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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 %
CCM
651
Covington Capital Management
California
$62K -$29.6K -166 -32%
HFM
652
Harvest Fund Management
China
$62K +$34.5K +195 +126%
JGIA
653
Jackson Grant Investment Advisers
Connecticut
$62K +$62K +345 New
CAAS
654
Capital Asset Advisory Services
Michigan
$58K +$58K +326 New
EI
655
Ellevest Inc
New York
$57K +$43.6K +243 +324%
AWA
656
Arkadios Wealth Advisors
Georgia
$56K -$128K -718 -70%
GC
657
Grace Capital
Massachusetts
$55K +$55K +307 New
RWB
658
RMR Wealth Builders
New Jersey
$55K +$55K +309 New
CA
659
Clearstead Advisors
Ohio
$54K – – –
ACA
660
Atlas Capital Advisors
Wyoming
$52K +$52K +290 New
CI
661
CX Institutional
Indiana
$47K +$16.7K +93 +55%
PHK
662
Point72 Hong Kong
Hong Kong
$47K +$47K +263 New
EWA
663
Evolution Wealth Advisors
Florida
$45K -$87.3K -487 -66%
BFEC
664
Benjamin F. Edwards & Company
Missouri
$45K – – –
MCM
665
Manchester Capital Management
Vermont
$41K – – –
PCG
666
Private Capital Group
Connecticut
$39K -$7.19K -40 -16%
FHC
667
First Horizon Corporation
Tennessee
$37K +$1.92K +11 +5%
BWM
668
Baystate Wealth Management
Massachusetts
$36K – – –
SPWG
669
Sage Private Wealth Group
Illinois
$36K +$36K +201 New
TAIM
670
TD Ameritrade Investment Management
Nebraska
$35K -$359 -2 -1%
SIAG
671
Safeguard Investment Advisory Group
California
$34K +$34K +192 New
GWS
672
Glassman Wealth Services
Virginia
$33K +$7.62K +42 +30%
PFBT
673
Parkside Financial Bank & Trust
Missouri
$31K +$2.32K +13 +8%
IAIM
674
International Assets Investment Management
Florida
$31K +$31K +175 New
CCA
675
Column Capital Advisors
Indiana
$30K – – –
25 26
27
28 29