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520 hedge funds and large institutions have $18.9B invested in IQVIA in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 188 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 51

38% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $11.7M

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

10% more funds holding

Funds holding: 472520 (+48)

7% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 176

0.74% less ownership

Funds ownership: 93.39%92.65% (-0.74%)

1% less capital invested

Capital invested by funds: $19.1B → $18.9B (-$233M)

Holders
520
Holders Change
+48
Holders Change %
+10.17%
% of All Funds
11.79%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
102
Increased
188
Reduced
176
Closed
51
Calls
$16.1M
Puts
$11.7M
Net Calls
+$4.43M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
276
Buffington Mohr McNeal
Idaho
$1.4M
VF
277
Virtu Financial
New York
$1.4M +$1.45M +14,271 New
TAF
278
Tredje AP-fonden
Sweden
$1.37M -$2.2M -21,630 -61%
Cambridge Investment Research Advisors
279
Cambridge Investment Research Advisors
Iowa
$1.36M +$11.4K +112 +0.8%
NIPH
280
NN Investment Partners Holdings
Netherlands
$1.32M
LWS
281
Lucia Wealth Services
California
$1.29M +$1.34M +13,186 New
RCA
282
Rowland Carmichael Advisors
Arizona
$1.29M +$1.34M +13,142 New
COPPSERS
283
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.27M +$70.9K +696 +6%
CONA
284
Capital One National Association
New York
$1.26M -$27.8K -273 -2%
VI
285
Versor Investments
New York
$1.26M +$1.31M +12,900 New
PG
286
PEAK6 Group
Illinois
$1.26M +$1.07M +10,505 +452%
SAM
287
Shell Asset Management
Netherlands
$1.25M -$3.97K -39 -0.3%
WAM
288
World Asset Management
Michigan
$1.22M -$133K -1,305 -9%
KBC Group
289
KBC Group
Belgium
$1.21M -$670K -6,580 -35%
CCM
290
Cadence Capital Management
Massachusetts
$1.18M -$778K -7,640 -39%
Two Sigma Advisers
291
Two Sigma Advisers
New York
$1.15M +$1.19M +11,706 New
OC
292
Oppenheimer & Co
New York
$1.11M -$138K -1,358 -11%
B
293
BP
United Kingdom
$1.08M
Nomura Holdings
294
Nomura Holdings
Japan
$1.08M +$337K +3,308 +43%
RIM
295
Redpoint Investment Management
Australia
$1.07M +$1.11M +10,925 New
FCBT
296
First Citizens Bank & Trust
North Carolina
$1.07M +$499K +4,900 +82%
SIM
297
Sentry Investment Management
Wisconsin
$1.06M
IAA
298
Independent Advisor Alliance
North Carolina
$1.05M -$24.8K -244 -2%
Capstone Investment Advisors
299
Capstone Investment Advisors
New York
$1.04M +$1.08M +10,600 New
NAM
300
Nissay Asset Management
Japan
$1.02M +$1.07M +10,469 New

IQV Hedge Fund Activity: Q4 2017 in Review

520 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2017, worth a combined $18.9B — down 1.2% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IQV positions and 51 closed out — a net gain of 51 holders — while 188 added to existing stakes and 176 trimmed.

The largest buyer was Eminence Capital, adding an estimated $236M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $552M.

  • 520 institutional investors held IQVIA (IQV) as of Q4 2017, up from 472 in Q3 2017.
  • Funds reported $18.9B of IQVIA stock for Q4 2017, down 1.2% quarter-over-quarter.
  • 102 funds opened new IQVIA positions in Q4 2017 and 51 closed out, a net change of +51 holders.
  • The largest IQVIA buyer in Q4 2017 was Eminence Capital, an estimated $236M added.
  • The largest IQVIA seller in Q4 2017 was TPG Group Holdings (SBS) Advisors, an estimated $552M sold.

Based on aggregated 13F filings for Q4 2017.