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IQVIA
IQV

Overview Fund Activity

696 hedge funds and large institutions have $26.6B invested in IQVIA in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 307 increasing their positions, 223 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
+19
Holders Change %
+2.81%
% of All Funds
14.08%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.55%
New
73
Increased
307
Reduced
223
Closed
52
Calls
$48.8M
Puts
$79.5M
Net Calls
-$30.7M
Net Calls Change
+$6.78M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$106M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
4
Ameriprise
Ameriprise
Minnesota
+$101M
5
DZ Bank
DZ Bank
Germany
+$94.7M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$414M
2
JSP
Jackson Square Partners
California
-$233M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$163M
4
A
AustralianSuper
Australia
-$136M
5
Victory Capital Management
Victory Capital Management
Texas
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
626
Wolverine Asset Management
Illinois
$38K +$38K +247 New
MCM
627
Manchester Capital Management
Vermont
$36K +$476 +3 +1%
PFWA
628
Paces Ferry Wealth Advisors
Georgia
$36K +$36K +226 New
BWM
629
Baystate Wealth Management
Massachusetts
$32K – – –
JWM
630
Jeppson Wealth Management
California
$32K +$32K +200 New
SQA
631
Simon Quick Advisors
New Jersey
$31K -$8.66K -55 -22%
TAIM
632
TD Ameritrade Investment Management
Nebraska
$31K +$1.57K +10 +5%
FHC
633
First Horizon Corporation
Tennessee
$31K +$31K +201 New
CCA
634
Column Capital Advisors
Indiana
$26K – – –
JCM
635
Jacobi Capital Management
Pennsylvania
$26K – – –
PFBT
636
Parkside Financial Bank & Trust
Missouri
$26K +$2.26K +14 +10%
CI
637
CX Institutional
Indiana
$26K +$4.33K +28 +20%
BAM
638
Barrett Asset Management
New York
$24K – – –
HFM
639
Harvest Fund Management
China
$24K +$24K +155 New
FHA
640
Flagship Harbor Advisors
Massachusetts
$23K – – –
GWS
641
Glassman Wealth Services
Virginia
$22K +$8.64K +55 +65%
HIA
642
Harbor Investment Advisory
Maryland
$19K – – –
FWM
643
Focused Wealth Management
New York
$19K – – –
TFS
644
TrustCore Financial Services
Tennessee
$18K -$8.92K -57 -33%
SLF
645
Sun Life Financial
Ontario, Canada
$18K +$947 +6 +6%
OIA
646
Optimum Investment Advisors
Illinois
$17K – – –
HL
647
Harding Loevner
New Jersey
$16K – – –
SIM
648
Sonora Investment Management
Arizona
$16K – – –
BCM
649
Blume Capital Management
California
$16K – – –
FMII
650
Farmers & Merchants Investments Inc
Nebraska
$15K +$319 +2 +2%
24 25
26
27 28