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520 hedge funds and large institutions have $18.9B invested in IQVIA in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 188 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 51

38% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $11.7M

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

10% more funds holding

Funds holding: 472520 (+48)

7% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 176

0.74% less ownership

Funds ownership: 93.39%92.65% (-0.74%)

1% less capital invested

Capital invested by funds: $19.1B → $18.9B (-$233M)

Holders
520
Holders Change
+48
Holders Change %
+10.17%
% of All Funds
11.79%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
102
Increased
188
Reduced
176
Closed
51
Calls
$16.1M
Puts
$11.7M
Net Calls
+$4.43M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Vision Capital Management
Oregon
$2.39M -$94.2K -925 -4%
AG
227
Advisor Group
Arizona
$2.32M +$840K +8,249 +53%
EIM
228
ExxonMobil Investment Management
Texas
$2.27M -$461K -4,529 -16%
Bank of Nova Scotia
229
Bank of Nova Scotia
Ontario, Canada
$2.25M -$331K -3,256 -12%
Balyasny Asset Management
230
Balyasny Asset Management
Illinois
$2.21M -$7.31M -71,799 -76%
CGH
231
Crossmark Global Holdings
Texas
$2.21M +$99K +972 +5%
OSNBOA
232
Old Second National Bank of Aurora
Illinois
$2.17M -$35.7K -351 -2%
FDCDDQ
233
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.15M +$1.87M +18,380 +511%
Mitsubishi UFJ Asset Management
234
Mitsubishi UFJ Asset Management
Japan
$2.12M -$33.6K -330 -2%
AIM
235
Achmea Investment Management
Netherlands
$2.12M +$947K +9,307 +75%
HCM
236
Highbridge Capital Management
New York
$2.05M +$2.13M +20,944 New
SEC
237
Seven Eight Capital
New York
$2.05M +$2.13M +20,944 New
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$2.05M -$2.47M -24,259 -54%
AB
239
Amalgamated Bank
New York
$2.01M +$518K +5,093 +33%
CS
240
Candriam SCA
Luxembourg
$2M -$188K -1,843 -8%
TWA
241
Tillar-Wenstrup Advisors
Ohio
$2M -$63.4K -623 -3%
MSA
242
Mason Street Advisors
Wisconsin
$1.99M -$77.4K -760 -4%
MOACM
243
Mutual of America Capital Management
New York
$1.93M +$37.8K +371 +2%
Nomura Asset Management
244
Nomura Asset Management
Japan
$1.92M -$69.5K -683 -3%
SO
245
STRS Ohio
Ohio
$1.9M -$4.89K -48 -0.2%
PCM
246
Parsons Capital Management
Rhode Island
$1.9M -$14K -138 -0.7%
State of New Jersey Common Pension Fund D
247
State of New Jersey Common Pension Fund D
New Jersey
$1.88M
GT
248
Glenmede Trust
Pennsylvania
$1.88M -$2.17M -21,311 -53%
VLKIM
249
Van Lanschot Kempen Investment Management
Netherlands
$1.88M +$43.8K +430 +2%
SLAM
250
Swiss Life Asset Management
$1.86M +$424K +4,164 +28%

IQV Hedge Fund Activity: Q4 2017 in Review

520 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2017, worth a combined $18.9B — down 1.2% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IQV positions and 51 closed out — a net gain of 51 holders — while 188 added to existing stakes and 176 trimmed.

The largest buyer was Eminence Capital, adding an estimated $236M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $552M.

  • 520 institutional investors held IQVIA (IQV) as of Q4 2017, up from 472 in Q3 2017.
  • Funds reported $18.9B of IQVIA stock for Q4 2017, down 1.2% quarter-over-quarter.
  • 102 funds opened new IQVIA positions in Q4 2017 and 51 closed out, a net change of +51 holders.
  • The largest IQVIA buyer in Q4 2017 was Eminence Capital, an estimated $236M added.
  • The largest IQVIA seller in Q4 2017 was TPG Group Holdings (SBS) Advisors, an estimated $552M sold.

Based on aggregated 13F filings for Q4 2017.