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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
Schroder Investment Management Group
301
Schroder Investment Management Group
United Kingdom
$1.01M
SM
302
Sciencast Management
New Jersey
$971K +$955K +9,381 New
OTPPB
303
Ontario Teachers' Pension Plan Board
Ontario, Canada
$961K +$523K +5,141 +110%
KI
304
Koch Industries
Kansas
$940K -$307K -3,014 -24%
MML Investors Services
305
MML Investors Services
Massachusetts
$940K +$296K +2,908 +43%
GCM
306
Graham Capital Management
Connecticut
$938K +$975K +9,582 New
DTL
307
Dynamic Technology Lab
Singapore
$937K +$974K +9,570 New
Nisa Investment Advisors
308
Nisa Investment Advisors
Missouri
$920K
LPL Financial
309
LPL Financial
California
$917K +$45.7K +449 +5%
MYAM
310
Meiji Yasuda Asset Management
Japan
$886K
KRS
311
Kentucky Retirement Systems
Kentucky
$879K +$56.2K +552 +7%
LSERS
312
Louisiana State Employees Retirement System
Louisiana
$862K -$71.3K -700 -7%
First Manhattan
313
First Manhattan
New York
$859K +$141K +1,385 +19%
GRP
314
Global Retirement Partners
California
$856K +$31.7K +311 +4%
IA
315
Icon Advisers
Colorado
$852K +$886K +8,700 New
FWIA
316
Fort Washington Investment Advisors
Ohio
$837K -$168K -1,648 -16%
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$833K -$69.8K -686 -7%
PAM
318
Panagora Asset Management
Massachusetts
$828K +$219K +2,149 +34%
CAM
319
Carret Asset Management
New York
$827K +$68.7K +675 +9%
PMG
320
ProVise Management Group
Florida
$810K
BNP Paribas Asset Management
321
BNP Paribas Asset Management
France
$779K +$59.2K +582 +8%
VIA
322
Virtus Investment Advisers
Connecticut
$776K +$744K +7,310 +1,189%
Verition Fund Management
323
Verition Fund Management
Connecticut
$774K -$296K -2,907 -27%
GIA
324
Gateway Investment Advisers
Ohio
$771K -$11.1K -109 -1%
B
325
Barings
North Carolina
$760K

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.