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513 hedge funds and large institutions have $18.5B invested in IQVIA in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 224 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 180

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

1% more funds holding

Funds holding: 506513 (+7)

0.12% less ownership

Funds ownership: 91.46%91.34% (-0.12%)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$200M)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $16.4M

Holders
513
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
11.74%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.5%
New
50
Increased
224
Reduced
180
Closed
41
Calls
$14.3M
Puts
$16.4M
Net Calls
-$2.12M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
251
Crossmark Global Holdings
Texas
$1.9M -$117K -1,169 -6%
MF
252
Magnetar Financial
Illinois
$1.87M -$26.1K -261 -1%
CS
253
Comerica Securities
Michigan
$1.86M +$18.5K +185 +1%
DTL
254
Dynamic Technology Lab
Singapore
$1.84M +$1.47M +14,683 +388%
RA
255
RiverPark Advisors
New York
$1.77M +$257K +2,577 +17%
Bank of Nova Scotia
256
Bank of Nova Scotia
Ontario, Canada
$1.76M -$102K -1,024 -5%
CG
257
Clinton Group
New York
$1.75M +$1.75M +17,523 New
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$1.73M +$17.2K +172 +1%
IA
259
Icon Advisers
Colorado
$1.72M
AIM
260
Assured Investment Management
New York
$1.7M +$813K +8,142 +92%
COPPSERS
261
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.69M +$390K +3,899 +30%
SAM
262
Securian Asset Management
Minnesota
$1.65M +$173K +1,735 +12%
NB
263
Norinchukin Bank
Japan
$1.63M +$294K +2,941 +22%
ATC
264
Argent Trust Co
Tennessee
$1.6M +$258K +2,579 +19%
OPERF
265
Oregon Public Employees Retirement Fund
Oregon
$1.59M -$2.12M -21,202 -57%
MML Investors Services
266
MML Investors Services
Massachusetts
$1.56M +$373K +3,737 +31%
FMT
267
First Mercantile Trust
Tennessee
$1.54M +$99.4K +995 +7%
SAM
268
Shell Asset Management
Netherlands
$1.53M +$121K +1,211 +9%
RIM
269
Rampart Investment Management
Connecticut
$1.5M +$488K +4,880 +48%
HSA
270
Hussman Strategic Advisors
Maryland
$1.5M -$1.5M -15,000 -50%
JMPWA
271
JP Morgan Private Wealth Advisors
California
$1.48M -$29.6K -296 -2%
BF
272
BOK Financial
Oklahoma
$1.47M +$1.47M +14,683 New
MYAM
273
Meiji Yasuda Asset Management
Japan
$1.45M +$528K +5,280 +57%
ACM
274
Ativo Capital Management
Illinois
$1.43M
CIBC World Market
275
CIBC World Market
Ontario, Canada
$1.42M +$194K +1,941 +16%

IQV Hedge Fund Activity: Q2 2018 in Review

513 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2018, worth a combined $18.5B — down 1.1% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IQV positions and 41 closed out — a net gain of 9 holders — while 224 added to existing stakes and 180 trimmed.

The largest buyer was Vanguard Group, adding an estimated $175M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $671M.

  • 513 institutional investors held IQVIA (IQV) as of Q2 2018, up from 506 in Q1 2018.
  • Funds reported $18.5B of IQVIA stock for Q2 2018, down 1.1% quarter-over-quarter.
  • 50 funds opened new IQVIA positions in Q2 2018 and 41 closed out, a net change of +9 holders.
  • The largest IQVIA buyer in Q2 2018 was Vanguard Group, an estimated $175M added.
  • The largest IQVIA seller in Q2 2018 was TPG Group Holdings (SBS) Advisors, an estimated $671M sold.

Based on aggregated 13F filings for Q2 2018.