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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
Fiera Capital (Canada)
276
Fiera Capital (Canada)
Quebec, Canada
$17.6K -$215K -3,132 -1%
CLOS
277
Compagnie Lombard Odier SCmA
Switzerland
$15K -$174K -2,533 -93%
IPC
278
Independent Portfolio Consultants
Florida
$13K -$3.08K -45 -20%
CPIG
279
Chicago Partners Investment Group
Illinois
$11K -$1.44K -21 -12%
JIC
280
Joel Isaacson & Co
New York
$8K +$7.2K +105 New
Manulife (Manufacturers Life Insurance)
281
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.6K +$5.02M +73,180 +1,834%
GWA
282
Genesis Wealth Advisors
Massachusetts
$4.43K +$4.18K +61 New
AWS
283
Aris Wealth Services
Pennsylvania
$4K
EWM
284
Evercore Wealth Management
New York
$3K
GWM
285
Gupta Wealth Management
California
$3K +$2.4K +35 New
QCG
286
Quadrant Capital Group
Ohio
$3K +$3.77K +55 New
CAM
287
ClariVest Asset Management
California
$2K
AC
288
Alexandria Capital
Virginia
$2K +$1.17K +17 +131%
UFA
289
US Financial Advisors
Massachusetts
$2K +$2.26K +33 New
PIA
290
Piedmont Investment Advisors
North Carolina
$1.16K
MFS
291
MSI Financial Services
Massachusetts
$1K +$411 +6 +600%
HMS
292
Hanseatic Management Services
New Mexico
$1K +$686 +10 New
MSFP
293
Mark Sheptoff Financial Planning
Connecticut
$1K +$1.03K +15 New
SFM
294
Systematic Financial Management
New Jersey
-$57.9M -864,375 Closed
Alyeska Investment Group
295
Alyeska Investment Group
Illinois
-$22.5M -336,424 Closed
BMCMI
296
Bryn Mawr Capital Management Inc
Pennsylvania
-$9.04M -134,953 Closed
HHC
297
Hutchin Hill Capital
New York
-$5.42M -81,000 Closed
AIMCA
298
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$5.13M -76,610 Closed
OAC
299
OMERS Administration Corp
Ontario, Canada
-$4.32M -64,500 Closed
PP
300
PDT Partners
New York
-$4.26M -63,629 Closed

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.