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397 hedge funds and large institutions have $18.1B invested in IQVIA in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

20% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $7.72M

10% more capital invested

Capital invested by funds: $16.5B → $18.1B (+$1.62B)

6% more funds holding

Funds holding: 375397 (+22)

5.43% more ownership

Funds ownership: 86.9%92.32% (+5.4%)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 170

Holders
397
Holders Change
+22
Holders Change %
+5.87%
% of All Funds
9.9%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
61
Increased
122
Reduced
170
Closed
37
Calls
$9.24M
Puts
$7.72M
Net Calls
+$1.51M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
BTNA
226
Bremer Trust National Association
Minnesota
$1.05M +$205K +2,423 +26%
American Century Companies
227
American Century Companies
Missouri
$1.04M -$5.32K -63 -0.5%
Balyasny Asset Management
228
Balyasny Asset Management
Illinois
$1.04M -$710K -8,412 -42%
AG
229
Advisor Group
Arizona
$1.04M +$182K +2,159 +23%
OC
230
Oppenheimer & Co
New York
$1.01M +$7.09K +84 +0.7%
B
231
BP
United Kingdom
$984K
IAA
232
Independent Advisor Alliance
North Carolina
$942K +$338 +4 +0%
Schroder Investment Management Group
233
Schroder Investment Management Group
United Kingdom
$926K -$3.4M -40,214 -80%
Prudential Financial
234
Prudential Financial
New Jersey
$906K -$726K -8,600 -46%
GIG
235
Goodnow Investment Group
Connecticut
$895K +$844K +10,000 New
CIBC Asset Management
236
CIBC Asset Management
Ontario, Canada
$886K -$6.75K -80 -0.8%
MYLI
237
Meiji Yasuda Life Insurance
Japan
$886K +$836K +9,900 New
AIMCA
238
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$873K +$824K +9,754 New
OAM
239
Oppenheimer Asset Management
New York
$833K -$17.8K -211 -2%
ECM
240
ETrade Capital Management
Virginia
$831K +$32.2K +381 +4%
CAM
241
Capstone Asset Management
Texas
$788K -$35.5K -420 -5%
Manulife (Manufacturers Life Insurance)
242
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$783K +$50.8K +602 +7%
SOADOR
243
State of Alaska Department of Revenue
Alaska
$745K +$447K +5,300 +175%
PMG
244
ProVise Management Group
Florida
$741K +$348K +4,117 +99%
SB
245
Suntrust Banks
Georgia
$713K +$76.3K +904 +13%
CAM
246
Carret Asset Management
New York
$702K
B
247
Barings
North Carolina
$695K -$1.75M -20,766 -73%
First Manhattan
248
First Manhattan
New York
$662K +$565K +6,692 +949%
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$659K -$50.3K -596 -7%
GRP
250
Global Retirement Partners
California
$647K +$21.4K +253 +4%

IQV Hedge Fund Activity: Q2 2017 in Review

397 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2017, worth a combined $18.1B — up 9.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IQV positions and 37 closed out — a net gain of 24 holders — while 122 added to existing stakes and 170 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $550M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $435M.

  • 397 institutional investors held IQVIA (IQV) as of Q2 2017, up from 375 in Q1 2017.
  • Funds reported $18.1B of IQVIA stock for Q2 2017, up 9.8% quarter-over-quarter.
  • 61 funds opened new IQVIA positions in Q2 2017 and 37 closed out, a net change of +24 holders.
  • The largest IQVIA buyer in Q2 2017 was Janus Henderson Group, an estimated $550M added.
  • The largest IQVIA seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $435M sold.

Based on aggregated 13F filings for Q2 2017.