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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 %
SF
726
Synovus Financial
Georgia
– -$121K -840 Closed
WFMPM
727
Woodley Farra Manion Portfolio Management
Indiana
– -$105K -740 Closed
CAN
728
Cetera Advisor Networks
California
– -$80K -562 Closed
PI
729
PineBridge Investments
New York
– -$74K -519 Closed
PA
730
Procyon Advisors
Connecticut
– -$59K -414 Closed
CG
731
Cutler Group
California
– -$46K -330 Closed
NICM
732
Neo Ivy Capital Management
New York
– -$46K -327 Closed
KPW
733
Kore Private Wealth
New York
– -$42K -301 Closed
ACA
734
Atlas Capital Advisors
Wyoming
– -$41.1K -290 Closed
CFG
735
Citizens Financial Group
Rhode Island
– -$36K -258 Closed
RWB
736
RMR Wealth Builders
New Jersey
– -$25K -173 Closed
RIM
737
Rockbridge Investment Management
New York
– -$24K -172 Closed
OSNBOA
738
Old Second National Bank of Aurora
Illinois
– -$23K -163 Closed
HIIFS
739
Harel Insurance Investments & Financial Services
Israel
– -$14K -100 Closed
BL
740
Balentine LLC
Georgia
– -$7K -51 Closed
AF
741
Advisornet Financial
Minnesota
– -$3K -20 Closed
EWP
742
Engrave Wealth Partners
Texas
– -$2K -19 Closed
RWA
743
Ropes Wealth Advisors
Massachusetts
– -$2K -13 Closed
HF
744
Halpern Financial
Virginia
– -$1.7K -12 Closed
MPWT
745
MassMutual Private Wealth & Trust
Connecticut
– -$1K -9 Closed
AWM
746
Apollon Wealth Management
South Carolina
– -$1K -8 Closed
CB
747
CNB Bank
Pennsylvania
– -$1K -4 Closed
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