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IQVIA
IQV

Overview Fund Activity

757 hedge funds and large institutions have $30.1B invested in IQVIA in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 319 increasing their positions, 232 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+61
Holders Change %
+8.76%
% of All Funds
13.43%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
118
Increased
319
Reduced
232
Closed
48
Calls
$54.5M
Puts
$38.9M
Net Calls
+$15.6M
Net Calls Change
+$46.3M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$182M
2
BlackRock
BlackRock
New York
+$123M
3
FCM
Farallon Capital Management
California
+$92.6M
4
TG
TCW Group
California
+$92M
5
Morgan Stanley
Morgan Stanley
New York
+$86.7M

Top Sellers

1
JSP
Jackson Square Partners
California
-$386M
2
LP
Longview Partners
Guernsey
-$255M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$213M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$175M
5
Citadel Advisors
Citadel Advisors
Florida
-$131M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
626
Lindbrook Capital
California
$111K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
627
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$111K +$111K +620 New
LJHT
628
Laurie J. Hall Trustee
$108K – – –
PFO
629
Pathstone Family Office
New Jersey
$100K +$100K +557 New
BCA
630
Berman Capital Advisors
Georgia
$99K +$11.5K +65 +13%
CAL
631
Capital Analysts LLC
Pennsylvania
$98K – – –
CTC
632
Central Trust Company
Missouri
$94K +$2.69K +15 +3%
NFG
633
Next Financial Group
Texas
$88K – – –
QCG
634
Quadrant Capital Group
Ohio
$86K -$35.7K -200 -29%
VCG
635
Vantage Consulting Group
Virginia
$84K +$84K +470 New
CFA
636
Carroll Financial Associates
North Carolina
$81K +$23.9K +135 +42%
CWP
637
Concord Wealth Partners
Virginia
$77K +$77K +429 New
CFGS
638
Concourse Financial Group Securities
Alabama
$76K -$86.9K -487 -53%
NIM
639
NuWave Investment Management
New Jersey
$75K -$47.7K -267 -39%
OC
640
Oakworth Capital
Alabama
$75K – – –
CB
641
Community Bank
New York
$74K – – –
HPC
642
HM Payson & Co
Maine
$74K +$2.33K +13 +3%
MIM
643
Merrion Investment Management
New Jersey
$72K +$72K +400 New
CWC
644
Carolinas Wealth Consulting
North Carolina
$71K -$16.4K -91 -19%
PCM
645
Penserra Capital Management
California
$71K +$16.3K +91 +30%
IA
646
Inspire Advisors
Idaho
$67K +$67K +372 New
AW
647
Avion Wealth
Texas
$67K +$67K +374 New
VRM
648
Vectors Research Management
New York
$67K +$67K +374 New
Kayne Anderson Rudnick Investment Management
649
Kayne Anderson Rudnick Investment Management
California
$66K – – –
AIM
650
Anchor Investment Management
South Carolina
$62.7K +$62.7K +350 New
24 25
26
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