IQVIA
506 hedge funds and large institutions have $18.7B invested in IQVIA in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 180 increasing their positions, 195 reducing their positions, and 69 closing their positions.
1% less capital invested
Capital invested by funds: $18.9B → $18.7B (-$205M)
8% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 195
1.19% less ownership
Funds ownership: 92.65% → 91.46% (-1.2%)
3% less funds holding
Funds holding: 520 → 506 (-14)
8% less funds holding in top 10
Funds holding in top 10: 26 → 24 (-2)
10% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 69
91% less call options, than puts
Call options by funds: $12.2M | Put options by funds: $139M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$159M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$136M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$55.9M |
| 4 |
SC
Samlyn Capital
New York
|
+$40.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hitchwood Capital Management
New York
|
-$88.1M |
| 2 |
GCM
Glenview Capital Management
New York
|
-$86.6M |
| 3 |
JP
Jana Partners
New York
|
-$81.1M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$80.2M |
| 5 |
LCM
Laurion Capital Management
New York
|
-$74.5M |
IQV Hedge Fund Activity: Q1 2018 in Review
506 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2018, worth a combined $18.7B — down 1.1% from $18.9B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of IQV and 62 opened new positions — a net loss of 7 holders — while 195 trimmed existing stakes and 180 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $159M. The largest seller was Hitchwood Capital Management, exiting entirely with an estimated $88.1M sold.
- 506 institutional investors held IQVIA (IQV) as of Q1 2018, down from 520 in Q4 2017.
- Funds reported $18.7B of IQVIA stock for Q1 2018, down 1.1% quarter-over-quarter.
- 62 funds opened new IQVIA positions in Q1 2018 and 69 closed out, a net change of -7 holders.
- The largest IQVIA buyer in Q1 2018 was Capital Research Global Investors, an estimated $159M added.
- The largest IQVIA seller in Q1 2018 was Hitchwood Capital Management, an estimated $88.1M sold.
Based on aggregated 13F filings for Q1 2018.