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353 hedge funds and large institutions have $7.3B invested in IQVIA in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $1.84M

33% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $6.85B → $7.3B (+$451M)

3.48% more ownership

Funds ownership: 89.94%93.42% (+3.5%)

3% more funds holding

Funds holding: 344353 (+9)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 122

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
353
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
9.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
57
Increased
131
Reduced
122
Closed
43
Calls
$4.25M
Puts
$1.84M
Net Calls
+$2.41M
Net Calls Change
+$411K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
276
Calvert Investment Management
Maryland
$311K +$14.3K +214 +5%
HIM
277
Hillsdale Investment Management
Ontario, Canada
$308K -$33.5K -500 -10%
Manulife (Manufacturers Life Insurance)
278
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304K +$268 +4 +0.1%
BRWA
279
B. Riley Wealth Advisors
Florida
$294K -$5.29K -79 -2%
GH
280
GAM Holding
Switzerland
$294K +$92.7K +1,383 +44%
NFA
281
Nuveen Fund Advisors
Illinois
$280K +$288K +4,292 New
MYLI
282
Meiji Yasuda Life Insurance
Japan
$261K +$13.4K +200 +5%
WP
283
WealthSource Partners
California
$247K -$18.4K -274 -7%
WSTAM
284
Wilbanks Smith & Thomas Asset Management
Virginia
$238K +$244K +3,636 New
MYAM
285
Meiji Yasuda Asset Management
Japan
$232K +$238K +3,550 New
Susquehanna International Group
286
Susquehanna International Group
Pennsylvania
$223K -$32.8K -490 -13%
CRCP
287
Copper Rock Capital Partners
Massachusetts
$214K +$219K +3,275 New
ProShare Advisors
288
ProShare Advisors
Maryland
$210K +$216K +3,220 New
WEC
289
Winslow Evans & Crocker
Massachusetts
$207K -$21.7K -324 -9%
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$206K +$211K +3,147 New
HIS
291
Horizon Investment Services
Indiana
$206K +$211K +3,150 New
AAM
292
Advisors Asset Management
Colorado
$187K +$29.7K +443 +18%
AIM
293
Acrospire Investment Management
Illinois
$176K +$46.9K +700 +35%
SO
294
STRS Ohio
Ohio
$172K +$53.3K +796 +43%
Creative Planning
295
Creative Planning
Kansas
$166K +$25.6K +382 +18%
CFG
296
Citizens Financial Group
Rhode Island
$135K +$6.17K +92 +5%
MSV
297
MN Services Vermogensbeheer
Netherlands
$134K
IR
298
Invictus RG
Bermuda
$125K +$129K +1,921 New
LIA
299
LS Investment Advisors
Michigan
$121K
OMCS
300
Old Mutual Customised Solutions
South Africa
$111K

IQV Hedge Fund Activity: Q2 2016 in Review

353 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2016, worth a combined $7.3B — up 6.6% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IQV positions and 43 closed out — a net gain of 14 holders — while 131 added to existing stakes and 122 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $222M. The largest seller was Winslow Capital Management, cutting an estimated $152M.

  • 353 institutional investors held IQVIA (IQV) as of Q2 2016, up from 344 in Q1 2016.
  • Funds reported $7.3B of IQVIA stock for Q2 2016, up 6.6% quarter-over-quarter.
  • 57 funds opened new IQVIA positions in Q2 2016 and 43 closed out, a net change of +14 holders.
  • The largest IQVIA buyer in Q2 2016 was Harris Associates, an estimated $222M added.
  • The largest IQVIA seller in Q2 2016 was Winslow Capital Management, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2016.