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IQVIA
IQV

222 hedge funds and large institutions have $5.92B invested in IQVIA in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

32% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 66

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 195 → 222 (+27)

5% more capital invested

Capital invested by funds: $5.64B → $5.92B (+$282M)

2.11% more ownership

Funds ownership: 81.31% → 83.42% (+2.1%)

10% less call options, than puts

Call options by funds: $3.08M | Put options by funds: $3.42M

Holders
222
Holders Change
+27
Holders Change %
+13.85%
% of All Funds
6.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
45
Increased
87
Reduced
66
Closed
18
Calls
$3.08M
Puts
$3.42M
Net Calls
-$332K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
+$42.7M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$34.7M
3
First Trust Advisors
First Trust Advisors
Illinois
+$32.5M
4
GAM
Gotham Asset Management
New York
+$26.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$22.7M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$94.2M
2
Capital World Investors
Capital World Investors
California
-$63.9M
3
Citadel Advisors
Citadel Advisors
Florida
-$52.6M
4
Lazard Asset Management
Lazard Asset Management
New York
-$22.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$20.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
226
Point72 Asset Management
Connecticut
– -$602K -11,300 Closed
SCA
227
Secor Capital Advisors
New York
– -$596K -11,181 Closed
Nomura Holdings
228
Nomura Holdings
Japan
– -$571K -10,782 Closed
Credit Agricole
229
Credit Agricole
France
– -$530K -9,940 Closed
QSS
230
Quantitative Systematic Strategies
Florida
– -$503K -9,684 Closed
CC
231
Cipher Capital
New York
– -$417K -7,819 Closed
AL
232
Airain Ltd
Guernsey
– -$353K -6,626 Closed
PA
233
Perceptive Advisors
New York
– -$100K -1,875 Closed
QT
234
Quantbot Technologies
New York
– -$77K -1,449 Closed
ERSOT
235
Employees Retirement System of Texas
Texas
– -$76K -1,433 Closed
Group One Trading
236
Group One Trading
Illinois
– -$61.5K -1,100 Closed
1IC
237
1919 Investment Counsel
Maryland
– -$2K -35 Closed
RFS
238
Rockefeller Financial Services
New York
– -$1K -25 Closed
EWM
239
Evercore Wealth Management
New York
– -$1K -21 Closed
MFS
240
MSI Financial Services
Massachusetts
– -$56 -1 -50%
6 7 8 9
10

IQV Hedge Fund Activity: Q3 2014 in Review

222 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2014, worth a combined $5.92B — up 5% from $5.64B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IQV positions and 18 closed out — a net gain of 27 holders — while 87 added to existing stakes and 66 trimmed.

The largest buyer was William Blair & Company, opening a new position worth an estimated $42.7M. The largest seller was Wells Fargo, cutting an estimated $94.2M.

  • 222 institutional investors held IQVIA (IQV) as of Q3 2014, up from 195 in Q2 2014.
  • Funds reported $5.92B of IQVIA stock for Q3 2014, up 5% quarter-over-quarter.
  • 45 funds opened new IQVIA positions in Q3 2014 and 18 closed out, a net change of +27 holders.
  • The largest IQVIA buyer in Q3 2014 was William Blair & Company, an estimated $42.7M added.
  • The largest IQVIA seller in Q3 2014 was Wells Fargo, an estimated $94.2M sold.

Based on aggregated 13F filings for Q3 2014.