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IQVIA
IQV

Overview Fund Activity

686 hedge funds and large institutions have $26.6B invested in IQVIA in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 228 increasing their positions, 248 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
+20
Holders Change %
+3%
% of All Funds
13.55%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.51%
New
103
Increased
228
Reduced
248
Closed
69
Calls
$296M
Puts
$66.3M
Net Calls
+$230M
Net Calls Change
+$233M

Top Buyers

1
A
AustralianSuper
Australia
+$178M
2
Goldman Sachs
Goldman Sachs
New York
+$176M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$145M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$124M
5
Bessemer Group
Bessemer Group
New Jersey
+$110M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$218M
2
ECU
Egerton Capital (UK)
United Kingdom
-$214M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$207M
4
SCM
Suvretta Capital Management
New York
-$123M
5
FCM
Farallon Capital Management
California
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
726
SlateStone Wealth
Florida
– -$315K -2,107 Closed
O
727
Ossiam
France
– -$291K -1,947 Closed
ER
728
Enlightenment Research
Florida
– -$254K -1,700 Closed
KP
729
Keel Point
Alabama
– -$253K -1,695 Closed
PRC
730
Pearl River Capital
Michigan
– -$245K -1,641 Closed
VAS
731
Vestmark Advisory Solutions
Massachusetts
– -$244K -1,631 Closed
MIP
732
Marietta Investment Partners
Wisconsin
– -$230K -1,540 Closed
N
733
Natixis
France
– -$230K -1,537 Closed
SCP
734
Stamos Capital Partners
California
– -$156K -1,044 Closed
ACC
735
Accident Compensation Corp
New Zealand
– -$139K -932 Closed
HFM
736
Harvest Fund Management
China
– -$104K -698 Closed
LWM
737
Lenox Wealth Management
Ohio
– -$51K -344 Closed
CCA
738
Catalyst Capital Advisors
New York
– -$48K -321 Closed
AIM
739
AIA Investment Management
Singapore
– -$37K -249 Closed
CIAS
740
Capital Investment Advisory Services
North Carolina
– -$33K -219 Closed
CJA
741
C-J Advisory
California
– -$28K -186 Closed
FPFS
742
First Personal Financial Services
North Carolina
– -$18K -121 Closed
SWP
743
Strategic Wealth Partners
Ohio
– -$15 -104 Closed
CAPTRUST Financial Advisors
744
CAPTRUST Financial Advisors
North Carolina
– -$13K -89 Closed
AW
745
Alpha Windward
Massachusetts
– -$11K -75 Closed
AS
746
Altshuler Shaham
Israel
– -$9K -62 Closed
TC
747
Truvestments Capital
Florida
– -$7K -44 Closed
CBT
748
Capital Bank & Trust
California
– -$2K -14 Closed
GWAG
749
Garrett Wealth Advisory Group
Texas
– -$1.79K -12 Closed
AA
750
Advisory Alpha
Michigan
– -$1.31K -9 Closed
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