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293 hedge funds and large institutions have $7.83B invested in IQVIA in 2015 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 75

75% more call options, than puts

Call options by funds: $18M | Put options by funds: $10.2M

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $7.16B → $7.83B (+$670M)

3% more funds holding

Funds holding: 284293 (+9)

3.06% more ownership

Funds ownership: 85.64%88.7% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
293
Holders Change
+9
Holders Change %
+3.17%
% of All Funds
7.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
47
Increased
147
Reduced
75
Closed
37
Calls
$18M
Puts
$10.2M
Net Calls
+$7.71M
Net Calls Change
+$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
251
Assured Investment Management
New York
$170K +$161K +2,343 New
Citigroup
252
Citigroup
New York
$157K +$10.4K +151 +8%
AIG
253
American International Group
New York
$148K +$22.6K +330 +19%
LIA
254
LS Investment Advisors
Michigan
$146K -$19.5K -284 -12%
GH
255
GAM Holding
Switzerland
$139K +$62.3K +908 +91%
TRCT
256
Tower Research Capital (TRC)
New York
$111K +$97.7K +1,425 +1,425%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$109K
LTFS
258
Ladenburg Thalmann Financial Services
Florida
$95K +$27.2K +397 +43%
CBOA
259
Commonwealth Bank of Australia
Australia
$94K +$20.6K +300 +30%
MA
260
MUFG Americas
New York
$75K +$9.67K +141 +16%
OMCS
261
Old Mutual Customised Solutions
South Africa
$73K +$68.6K +1,000 New
FCE
262
Fiera Capital (Europe)
Cayman Islands
$71K
Bessemer Group
263
Bessemer Group
New Jersey
$62K
FAM
264
Formidable Asset Management
Ohio
$53K
MAM
265
Mizuho Asset Management
Japan
$46K
First Manhattan
266
First Manhattan
New York
$43K
SAM
267
Shamrock Asset Management
Texas
$37K
QI
268
QS Investors
New York
$29K -$17.2M -251,240 -100%
SEC
269
Seven Eight Capital
New York
$28K +$26.1K +380 New
N
270
Nuveen
North Carolina
$23.2K -$1.79M -26,070 -8%
PMFA
271
Plante Moran Financial Advisors
Michigan
$22K
BFEC
272
Benjamin F. Edwards & Company
Missouri
$22K +$6.86K +100 +50%
JFGIW
273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K +$20.6K +300 New
AIM
274
Arcadia Investment Management
Michigan
$21K +$20.6K +300 New
SAMC
275
Shinko Asset Management Company
Japan
$19K

IQV Hedge Fund Activity: Q2 2015 in Review

293 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2015, worth a combined $7.83B — up 9.4% from $7.16B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IQV positions and 37 closed out — a net gain of 10 holders — while 147 added to existing stakes and 75 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $310M. The largest seller was Bain Capital Investors, cutting an estimated $215M.

  • 293 institutional investors held IQVIA (IQV) as of Q2 2015, up from 284 in Q1 2015.
  • Funds reported $7.83B of IQVIA stock for Q2 2015, up 9.4% quarter-over-quarter.
  • 47 funds opened new IQVIA positions in Q2 2015 and 37 closed out, a net change of +10 holders.
  • The largest IQVIA buyer in Q2 2015 was Winslow Capital Management, an estimated $310M added.
  • The largest IQVIA seller in Q2 2015 was Bain Capital Investors, an estimated $215M sold.

Based on aggregated 13F filings for Q2 2015.