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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
GHCM
301
Glen Harbor Capital Management
California
$326K -$374K -4,424 -55%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$322K
JGUA
303
John G. Ullman & Associates
New York
$322K
PAG
304
Private Advisor Group
New Jersey
$317K -$91.3K -1,081 -23%
MML Investors Services
305
MML Investors Services
Massachusetts
$300K +$283K +3,353 New
PG
306
PEAK6 Group
Illinois
$293K +$208K +2,468 +305%
Pacer Advisors
307
Pacer Advisors
Pennsylvania
$292K -$40.1K -475 -13%
BRWA
308
B. Riley Wealth Advisors
Florida
$291K -$16K -189 -6%
CBOA
309
Commonwealth Bank of Australia
Australia
$284K -$28.7K -340 -10%
ECP
310
Elk Creek Partners
Colorado
$284K
CC
311
Cipher Capital
New York
$284K +$268K +3,179 New
CEP
312
Chicago Equity Partners
Illinois
$282K -$420K -4,980 -61%
SCI
313
S&CO Inc
Massachusetts
$269K
TI
314
Trexquant Investment
Connecticut
$268K +$253K +3,000 New
KP
315
Keel Point
Alabama
$264K
OPPM
316
Opus Point Partners Management
New York
$261K -$178K -2,106 -42%
LFAS
317
Level Four Advisory Services
Texas
$261K
ProShare Advisors
318
ProShare Advisors
Maryland
$261K +$6K +71 +2%
Nisa Investment Advisors
319
Nisa Investment Advisors
Missouri
$259K
MCIM
320
Meadow Creek Investment Management
Georgia
$256K -$293K -3,476 -55%
LS
321
Livforsakringsbolaget Skandia
Sweden
$254K
IP
322
Investment Partners
Ohio
$248K -$16.9K -200 -7%
WSCM
323
Wellington Shields Capital Management
New York
$246K
P
324
Pitcairn
Pennsylvania
$242K -$19.8K -235 -8%
EFS
325
Essex Financial Services
Connecticut
$240K +$226K +2,680 New

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.