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644 hedge funds and large institutions have $25.7B invested in IQVIA in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 37

23% more capital invested

Capital invested by funds: $20.9B → $25.7B (+$4.78B)

10% more funds holding

Funds holding: 584644 (+60)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 225

1% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $44M

0.03% less ownership

Funds ownership: 91.15%91.11% (-0.03%)

Holders
644
Holders Change
+60
Holders Change %
+10.27%
% of All Funds
13.94%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
105
Increased
241
Reduced
225
Closed
37
Calls
$44.3M
Puts
$44M
Net Calls
+$375K
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
251
Comerica Bank
Texas
$4.27M -$10.4K -78 -0.3%
MDSL
252
M.D. Sass LLC
New York
$4.14M -$17.2M -128,935 -82%
VCM
253
Vision Capital Management
Oregon
$4M -$12.1K -91 -0.3%
Neuberger Berman Group
254
Neuberger Berman Group
New York
$3.99M -$418K -3,136 -10%
AG
255
Advisor Group
Arizona
$3.95M +$389K +2,918 +12%
PCM
256
Pentwater Capital Management
Florida
$3.88M +$3.6M +27,000 New
SG Americas Securities
257
SG Americas Securities
New York
$3.88M -$1.1M -8,235 -23%
Nomura Asset Management
258
Nomura Asset Management
Japan
$3.88M +$113K +844 +3%
Daiwa Securities Group
259
Daiwa Securities Group
Japan
$3.81M -$2.79M -20,953 -44%
TAF
260
Tredje AP-fonden
Sweden
$3.76M +$847K +6,358 +32%
MA
261
Montag & Associates
Georgia
$3.74M -$195K -1,464 -5%
Balyasny Asset Management
262
Balyasny Asset Management
Illinois
$3.7M -$22.4M -167,805 -87%
Victory Capital Management
263
Victory Capital Management
Texas
$3.65M -$1.1M -8,251 -25%
GH
264
GAM Holding
Switzerland
$3.62M +$2.6M +19,481 +343%
FDCDDQ
265
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.59M -$209K -1,567 -6%
VSWA
266
Vontobel Swiss Wealth Advisors
Switzerland
$3.51M -$7.46K -56 -0.2%
Cambridge Investment Research Advisors
267
Cambridge Investment Research Advisors
Iowa
$3.5M +$313K +2,351 +11%
RPI
268
Railway Pension Investments
United Kingdom
$3.48M -$2.68M -20,069 -45%
RA
269
RiverPark Advisors
New York
$3.48M +$429K +3,217 +15%
NMIMC
270
Northwestern Mutual Investment Management Company
Wisconsin
$3.46M +$3.6K +27 +0.1%
First Manhattan
271
First Manhattan
New York
$3.37M -$36K -270 -1%
NAM
272
Nissay Asset Management
Japan
$3.33M -$222K -1,663 -7%
SFM
273
Systematic Financial Management
New Jersey
$3.31M +$3.07M +23,008 New
MSA
274
Mason Street Advisors
Wisconsin
$3.25M +$31.7K +238 +1%
RSS
275
Rosenblum Silverman Sutton
California
$3.21M +$2.97M +22,308 New

IQV Hedge Fund Activity: Q1 2019 in Review

644 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2019, worth a combined $25.7B — up 23% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IQV positions and 37 closed out — a net gain of 68 holders — while 241 added to existing stakes and 225 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $229M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $539M.

  • 644 institutional investors held IQVIA (IQV) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $25.7B of IQVIA stock for Q1 2019, up 23% quarter-over-quarter.
  • 105 funds opened new IQVIA positions in Q1 2019 and 37 closed out, a net change of +68 holders.
  • The largest IQVIA buyer in Q1 2019 was Morgan Stanley, an estimated $229M added.
  • The largest IQVIA seller in Q1 2019 was TPG Group Holdings (SBS) Advisors, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2019.