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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
CM
351
Castleark Management
Illinois
$536K
RFS
352
Rockefeller Financial Services
New York
$536K
Rafferty Asset Management
353
Rafferty Asset Management
New York
$491K +$511K +5,019 New
William Blair & Company
354
William Blair & Company
Illinois
$489K +$4.07K +40 +0.8%
Pacer Advisors
355
Pacer Advisors
Pennsylvania
$458K +$109K +1,068 +30%
WAM
356
Wealthspire Advisors (Maryland)
Maryland
$452K -$95.1K -934 -17%
MCM
357
Maple Capital Management
Vermont
$452K +$5.09K +50 +1%
Creative Planning
358
Creative Planning
Kansas
$450K -$713 -7 -0.2%
Federated Hermes
359
Federated Hermes
Pennsylvania
$449K -$72.6K -713 -13%
LCP
360
Legacy Capital Partners
Wisconsin
$439K +$36.1K +355 +9%
UCFA
361
United Capital Financial Advisors
Texas
$432K +$5.09K +50 +1%
AB
362
AT Bancorp
Iowa
$426K +$7.63K +75 +2%
MC
363
Montag & Caldwell
Georgia
$423K +$15.9K +156 +4%
NA
364
Neuburgh Advisers
California
$416K +$433K +4,250 New
EOJOAM
365
E. Ohman J:or Asset Management
Sweden
$414K +$430K +4,228 New
DCM
366
Dimension Capital Management
Florida
$404K
CIBC World Market
367
CIBC World Market
Ontario, Canada
$398K +$414K +4,070 New
DIM
368
DC Investments Management
Virginia
$394K +$410K +4,023 New
AP
369
AHL Partners
United Kingdom
$392K -$5.32M -52,281 -93%
ACC
370
Accident Compensation Corp
New Zealand
$392K
GFPC
371
Global Financial Private Capital
Florida
$392K +$17.4K +171 +4%
MERSOM
372
Municipal Employees' Retirement System of Michigan
Michigan
$384K
CPA
373
Clear Perspective Advisors
Illinois
$381K +$7.53K +74 +2%
KRSITF
374
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$378K +$24.1K +237 +7%
Brown Advisory
375
Brown Advisory
Maryland
$377K +$392K +3,854 New

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.