IQVIA
265 hedge funds and large institutions have $6.31B invested in IQVIA in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 104 increasing their positions, 73 reducing their positions, and 15 closing their positions.
307% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 15
42% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 73
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
19% more funds holding
Funds holding: 222 → 265 (+43)
7% more capital invested
Capital invested by funds: $5.92B → $6.31B (+$391M)
3.38% more ownership
Funds ownership: 83.42% → 86.8% (+3.4%)
4% more call options, than puts
Call options by funds: $2.79M | Put options by funds: $2.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$137M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$74.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$45.1M |
| 5 |
Lazard Asset Management
New York
|
+$26.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Bain Capital Investors
Boston,
Massachusetts
|
-$225M |
| 2 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$161M |
| 3 |
3I
3I Investments
London Swie 5jd,
United Kingdom
|
-$141M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$54.7M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$46.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RNS
276
Robert N. Shapiro
| – | -$84K | -1,500 | Closed |
|
|
PCM
277
Prelude Capital Management
New York
| – | -$84K | -1,498 | Closed |
|
278
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$61K | -1,093 | Closed |
|
|
PTC
279
Private Trust Company
Cleveland,
Ohio
| – | -$5K | -81 | Closed |
|
|
IF
280
Ironwood Financial
Tucson,
Arizona
| – | +$57 | +1 | New |
|
IQV Hedge Fund Activity: Q4 2014 in Review
265 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2014, worth a combined $6.31B — up 6.6% from $5.92B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IQV positions and 15 closed out — a net gain of 46 holders — while 104 added to existing stakes and 73 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $137M. The largest seller was Bain Capital Investors, cutting an estimated $225M.
- 265 institutional investors held IQVIA (IQV) as of Q4 2014, up from 222 in Q3 2014.
- Funds reported $6.31B of IQVIA stock for Q4 2014, up 6.6% quarter-over-quarter.
- 61 funds opened new IQVIA positions in Q4 2014 and 15 closed out, a net change of +46 holders.
- The largest IQVIA buyer in Q4 2014 was Capital World Investors, an estimated $137M added.
- The largest IQVIA seller in Q4 2014 was Bain Capital Investors, an estimated $225M sold.
Based on aggregated 13F filings for Q4 2014.