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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 %
JCM
676
Jacobi Capital Management
Pennsylvania
$30K – – –
FGAM
677
Financial Gravity Asset Management
Texas
$29K +$29K +166 New
APP
678
Alpha Paradigm Partners
Illinois
$28K +$28K +156 New
TIAM2
679
Tru Independence Asset Management 2
Oregon
$27K +$27K +153 New
FCH
680
Freestone Capital Holdings
Washington
$25.1K +$20.8K +116 +483%
ONST
681
Old North State Trust
North Carolina
$24K -$21.3K -120 -47%
PWM
682
Perigon Wealth Management
California
$23K +$23K +126 New
MC
683
Maverick Capital
Texas
$23K +$23K +129 New
CYG
684
Clean Yield Group
Vermont
$22K +$9.02K +50 +69%
GLLW
685
Graves Light Lenhart Wealth
Virginia
$22K +$22K +125 New
HIA
686
Harbor Investment Advisory
Maryland
$21K – – –
TFS
687
TrustCore Financial Services
Tennessee
$21K – – –
HNB
688
Huntington National Bank
Ohio
$21K +$13.9K +78 +195%
FPS
689
Fieldpoint Private Securities
Connecticut
$21K +$21K +115 New
OIA
690
Optimum Investment Advisors
Illinois
$20K – – –
SLF
691
Sun Life Financial
Ontario, Canada
$20K – – –
CIA
692
CSat Investment Advisory
Michigan
$19K -$285K -1,621 -94%
CL
693
COWA LLC
Oklahoma
$19K +$19K +102 New
SIM
694
Sonora Investment Management
Arizona
$18K – – –
BCM
695
Blume Capital Management
California
$18K – – –
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
EW
697
Evoke Wealth
California
$17K – – –
EFSCE
698
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$1.05K +6 +7%
FWM
699
Focused Wealth Management
New York
$16K -$5.75K -32 -26%
EARNEST Partners
700
EARNEST Partners
Georgia
$16K – – –
26 27
28
29 30