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644 hedge funds and large institutions have $25.7B invested in IQVIA in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 37

23% more capital invested

Capital invested by funds: $20.9B → $25.7B (+$4.78B)

10% more funds holding

Funds holding: 584644 (+60)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 225

1% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $44M

0.03% less ownership

Funds ownership: 91.15%91.11% (-0.03%)

Holders
644
Holders Change
+60
Holders Change %
+10.27%
% of All Funds
13.94%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
105
Increased
241
Reduced
225
Closed
37
Calls
$44.3M
Puts
$44M
Net Calls
+$375K
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
326
Buffington Mohr McNeal
Idaho
$1.96M -$4.67K -35 -0.3%
GCP
327
GSA Capital Partners
United Kingdom
$1.94M +$572K +4,289 +47%
FMT
328
First Mercantile Trust
Tennessee
$1.92M -$191K -1,431 -10%
Public Sector Pension Investment Board (PSP Investments)
329
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.9M -$8.28M -62,100 -82%
NMERB
330
New Mexico Educational Retirement Board
New Mexico
$1.9M -$80K -600 -4%
RCA
331
Rowland Carmichael Advisors
Arizona
$1.88M
JMPWA
332
JP Morgan Private Wealth Advisors
California
$1.84M -$96.4K -723 -5%
JG
333
Jefferies Group
New York
$1.83M +$1.7M +12,757 New
PC
334
PointState Capital
New York
$1.83M +$1.69M +12,700 New
Arrowstreet Capital
335
Arrowstreet Capital
Massachusetts
$1.81M +$800K +6,000 +91%
TAM
336
Tyers Asset Management
Texas
$1.75M +$402K +3,014 +33%
VI
337
Versor Investments
New York
$1.68M +$983K +7,371 +171%
ERSOT
338
Employees Retirement System of Texas
Texas
$1.67M
Brown Advisory
339
Brown Advisory
Maryland
$1.66M
IAA
340
Independent Advisor Alliance
North Carolina
$1.65M +$35.3K +265 +2%
SSA
341
Schonfeld Strategic Advisors
New York
$1.63M +$1.51M +11,300 New
FAM
342
Formidable Asset Management
Ohio
$1.63M +$35.5M +266,450 New
WTC
343
WhitTier Trust Company
Nevada
$1.62M +$343K +2,570 +30%
BNP Paribas Asset Management
344
BNP Paribas Asset Management
France
$1.61M -$120K -901 -7%
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$1.59M -$45.7K -343 -3%
AP
346
Appleton Partners
Massachusetts
$1.58M +$180K +1,354 +14%
Twin Tree Management
347
Twin Tree Management
Texas
$1.56M +$1.45M +10,852 New
TCM
348
Teza Capital Management
Illinois
$1.55M +$1.44M +10,807 New
GC
349
Globeflex Capital
California
$1.55M +$706K +5,299 +97%
II
350
IFM Investors
Australia
$1.55M +$115K +860 +9%

IQV Hedge Fund Activity: Q1 2019 in Review

644 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2019, worth a combined $25.7B — up 23% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IQV positions and 37 closed out — a net gain of 68 holders — while 241 added to existing stakes and 225 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $229M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $539M.

  • 644 institutional investors held IQVIA (IQV) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $25.7B of IQVIA stock for Q1 2019, up 23% quarter-over-quarter.
  • 105 funds opened new IQVIA positions in Q1 2019 and 37 closed out, a net change of +68 holders.
  • The largest IQVIA buyer in Q1 2019 was Morgan Stanley, an estimated $229M added.
  • The largest IQVIA seller in Q1 2019 was TPG Group Holdings (SBS) Advisors, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2019.