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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 %
RPWA
701
Regent Peak Wealth Advisors
Georgia
$15K +$15K +81 New
AIG
702
American International Group
New York
$13K -$222 -1,241 -2%
SIC
703
Salem Investment Counselors
North Carolina
$13K – – –
AF
704
Allworth Financial
California
$13K +$13K +73 New
ME
705
McIlrath & Eck
Washington
$12K – – –
CMA
706
Cedar Mountain Advisors
Oregon
$12K – – –
TCOV
707
Trust Company of Vermont
Vermont
$11K – – –
TWM
708
Tradition Wealth Management
Minnesota
$11K +$11K +60 New
FF
709
FourThought Financial
Florida
$11K +$11K +62 New
PI
710
PEAK6 Investments
Illinois
$10K -$3.57M -19,645 -100%
BWL
711
Bogart Wealth LLC
Virginia
$10K – – –
TWA
712
TCI Wealth Advisors
Arizona
$10K +$10K +55 New
FMP
713
Financial Management Professionals
Texas
$9K – – –
HIM
714
Hillsdale Investment Management
Ontario, Canada
$9K +$9K +50 New
PMFA
715
Plante Moran Financial Advisors
Michigan
$8K – – –
SWA
716
Sutton Wealth Advisors
Florida
$7.35K +$538 +3 +8%
ST
717
Smithfield Trust
Pennsylvania
$7K +$5.67K +34 +425%
WPA
718
West Paces Advisors
Georgia
$6.63K – – –
CWA
719
Carolina Wealth Advisors
South Carolina
$6K -$8.73K -48 -59%
WB
720
Webster Bank
Connecticut
$6K – – –
MA
721
MUFG Americas
New York
$6K +$545 +3 +10%
DAM
722
Delta Asset Management
Tennessee
$5K – – –
TIM
723
Tortoise Investment Management
New York
$5K – – –
PWMG
724
Prestige Wealth Management Group
New Jersey
$5K +$1K +6 +25%
CCA
725
Childress Capital Advisors
Texas
$5K +$5K +27 New
27 28
29
30 31