Financial Services
Tennessee
$18K – – –
TCOV
630
Trust Company of Vermont
Vermont
$18K – – –
H
631
Hexavest
Quebec, Canada
$17K – – –
SLF
632
Sun Life Financial
Ontario, Canada
$16K -$6.49K -43 -29%
EFSCE
633
Enterprise Financial Services Corp (EFSC)
Missouri
$16K – – –
RMAM
634
Raab & Moskowitz Asset Management
New Jersey
$16K +$16K +108 New
ERSOT
635
Employees Retirement System of Texas
Texas
$15K -$9.99M -66,600 -100%
HL
636
Harding Loevner
New Jersey
$15K – – –
SIM
637
Sonora Investment Management
Arizona
$15K – – –
BCM
638
Blume Capital Management
California
$15K – – –
CB
639
Community Bank
New York
$15K – – –
EARNEST Partners
640
EARNEST Partners
Georgia
$14K – – –
BC
641
Barnett & Company
Tennessee
$14K +$13.1K +86 +1,433%
KPW
642
Kore Private Wealth
New York
$14K +$14K +91 New
FMII
643
Farmers & Merchants Investments Inc
Nebraska
$13K +$963 +6 +8%
SFSIG
644
San Francisco Sentry Investment Group
California
$11K – – –
ZB
645
Zions Bancorporation
Utah
$11K – – –
BWL
646
Bogart Wealth LLC
Virginia
$10K -$3.13K -20 -24%
IA
647
IndexIQ Advisors
New York
$9K +$9K +60 New
MA
648
MUFG Americas
New York
$8K – – –
CI
649
CX Institutional
Indiana
$8K – – –
PMFA
650
Plante Moran Financial Advisors
Michigan
$7K -$41.1K -264 -85%
24 25
26
27 28