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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 %
CA
676
Crewe Advisors
Utah
$5K +$5K +30 New
PWMG
677
Prestige Wealth Management Group
New Jersey
$4K – – –
FRA
678
Front Row Advisors
California
$4K – – –
HWA
679
HHM Wealth Advisors
Tennessee
$4K – – –
FCH
680
Freestone Capital Holdings
Washington
$3.78K +$3.78K +24 New
KFS
681
Kelly Financial Services
Massachusetts
$3.47K – – –
CPA
682
Clear Perspective Advisors
Illinois
$3.33K +$53 +30 +2%
LAS
683
Lloyd Advisory Services
Georgia
$3K -$2.25K -12 -43%
HR
684
Howe & Rusling
New York
$2K -$333 -2 -14%
LWM
685
Liberty Wealth Management
California
$2K – – –
BWA
686
Burt Wealth Advisors
Maryland
$2K – – –
HI
687
Hudock Inc
Pennsylvania
$2K – – –
SFSIG
688
San Francisco Sentry Investment Group
California
$2K +$2K +11 New
ACM
689
AUA Capital Management
Pennsylvania
$2K +$2K +12 New
NFSG
690
Newbridge Financial Services Group
Florida
$2K +$2K +13 New
TFM
691
TFC Financial Management
Massachusetts
$2K +$2K +14 New
ST
692
Smithfield Trust
Pennsylvania
$1K -$34.4K -275 -97%
CAM
693
ClariVest Asset Management
California
$1K – – –
BWM
694
BerganKDV Wealth Management
Minnesota
$1K – – –
CFB
695
Cullen/Frost Bankers
Texas
$1K +$1K +4 New
TGHSA
696
TPG Group Holdings (SBS) Advisors
Texas
– -$414M -2,919,051 Closed
A
697
AustralianSuper
Australia
– -$136M -961,789 Closed
MG
698
Meritage Group
California
– -$100M -707,750 Closed
CTA
699
Carillon Tower Advisers
Florida
– -$54.5M -383,817 Closed
O
700
OrbiMed
New York
– -$24.8M -175,000 Closed
26 27
28
29 30