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IQVIA
IQV

Overview Fund Activity

677 hedge funds and large institutions have $24.2B invested in IQVIA in 2020 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 251 increasing their positions, 251 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+18
Holders Change %
+2.73%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.53%
New
94
Increased
251
Reduced
251
Closed
72
Calls
$47.4M
Puts
$85M
Net Calls
-$37.5M
Net Calls Change
-$44.9M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$118M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$109M
4
KCM
Kensico Capital Management
Connecticut
+$108M
5
Citadel Advisors
Citadel Advisors
Florida
+$96.4M

Top Sellers

1
JSP
Jackson Square Partners
California
-$167M
2
GCM
Glenview Capital Management
New York
-$165M
3
Victory Capital Management
Victory Capital Management
Texas
-$135M
4
MG
Meritage Group
California
-$113M
5
Man Group
Man Group
United Kingdom
-$72.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
626
Focused Wealth Management
New York
$17K +$17K +121 New
OIA
627
Optimum Investment Advisors
Illinois
$16K – – –
SLF
628
Sun Life Financial
Ontario, Canada
$15K +$139 +1 +0.9%
SIM
629
Sonora Investment Management
Arizona
$14K – – –
HL
630
Harding Loevner
New Jersey
$14K – – –
BCM
631
Blume Capital Management
California
$14K – – –
HIIFS
632
Harel Insurance Investments & Financial Services
Israel
$14K +$14K +100 New
EARNEST Partners
633
EARNEST Partners
Georgia
$13K – – –
FMII
634
Farmers & Merchants Investments Inc
Nebraska
$13K +$1.27K +9 +11%
EFSCE
635
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$1.43K +10 +12%
GWS
636
Glassman Wealth Services
Virginia
$12K +$9.04K +64 +305%
SIC
637
Salem Investment Counselors
North Carolina
$11K -$4.13M -28,135 -100%
CYG
638
Clean Yield Group
Vermont
$10K – – –
ME
639
McIlrath & Eck
Washington
$9K – – –
TCOV
640
Trust Company of Vermont
Vermont
$9K – – –
CMA
641
Cedar Mountain Advisors
Oregon
$9K +$4.43K +32 +97%
BWL
642
Bogart Wealth LLC
Virginia
$8K -$828 -6 -9%
BL
643
Balentine LLC
Georgia
$7K +$2.2K +16 +46%
FMP
644
Financial Management Professionals
Texas
$7K +$7K +49 New
PMFA
645
Plante Moran Financial Advisors
Michigan
$6K – – –
HNB
646
Huntington National Bank
Ohio
$6K – – –
CFD
647
Creative Financial Designs
Indiana
$6K +$6K +39 New
SWA
648
Sutton Wealth Advisors
Florida
$5.39K +$4.97K +35 +1,167%
WPA
649
West Paces Advisors
Georgia
$5.25K – – –
WB
650
Webster Bank
Connecticut
$5K – – –
24 25
26
27 28