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IQVIA
IQV

Overview Fund Activity

659 hedge funds and large institutions have $18.6B invested in IQVIA in 2020 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 250 increasing their positions, 249 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
-27
Holders Change %
-3.94%
% of All Funds
14.56%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.49%
New
82
Increased
250
Reduced
249
Closed
100
Calls
$74.1M
Puts
$66.7M
Net Calls
+$7.43M
Net Calls Change
-$222M

Top Buyers

1
LP
Longview Partners
Guernsey
+$743M
2
FCM
Farallon Capital Management
California
+$203M
3
MG
Meritage Group
California
+$162M
4
American Century Companies
American Century Companies
Missouri
+$125M
5
SCM
Suvretta Capital Management
New York
+$113M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$476M
2
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$323M
3
GCM
Glenview Capital Management
New York
-$220M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$186M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
626
Plante Moran Financial Advisors
Michigan
$5K – – –
HNB
627
Huntington National Bank
Ohio
$5K – – –
SFSIG
628
San Francisco Sentry Investment Group
California
$4K -$4.47K -38 -53%
RFM
629
Royal Fund Management
Florida
$4K – – –
FRA
630
Front Row Advisors
California
$4K – – –
BL
631
Balentine LLC
Georgia
$4K +$571 +5 +17%
CMA
632
Cedar Mountain Advisors
Oregon
$4K +$1.46K +12 +57%
WPA
633
West Paces Advisors
Georgia
$3.99K – – –
ED
634
Exane Derivatives
France
$3.45K +$2.16K +20 +167%
EW
635
Evoke Wealth
California
$3.24K -$1.4K -13 -30%
LWA
636
Lowe Wealth Advisors
Maryland
$3K – – –
TIM
637
Tortoise Investment Management
New York
$3K – – –
WB
638
Webster Bank
Connecticut
$3K – – –
DAM
639
Delta Asset Management
Tennessee
$3K +$3K +30 New
CFFP
640
Center for Financial Planning
Michigan
$3K +$3K +30 New
KFS
641
Kelly Financial Services
Massachusetts
$2.37K – – –
CI
642
CX Institutional
Indiana
$2K -$4.88K -39 -71%
GWS
643
Glassman Wealth Services
Virginia
$2K -$1.71K -18 -46%
EWP
644
Engrave Wealth Partners
Texas
$2K -$1.05K -10 -34%
BHWM
645
Bay Harbor Wealth Management
Maryland
$2K – – –
HR
646
Howe & Rusling
New York
$2K +$125 +1 +7%
WQ
647
Wealth Quarterback
New Jersey
$1.83K – – –
BWM
648
BerganKDV Wealth Management
Minnesota
$1K – – –
Acadian Asset Management
649
Acadian Asset Management
Massachusetts
$1K – – –
CAM
650
ClariVest Asset Management
California
$1K – – –
24 25
26
27 28