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IQVIA
IQV

Overview Fund Activity

677 hedge funds and large institutions have $24.2B invested in IQVIA in 2020 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 251 increasing their positions, 251 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+18
Holders Change %
+2.73%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.53%
New
94
Increased
251
Reduced
251
Closed
72
Calls
$47.4M
Puts
$85M
Net Calls
-$37.5M
Net Calls Change
-$44.9M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$237M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.92B
3
AllianceBernstein
AllianceBernstein
Tennessee
$803M
4
KCM
Kensico Capital Management
Connecticut
$127M
5
Citadel Advisors
Citadel Advisors
Florida
$168M

Top Sellers

1
JSP
Jackson Square Partners
California
$557M
2
GCM
Glenview Capital Management
New York
$78.2M
3
Victory Capital Management
Victory Capital Management
Texas
$121M
4
MG
Meritage Group
California
$100M
5
Man Group
Man Group
United Kingdom
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
726
Financial Gravity Asset Management
Texas
– -$83 -768 Closed
EWM
727
EPG Wealth Management
Georgia
– -$77K -717 Closed
IUHSA
728
Itau Unibanco Holding S.A.
Brazil
– -$42K -394 Closed
NSIM
729
North Star Investment Management
Illinois
– -$40K -367 Closed
AIM
730
Anchor Investment Management
South Carolina
– -$37.8K -350 Closed
NIT
731
NumerixS Investment Technologies
British Columbia, Canada
– -$36K -337 Closed
FA
732
Fortis Advisors
Pennsylvania
– -$32K -293 Closed
RCA
733
Ranch Capital Advisors
Florida
– -$22K -208 Closed
DI
734
Disciplined Investments
Oklahoma
– -$20K -184 Closed
H
735
Hexavest
Quebec, Canada
– -$12K -110 Closed
SC
736
Solstein Capital
California
– -$10K -95 Closed
PGAM
737
Princeton Global Asset Management
New Jersey
– -$10K -90 Closed
PRC
738
Pearl River Capital
Michigan
– -$7K -66 Closed
RFM
739
Royal Fund Management
Florida
– -$4K -42 Closed
SFSIG
740
San Francisco Sentry Investment Group
California
– -$4K -34 Closed
LWA
741
Lowe Wealth Advisors
Maryland
– -$3K -25 Closed
BHWM
742
Bay Harbor Wealth Management
Maryland
– -$2K -19 Closed
WQ
743
Wealth Quarterback
New Jersey
– -$1.83K -17 Closed
SNT
744
Security National Trust
West Virginia
– -$1K -12 Closed
LWA
745
Lenox Wealth Advisors
New York
– -$1K -12 Closed
PW
746
Price Wealth
Texas
– -$1K -9 Closed
AIC
747
Ameritas Investment Company
Nebraska
– -$1K -8 Closed
CAM
748
CenterStar Asset Management
Illinois
– -$465K – –
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