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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
LTFS
326
Ladenburg Thalmann Financial Services
Florida
$759K -$102 -1 -0%
SB
327
Suntrust Banks
Georgia
$755K -$79.6K -782 -9%
Wolverine Trading
328
Wolverine Trading
Illinois
$749K +$779K +7,653 New
BIM
329
Bridges Investment Management
Nebraska
$737K +$767K +7,533 New
Twin Tree Management
330
Twin Tree Management
Texas
$709K +$737K +7,243 New
JIM
331
Jupiter Investment Management
United Kingdom
$675K +$702K +6,900 New
WT
332
Washington Trust
Rhode Island
$664K -$9.88M -97,082 -93%
NIT
333
NumerixS Investment Technologies
British Columbia, Canada
$656K +$682K +6,700 New
LIA
334
LS Investment Advisors
Michigan
$654K +$305 +3 +0%
OI
335
Oakbrook Investments
Illinois
$652K +$677K +6,655 New
ZCA
336
Zeke Capital Advisors
Pennsylvania
$651K +$676K +6,645 New
Arrowstreet Capital
337
Arrowstreet Capital
Massachusetts
$646K
QI
338
QS Investors
New York
$610K +$15.7K +154 +3%
GLA
339
Great Lakes Advisors
Illinois
$598K -$309K -3,035 -33%
AAM
340
Advisors Asset Management
Colorado
$596K +$86.2K +847 +16%
LMGAM
341
Liberty Mutual Group Asset Management
Massachusetts
$591K +$615K +6,041 New
Thrivent Financial for Lutherans
342
Thrivent Financial for Lutherans
Minnesota
$579K -$9.67K -95 -2%
NSAM
343
North Star Asset Management
Wisconsin
$579K +$602K +5,910 New
HHC
344
Hutchin Hill Capital
New York
$578K +$183K +1,800 +44%
II
345
IFM Investors
Australia
$575K
VIA
346
Vident Investment Advisory
Georgia
$563K +$152K +1,489 +35%
CI
347
Cigna Investments
Connecticut
$560K +$70.4K +692 +14%
Group One Trading
348
Group One Trading
Illinois
$556K +$132K +1,300 +30%
PP
349
Paloma Partners
Connecticut
$542K +$564K +5,543 New
GC
350
Globeflex Capital
California
$537K -$48.2K -473 -8%

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.