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513 hedge funds and large institutions have $18.5B invested in IQVIA in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 224 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 180

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

1% more funds holding

Funds holding: 506513 (+7)

0.12% less ownership

Funds ownership: 91.46%91.34% (-0.12%)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$200M)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $16.4M

Holders
513
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
11.74%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.5%
New
50
Increased
224
Reduced
180
Closed
41
Calls
$14.3M
Puts
$16.4M
Net Calls
-$2.12M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
GXMC
301
Global X Management Company
New York
$921K -$157K -1,575 -15%
LPL Financial
302
LPL Financial
California
$916K -$131K -1,312 -13%
SM
303
Sciencast Management
New Jersey
$903K -$11K -110 -1%
Public Sector Pension Investment Board (PSP Investments)
304
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$898K +$89.9K +900 +11%
SB
305
Suntrust Banks
Georgia
$887K +$46.7K +467 +6%
Verition Fund Management
306
Verition Fund Management
Connecticut
$885K -$131K -1,307 -13%
II
307
IFM Investors
Australia
$880K +$261K +2,616 +42%
SG Americas Securities
308
SG Americas Securities
New York
$875K -$1.27M -12,747 -59%
BNP Paribas Asset Management
309
BNP Paribas Asset Management
France
$875K +$21.4K +214 +3%
AIM
310
Achmea Investment Management
Netherlands
$858K -$1.31M -13,076 -60%
SIC
311
Schwartz Investment Counsel
Michigan
$858K +$510K +5,100 +146%
Schroder Investment Management Group
312
Schroder Investment Management Group
United Kingdom
$849K -$98.5K -986 -10%
CAM
313
Carret Asset Management
New York
$843K
GRP
314
Global Retirement Partners
California
$829K +$28.2K +282 +4%
Point72 Asset Management
315
Point72 Asset Management
Connecticut
$829K +$829K +8,300 New
SCC
316
Spring Creek Capital
Kansas
$820K +$821K +8,215 New
Pacer Advisors
317
Pacer Advisors
Pennsylvania
$819K +$296K +2,963 +57%
Axa
318
Axa
France
$804K -$7.78M -77,880 -91%
NIMI
319
Natixis Investment Managers International
France
$757K +$758K +7,582 New
UCFA
320
United Capital Financial Advisors
Texas
$746K +$122K +1,218 +19%
NA
321
Neuburgh Advisers
California
$743K +$3.4K +34 +0.5%
SSA
322
Schonfeld Strategic Advisors
New York
$735K +$735K +7,359 New
QI
323
QS Investors
New York
$703K +$80.9K +810 +13%
IAA
324
Ironsides Asset Advisors
North Carolina
$685K +$685K +6,860 New
LTFS
325
Ladenburg Thalmann Financial Services
Florida
$681K

IQV Hedge Fund Activity: Q2 2018 in Review

513 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2018, worth a combined $18.5B — down 1.1% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IQV positions and 41 closed out — a net gain of 9 holders — while 224 added to existing stakes and 180 trimmed.

The largest buyer was Vanguard Group, adding an estimated $175M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $671M.

  • 513 institutional investors held IQVIA (IQV) as of Q2 2018, up from 506 in Q1 2018.
  • Funds reported $18.5B of IQVIA stock for Q2 2018, down 1.1% quarter-over-quarter.
  • 50 funds opened new IQVIA positions in Q2 2018 and 41 closed out, a net change of +9 holders.
  • The largest IQVIA buyer in Q2 2018 was Vanguard Group, an estimated $175M added.
  • The largest IQVIA seller in Q2 2018 was TPG Group Holdings (SBS) Advisors, an estimated $671M sold.

Based on aggregated 13F filings for Q2 2018.