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284 hedge funds and large institutions have $7.16B invested in IQVIA in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 23

53% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 81

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

13% more capital invested

Capital invested by funds: $6.31B → $7.16B (+$845M)

7% more funds holding

Funds holding: 265284 (+19)

1.16% less ownership

Funds ownership: 86.8%85.64% (-1.2%)

16% less call options, than puts

Call options by funds: $3.09M | Put options by funds: $3.66M

Holders
284
Holders Change
+19
Holders Change %
+7.17%
% of All Funds
7.57%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
44
Increased
124
Reduced
81
Closed
23
Calls
$3.09M
Puts
$3.66M
Net Calls
-$567K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
276
Lenox Wealth Advisors
New York
$3K
RFA
277
Reilly Financial Advisors
California
$3K
EWM
278
Evercore Wealth Management
New York
$3K +$2.84K +45 New
AWS
279
Aris Wealth Services
Pennsylvania
$3K +$3.28K +52 New
CAM
280
ClariVest Asset Management
California
$2K
PIA
281
Piedmont Investment Advisors
North Carolina
$1.07K +$1.01K +16 New
AC
282
Alexandria Capital
Virginia
$1K +$820 +13 New
Manulife (Manufacturers Life Insurance)
283
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$268
EAM
284
EverPoint Asset Management
Connecticut
-$8.83M -150,000 Closed
Point72 Asset Management
285
Point72 Asset Management
Connecticut
-$5.86M -99,500 Closed
Korea Investment Corp
286
Korea Investment Corp
South Korea
-$3.99M -67,800 Closed
JIM
287
Jupiter Investment Management
United Kingdom
-$2.99M -50,791 Closed
Capital Fund Management (CFM)
288
Capital Fund Management (CFM)
France
-$1.04M -17,600 Closed
Janus Henderson Group
289
Janus Henderson Group
United Kingdom
-$659K -11,190 Closed
CIA
290
Choate Investment Advisors
Massachusetts
-$560K -9,505 Closed
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
-$443K -7,028 Closed
EGM
292
Engineers Gate Manager
New York
-$381K -6,472 Closed
EIM
293
Essex Investment Management
Massachusetts
-$340K -5,775 Closed
TI
294
Trexquant Investment
Connecticut
-$300K -5,100 Closed
IRS
295
Invictus RG (Singapore)
Singapore
-$253K -4,300 Closed
NV
296
Nair Vinay
-$238K -4,045 Closed
LOAME
297
Lombard Odier Asset Management (Europe)
United Kingdom
-$237K -4,000 Closed
GVT
298
Genesee Valley Trust
New York
-$209K -3,545 Closed
MSA
299
Mason Street Advisors
Wisconsin
-$170K -2,880 Closed
Simplex Trading
300
Simplex Trading
Illinois
-$53.1K -842 Closed

IQV Hedge Fund Activity: Q1 2015 in Review

284 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2015, worth a combined $7.16B — up 13% from $6.31B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IQV positions and 23 closed out — a net gain of 21 holders — while 124 added to existing stakes and 81 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $29.5M. The largest seller was Lord, Abbett & Co, cutting an estimated $97M.

  • 284 institutional investors held IQVIA (IQV) as of Q1 2015, up from 265 in Q4 2014.
  • Funds reported $7.16B of IQVIA stock for Q1 2015, up 13% quarter-over-quarter.
  • 44 funds opened new IQVIA positions in Q1 2015 and 23 closed out, a net change of +21 holders.
  • The largest IQVIA buyer in Q1 2015 was First Trust Advisors, an estimated $29.5M added.
  • The largest IQVIA seller in Q1 2015 was Lord, Abbett & Co, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2015.