We are live on ! Find out more

353 hedge funds and large institutions have $7.3B invested in IQVIA in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $1.84M

33% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $6.85B → $7.3B (+$451M)

3.48% more ownership

Funds ownership: 89.94%93.42% (+3.5%)

3% more funds holding

Funds holding: 344353 (+9)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 122

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
353
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
9.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
57
Increased
131
Reduced
122
Closed
43
Calls
$4.25M
Puts
$1.84M
Net Calls
+$2.41M
Net Calls Change
+$411K
Name Holding Trade Value Shares
Change
Change in
Stake
GS
226
GAM Systematic
United Kingdom
$1.04M -$442K -6,599 -29%
URS
227
Utah Retirement Systems
Utah
$987K +$60.3K +900 +6%
Citadel Advisors
228
Citadel Advisors
Florida
$978K -$6.17M -92,122 -86%
UCFA
229
United Capital Financial Advisors
Texas
$973K -$199K -2,966 -17%
BMM
230
Buffington Mohr McNeal
Idaho
$968K
WRBC
231
W.R. Berkley Corp
Connecticut
$943K +$968K +14,444 New
AB
232
Amalgamated Bank
New York
$926K +$182K +2,710 +29%
MA
233
MUFG Americas
New York
$911K -$603 -9 -0.1%
DA
234
Denali Advisors
California
$908K -$509K -7,600 -35%
CIBC Private Wealth Group
235
CIBC Private Wealth Group
Georgia
$888K -$26.8K -400 -3%
NAM
236
NorthCoast Asset Management
Connecticut
$862K
Neuberger Berman Group
237
Neuberger Berman Group
New York
$838K -$33.5K -500 -4%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$831K -$3.42K -51 -0.4%
Temasek Holdings
239
Temasek Holdings
Singapore
$760K -$42.1M -627,535 -98%
Asset Management One
240
Asset Management One
Japan
$751K -$1.28M -19,055 -62%
Royal Bank of Canada
241
Royal Bank of Canada
Ontario, Canada
$702K -$11.6M -172,423 -94%
MC
242
Montag & Caldwell
Georgia
$690K +$3.35K +50 +0.5%
AP
243
AHL Partners
United Kingdom
$662K +$273K +4,071 +67%
CSS
244
Cubist Systematic Strategies
Connecticut
$654K -$190K -2,833 -22%
Nomura Asset Management
245
Nomura Asset Management
Japan
$651K -$30.2K -450 -4%
CS
246
Candriam SCA
Luxembourg
$640K +$128K +1,916 +24%
CG
247
Clinton Group
New York
$576K +$590K +8,812 New
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$568K +$294K +4,390 +102%
MF
249
Magnetar Financial
Illinois
$552K +$566K +8,452 New
IRF
250
IBM Retirement Fund
New York
$544K +$24.5K +365 +5%

IQV Hedge Fund Activity: Q2 2016 in Review

353 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2016, worth a combined $7.3B — up 6.6% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IQV positions and 43 closed out — a net gain of 14 holders — while 131 added to existing stakes and 122 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $222M. The largest seller was Winslow Capital Management, cutting an estimated $152M.

  • 353 institutional investors held IQVIA (IQV) as of Q2 2016, up from 344 in Q1 2016.
  • Funds reported $7.3B of IQVIA stock for Q2 2016, up 6.6% quarter-over-quarter.
  • 57 funds opened new IQVIA positions in Q2 2016 and 43 closed out, a net change of +14 holders.
  • The largest IQVIA buyer in Q2 2016 was Harris Associates, an estimated $222M added.
  • The largest IQVIA seller in Q2 2016 was Winslow Capital Management, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2016.