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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 %
RFA
726
Reilly Financial Advisors
California
$5K +$5K +28 New
FFG
727
Fortem Financial Group
California
$5K +$5K +28 New
BAM
728
Barrett Asset Management
New York
$4K -$20K -125 -83%
HWA
729
HHM Wealth Advisors
Tennessee
$4K – – –
FRA
730
Front Row Advisors
California
$4K – – –
NSB
731
Norway Savings Bank
Maine
$4K +$4K +21 New
Jones Financial Companies
732
Jones Financial Companies
Missouri
$4K +$4K +25 New
KFS
733
Kelly Financial Services
Massachusetts
$3.94K – – –
HI
734
Hudock Inc
Pennsylvania
$3K – – –
TFM
735
TFC Financial Management
Massachusetts
$3K – – –
CB
736
CNB Bank
Pennsylvania
$3K +$3K +16 New
LAS
737
Lloyd Advisory Services
Georgia
$2K -$909 -5 -31%
HR
738
Howe & Rusling
New York
$2K -$400 -2 -17%
NFSG
739
Newbridge Financial Services Group
Florida
$2K -$167 -1 -8%
SFSIG
740
San Francisco Sentry Investment Group
California
$2K – – –
BWA
741
Burt Wealth Advisors
Maryland
$2K – – –
MLFP
742
MPS Loria Financial Planners
Illinois
$2K +$2K +9 New
DWP
743
Destiny Wealth Partners
Florida
$2K +$2K +10 New
CCC
744
Crescent Capital Consulting
Louisiana
$2K +$2K +10 New
SFO
745
Standard Family Office
South Dakota
$2K +$2K +11 New
AssetMark Inc
746
AssetMark Inc
California
$2K +$2K +12 New
AWG
747
Altus Wealth Group
Colorado
$2K +$2K +13 New
LWM
748
Liberty Wealth Management
California
$1K -$333 -3 -25%
CAM
749
ClariVest Asset Management
California
$1K – – –
BWM
750
BerganKDV Wealth Management
Minnesota
$1K – – –
28 29
30
31 32