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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
OC
326
Oppenheimer & Co
New York
$677K -$405K -4,051 -37%
CS
327
Credential Securities
$674K -$15.2K -152 -2%
TM
328
Tiger Management
New York
$659K -$26.6M -266,100 -98%
Arrowstreet Capital
329
Arrowstreet Capital
Massachusetts
$659K
WG
330
Winton Group
United Kingdom
$650K -$487K -4,878 -43%
Brown Advisory
331
Brown Advisory
Maryland
$636K +$2.5K +25 +0.4%
GIA
332
Gateway Investment Advisers
Ohio
$620K -$64.8K -649 -9%
FCM
333
Flinton Capital Management
Pennsylvania
$612K +$2.8K +28 +0.5%
LIA
334
LS Investment Advisors
Michigan
$608K -$50.7K -507 -8%
KRS
335
Kentucky Retirement Systems
Kentucky
$607K -$152K -1,526 -20%
OI
336
Oakbrook Investments
Illinois
$602K -$90.4K -905 -13%
BTNA
337
Bremer Trust National Association
Minnesota
$600K -$877K -8,780 -59%
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$600K -$6.09K -61 -1%
ERSOT
339
Employees Retirement System of Texas
Texas
$599K -$530K -5,300 -47%
NSAM
340
North Star Asset Management
Wisconsin
$590K
Simplex Trading
341
Simplex Trading
Illinois
$588K +$589K +5,896 New
AI
342
Atria Investments
North Carolina
$582K +$159K +1,591 +38%
LMGAM
343
Liberty Mutual Group Asset Management
Massachusetts
$572K -$31.5K -315 -5%
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$551K +$37.9K +379 +7%
Renaissance Technologies
345
Renaissance Technologies
New York
$549K -$32.6M -326,147 -98%
DIM
346
DC Investments Management
Virginia
$546K +$253K +2,535 +86%
EOJOAM
347
E. Ohman J:or Asset Management
Sweden
$522K +$99.9K +1,000 +24%
CI
348
Cigna Investments
Connecticut
$515K -$41.5K -415 -7%
MC
349
Montag & Caldwell
Georgia
$511K -$1.5K -15 -0.3%
ECP
350
Elk Creek Partners
Colorado
$511K +$123K +1,231 +32%

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.