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397 hedge funds and large institutions have $18.1B invested in IQVIA in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

20% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $7.72M

10% more capital invested

Capital invested by funds: $16.5B → $18.1B (+$1.62B)

6% more funds holding

Funds holding: 375397 (+22)

5.43% more ownership

Funds ownership: 86.9%92.32% (+5.4%)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 170

Holders
397
Holders Change
+22
Holders Change %
+5.87%
% of All Funds
9.9%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
61
Increased
122
Reduced
170
Closed
37
Calls
$9.24M
Puts
$7.72M
Net Calls
+$1.51M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
351
Balentine LLC
Georgia
$63K
CS
352
Credential Securities
$56.9K +$3.55K +42 +7%
CAL
353
Capital Analysts LLC
Pennsylvania
$55K +$17.2K +204 +50%
EMG
354
ETF Managers Group
New Jersey
$53K +$50.3K +596 New
AIM
355
Assured Investment Management
New York
$47K
Group One Trading
356
Group One Trading
Illinois
$43K +$40.6K +481 New
DSI
357
Daiwa SB Investments
Japan
$36K -$5.07K -60 -13%
TCOV
358
Trust Company of Vermont
Vermont
$36K
Victory Capital Management
359
Victory Capital Management
Texas
$35K
CRCP
360
Copper Rock Capital Partners
Massachusetts
$34K -$35.1K -416 -52%
SPIA
361
Steward Partners Investment Advisory
New York
$31K +$27.6K +327 +1,211%
PMFA
362
Plante Moran Financial Advisors
Michigan
$28K
AIM
363
Arcadia Investment Management
Michigan
$27K
Bessemer Group
364
Bessemer Group
New Jersey
$27K +$25.3K +300 New
HCC
365
Hirtle Callaghan & Co
Pennsylvania
$26K -$6.08K -72 -20%
Loomis, Sayles & Company
366
Loomis, Sayles & Company
Massachusetts
$25K -$3.21K -38 -12%
ST
367
Smithfield Trust
Pennsylvania
$25K +$23.9K +283 New
BFEC
368
Benjamin F. Edwards & Company
Missouri
$22K -$4.22K -50 -17%
LJHT
369
Laurie J. Hall Trustee
$20.6K +$19.4K +230 New
CG
370
Cutler Group
California
$17K -$499K -5,907 -97%
WA
371
Winfield Associates
Ohio
$15K +$3.29K +39 +30%
WA
372
WealthTrust-Arizona
Arizona
$14K -$1.27K -15 -9%
PFO
373
Pathstone Family Office
New Jersey
$13K
QCG
374
Quadrant Capital Group
Ohio
$13K +$5.57K +66 +49%
CJA
375
C-J Advisory
California
$12K +$11.1K +132 New

IQV Hedge Fund Activity: Q2 2017 in Review

397 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2017, worth a combined $18.1B — up 9.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IQV positions and 37 closed out — a net gain of 24 holders — while 122 added to existing stakes and 170 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $550M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $435M.

  • 397 institutional investors held IQVIA (IQV) as of Q2 2017, up from 375 in Q1 2017.
  • Funds reported $18.1B of IQVIA stock for Q2 2017, up 9.8% quarter-over-quarter.
  • 61 funds opened new IQVIA positions in Q2 2017 and 37 closed out, a net change of +24 holders.
  • The largest IQVIA buyer in Q2 2017 was Janus Henderson Group, an estimated $550M added.
  • The largest IQVIA seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $435M sold.

Based on aggregated 13F filings for Q2 2017.