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397 hedge funds and large institutions have $18.1B invested in IQVIA in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

20% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $7.72M

10% more capital invested

Capital invested by funds: $16.5B → $18.1B (+$1.62B)

6% more funds holding

Funds holding: 375397 (+22)

5.43% more ownership

Funds ownership: 86.9%92.32% (+5.4%)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 170

Holders
397
Holders Change
+22
Holders Change %
+5.87%
% of All Funds
9.9%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
61
Increased
122
Reduced
170
Closed
37
Calls
$9.24M
Puts
$7.72M
Net Calls
+$1.51M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
276
GAM Systematic
United Kingdom
$429K -$517K -6,121 -56%
Assenagon Asset Management
277
Assenagon Asset Management
Luxembourg
$426K +$402K +4,759 New
VKH
278
Virtu KCG Holdings
New York
$420K +$19.8K +235 +5%
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$401K +$14.4K +171 +4%
QI
280
QS Investors
New York
$399K -$93.5K -1,108 -20%
Creative Planning
281
Creative Planning
Kansas
$399K -$1.77K -21 -0.5%
1GA
282
1st Global Advisors
Texas
$398K +$113K +1,342 +43%
LTFS
283
Ladenburg Thalmann Financial Services
Florida
$396K +$52.8K +625 +16%
LCP
284
Legacy Capital Partners
Wisconsin
$396K +$106K +1,250 +39%
EP
285
Elkfork Partners
Oregon
$395K -$454K -5,372 -55%
MCM
286
Maple Capital Management
Vermont
$391K +$69.7K +825 +23%
UCFA
287
United Capital Financial Advisors
Texas
$386K -$1.16M -13,794 -76%
MC
288
Montag & Caldwell
Georgia
$380K -$515K -6,100 -59%
GXMC
289
Global X Management Company
New York
$378K +$233K +2,755 +188%
NIPH
290
NN Investment Partners Holdings
Netherlands
$372K -$32.9K -390 -9%
IPAM
291
ICICI Prudential Asset Management
India
$362K
UIM
292
Underhill Investment Management
California
$361K +$340K +4,028 New
USAA
293
United Services Automobile Association
Texas
$359K -$386K -4,566 -53%
NI
294
Numeric Investors
Massachusetts
$355K -$490K -5,800 -59%
MCM
295
McKinley Capital Management
Alaska
$354K -$6.08K -72 -2%
ICRM
296
Insight Capital Research & Management
California
$343K +$323K +3,827 New
CCB
297
Cutter & Co Brokerage
Missouri
$341K +$12.8K +152 +4%
CPA
298
Clear Perspective Advisors
Illinois
$336K
DTL
299
Dynamic Technology Lab
Singapore
$331K +$312K +3,700 New
PAM
300
Panagora Asset Management
Massachusetts
$328K -$3.85M -45,653 -93%

IQV Hedge Fund Activity: Q2 2017 in Review

397 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2017, worth a combined $18.1B — up 9.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IQV positions and 37 closed out — a net gain of 24 holders — while 122 added to existing stakes and 170 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $550M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $435M.

  • 397 institutional investors held IQVIA (IQV) as of Q2 2017, up from 375 in Q1 2017.
  • Funds reported $18.1B of IQVIA stock for Q2 2017, up 9.8% quarter-over-quarter.
  • 61 funds opened new IQVIA positions in Q2 2017 and 37 closed out, a net change of +24 holders.
  • The largest IQVIA buyer in Q2 2017 was Janus Henderson Group, an estimated $550M added.
  • The largest IQVIA seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $435M sold.

Based on aggregated 13F filings for Q2 2017.