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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 %
EI
651
Ellevest Inc
New York
$5K +$5K +32 New
ED
652
Exane Derivatives
France
$4.54K – – –
MA
653
MUFG Americas
New York
$4K -$3.33K -25 -45%
EW
654
Evoke Wealth
California
$4K – – –
TIM
655
Tortoise Investment Management
New York
$4K – – –
DAM
656
Delta Asset Management
Tennessee
$4K – – –
LAS
657
Lloyd Advisory Services
Georgia
$4K +$4K +28 New
KFS
658
Kelly Financial Services
Massachusetts
$3.12K – – –
AF
659
Advisornet Financial
Minnesota
$3K -$34.2K -228 -92%
PWMG
660
Prestige Wealth Management Group
New Jersey
$3K -$4K -32 -57%
FRA
661
Front Row Advisors
California
$3K -$1.04K -8 -26%
HWA
662
HHM Wealth Advisors
Tennessee
$3K +$3K +23 New
HR
663
Howe & Rusling
New York
$2K -$286 -2 -13%
LWM
664
Liberty Wealth Management
California
$2K – – –
Acadian Asset Management
665
Acadian Asset Management
Massachusetts
$2K – – –
HI
666
Hudock Inc
Pennsylvania
$2K – – –
EWP
667
Engrave Wealth Partners
Texas
$2K – – –
BWA
668
Burt Wealth Advisors
Maryland
$2K +$2K +11 New
RWA
669
Ropes Wealth Advisors
Massachusetts
$2K +$2K +13 New
HF
670
Halpern Financial
Virginia
$1.7K +$1.7K +12 New
CB
671
CNB Bank
Pennsylvania
$1K -$345K -1,381 -100%
BWM
672
BerganKDV Wealth Management
Minnesota
$1K -$667 -4 -40%
CAM
673
ClariVest Asset Management
California
$1K – – –
AWM
674
Apollon Wealth Management
South Carolina
$1K +$1K +8 New
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +9 New
25 26
27
28 29