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652 hedge funds and large institutions have $28.6B invested in IQVIA in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 218 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $131M | Put options by funds: $48M

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

24% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 218

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

11% more capital invested

Capital invested by funds: $25.7B → $28.6B (+$2.88B)

1% more funds holding

Funds holding: 644652 (+8)

0.88% less ownership

Funds ownership: 91.11%90.23% (-0.88%)

Holders
652
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
14.16%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.93%
New
78
Increased
271
Reduced
218
Closed
62
Calls
$131M
Puts
$48M
Net Calls
+$83.2M
Net Calls Change
+$82.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
351
JP Morgan Private Wealth Advisors
California
$1.95M -$94.1K -671 -5%
FMT
352
First Mercantile Trust
Tennessee
$1.95M -$169K -1,202 -9%
OSNBOA
353
Old Second National Bank of Aurora
Illinois
$1.94M -$1.09M -7,765 -39%
II
354
IFM Investors
Australia
$1.93M +$175K +1,247 +12%
WTC
355
WhitTier Trust Company
Nevada
$1.93M +$101K +721 +6%
Commonwealth Equity Services
356
Commonwealth Equity Services
Massachusetts
$1.89M +$99.9K +712 +6%
CSS
357
Cubist Systematic Strategies
Connecticut
$1.87M +$537K +3,827 +49%
Brown Advisory
358
Brown Advisory
Maryland
$1.85M -$3.51K -25 -0.2%
IAA
359
Independent Advisor Alliance
North Carolina
$1.8M -$43.2K -308 -3%
DADC
360
D.A. Davidson & Co
Montana
$1.77M -$93.4K -666 -6%
GC
361
Globeflex Capital
California
$1.71M -$18.9K -135 -1%
ERSOT
362
Employees Retirement System of Texas
Texas
$1.71M -$140K -1,000 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
363
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.7M +$281K +2,000 +23%
IA
364
Icon Advisers
Colorado
$1.7M
Mercer Global Advisors
365
Mercer Global Advisors
Colorado
$1.69M -$4.35K -31 -0.3%
WAM
366
World Asset Management
Michigan
$1.67M +$139K +991 +11%
US Bancorp
367
US Bancorp
Minnesota
$1.66M -$23.1K -165 -2%
FCBT
368
First Citizens Bank & Trust
North Carolina
$1.64M +$64K +456 +5%
ACM
369
Alpha Capital Management
Texas
$1.61M -$2.81K -20 -0.2%
MYLI
370
Meiji Yasuda Life Insurance
Japan
$1.59M -$612K -4,363 -31%
CAM
371
Carret Asset Management
New York
$1.57M +$65.9K +470 +5%
SIM
372
Sentry Investment Management
Wisconsin
$1.55M +$123K +876 +10%
AI
373
Atria Investments
North Carolina
$1.54M +$168K +1,201 +14%
PIM
374
Partner Investment Management
California
$1.53M +$729K +5,193 +119%
CIBC World Market
375
CIBC World Market
Ontario, Canada
$1.5M -$705K -5,028 -35%

IQV Hedge Fund Activity: Q2 2019 in Review

652 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2019, worth a combined $28.6B — up 11% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IQV positions and 62 closed out — a net gain of 16 holders — while 271 added to existing stakes and 218 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $297M. The largest seller was Longview Partners, exiting entirely with an estimated $894M sold.

  • 652 institutional investors held IQVIA (IQV) as of Q2 2019, up from 644 in Q1 2019.
  • Funds reported $28.6B of IQVIA stock for Q2 2019, up 11% quarter-over-quarter.
  • 78 funds opened new IQVIA positions in Q2 2019 and 62 closed out, a net change of +16 holders.
  • The largest IQVIA buyer in Q2 2019 was Ninety One (UK), an estimated $297M added.
  • The largest IQVIA seller in Q2 2019 was Longview Partners, an estimated $894M sold.

Based on aggregated 13F filings for Q2 2019.