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353 hedge funds and large institutions have $7.3B invested in IQVIA in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $1.84M

33% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $6.85B → $7.3B (+$451M)

3.48% more ownership

Funds ownership: 89.94%93.42% (+3.5%)

3% more funds holding

Funds holding: 344353 (+9)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 122

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
353
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
9.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
57
Increased
131
Reduced
122
Closed
43
Calls
$4.25M
Puts
$1.84M
Net Calls
+$2.41M
Net Calls Change
+$411K
Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
326
Shinko Asset Management Company
Japan
$17K
SAM
327
Shamrock Asset Management
Texas
$16K
MAM
328
Meeder Asset Management
Ohio
$13K
DBT
329
Dubuque Bank & Trust
Iowa
$13K +$13.4K +200 New
MWM
330
MinichMacGregor Wealth Management
New York
$12K +$1.74K +26 +16%
IPC
331
Independent Portfolio Consultants
Florida
$10K -$1.34K -20 -11%
CPIG
332
Chicago Partners Investment Group
Illinois
$10K
PFO
333
Pathstone Family Office
New Jersey
$10K +$10.1K +150 New
BAM
334
Bruderman Asset Management
New York
$8K
DADC
335
D.A. Davidson & Co
Montana
$8K +$4.62K +69 +106%
CB
336
Community Bank
New York
$7K
S
337
SignatureFD
Georgia
$7K +$1.81K +27 +36%
MPWT
338
MassMutual Private Wealth & Trust
Connecticut
$4.96K -$254K -3,790 -98%
EWM
339
Evercore Wealth Management
New York
$4K
QCG
340
Quadrant Capital Group
Ohio
$4K +$737 +11 +13%
KT
341
Kanaly Trust
Texas
$4K +$4.42K +66 New
AssetMark Inc
342
AssetMark Inc
California
$3K
WA
343
Winfield Associates
Ohio
$3K
AC
344
Alexandria Capital
Virginia
$2K -$2.68K -40 -59%
MWP
345
MYCIO Wealth Partners
Pennsylvania
$2K +$1.34K +20 +167%
BIG
346
Bellwether Investment Group
Tennessee
$2K +$1.54K +23 New
KTC
347
Kistler-Tiffany Companies
Pennsylvania
$2K +$1.54K +23 New
MCM
348
Manchester Capital Management
Vermont
$2K +$2.14K +32 New
CS
349
Credential Securities
$1.9K +$1.94K +29 New
CAM
350
ClariVest Asset Management
California
$1K

IQV Hedge Fund Activity: Q2 2016 in Review

353 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2016, worth a combined $7.3B — up 6.6% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IQV positions and 43 closed out — a net gain of 14 holders — while 131 added to existing stakes and 122 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $222M. The largest seller was Winslow Capital Management, cutting an estimated $152M.

  • 353 institutional investors held IQVIA (IQV) as of Q2 2016, up from 344 in Q1 2016.
  • Funds reported $7.3B of IQVIA stock for Q2 2016, up 6.6% quarter-over-quarter.
  • 57 funds opened new IQVIA positions in Q2 2016 and 43 closed out, a net change of +14 holders.
  • The largest IQVIA buyer in Q2 2016 was Harris Associates, an estimated $222M added.
  • The largest IQVIA seller in Q2 2016 was Winslow Capital Management, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2016.