IQVIA
344 hedge funds and large institutions have $6.85B invested in IQVIA in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 111 reducing their positions, and 44 closing their positions.
136% more call options, than puts
Call options by funds: $3.48M | Put options by funds: $1.48M
28% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 111
20% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 44
3.18% more ownership
Funds ownership: 86.75% → 89.94% (+3.2%)
2% more funds holding
Funds holding: 337 → 344 (+7)
18% less capital invested
Capital invested by funds: $8.32B → $6.85B (-$1.47B)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$87M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$85.8M |
| 3 |
Jennison Associates
New York
|
+$68.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$34M |
| 5 |
Renaissance Technologies
New York
|
+$30.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$1.03B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$235M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$119M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$45M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$29.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MYAM
376
Meiji Yasuda Asset Management
Tokyo,
Japan
| – | -$207K | -3,020 | Closed |
|
377
Nomura Holdings
Tokyo,
Japan
| – | -$207K | -3,016 | Closed |
|
|
SCI
378
S&CO Inc
Boston,
Massachusetts
| – | -$206K | -3,000 | Closed |
|
|
IR
379
Invictus RG
Hamilton,
Bermuda
| – | -$165K | -2,407 | Closed |
|
|
HR
380
Howe & Rusling
Rochester,
New York
| – | -$7K | -100 | Closed |
|
|
AIA
381
Allegis Investment Advisors
Idaho Falls,
Idaho
| – | -$6K | -93 | Closed |
|
|
RFA
382
Reilly Financial Advisors
La Mesa,
California
| – | -$4K | -52 | Closed |
|
|
LWA
383
Lenox Wealth Advisors
New York
| – | -$3K | -50 | Closed |
|
|
PCP
384
Proficio Capital Partners
Newton,
Massachusetts
| – | -$2K | -24 | Closed |
|
|
ZB
385
Zions Bancorporation
Salt Lake City,
Utah
| – | -$1K | -15 | Closed |
|
IQV Hedge Fund Activity: Q1 2016 in Review
344 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2016, worth a combined $6.85B — down 18% from $8.32B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IQV positions and 44 closed out — a net gain of 9 holders — while 142 added to existing stakes and 111 trimmed.
The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $87M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.03B sold.
- 344 institutional investors held IQVIA (IQV) as of Q1 2016, up from 337 in Q4 2015.
- Funds reported $6.85B of IQVIA stock for Q1 2016, down 18% quarter-over-quarter.
- 53 funds opened new IQVIA positions in Q1 2016 and 44 closed out, a net change of +9 holders.
- The largest IQVIA buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $87M added.
- The largest IQVIA seller in Q1 2016 was Americafirst Capital Management, an estimated $1.03B sold.
Based on aggregated 13F filings for Q1 2016.