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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
IH
376
IFC Holdings
Florida
$374K +$70.8K +695 +22%
CCB
377
Cutter & Co Brokerage
Missouri
$370K +$16.4K +161 +4%
KP
378
Keel Point
Alabama
$362K +$75.8K +745 +25%
CC
379
ClearArc Capital
Ohio
$361K -$21.8K -214 -5%
ASN
380
Advisory Services Network
Georgia
$359K
VCM
381
Virtue Capital Management
Tennessee
$358K +$373K +3,661 New
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$356K -$80.7K -793 -18%
JGUA
383
John G. Ullman & Associates
New York
$352K
UIM
384
Underhill Investment Management
California
$348K -$48.7K -478 -12%
FCM
385
Flinton Capital Management
Pennsylvania
$343K +$162K +1,596 +84%
BCM
386
BlueCrest Capital Management
Jersey
$336K +$349K +3,432 New
Parallax Volatility Advisers
387
Parallax Volatility Advisers
California
$333K +$346K +3,400 New
JT
388
Jump Trading
Illinois
$326K +$339K +3,327 New
UAS
389
United Asset Strategies
New York
$320K +$332K +3,265 New
SSA
390
Schonfeld Strategic Advisors
New York
$315K -$2.4M -23,533 -88%
BRWA
391
B. Riley Wealth Advisors
Florida
$312K
LFAS
392
Level Four Advisory Services
Texas
$309K +$1.43K +14 +0.4%
AIP
393
Ameritas Investment Partners
Nebraska
$309K +$3.26K +32 +1%
PAG
394
Private Advisor Group
New Jersey
$307K -$179K -1,760 -36%
ECP
395
Elk Creek Partners
Colorado
$295K +$19.4K +191 +7%
SCI
396
S&CO Inc
Massachusetts
$294K
NA
397
NewEdge Advisors
Louisiana
$293K +$84.6K +831 +39%
BFM
398
Boothbay Fund Management
New York
$287K -$1.11M -10,868 -79%
CEP
399
Chicago Equity Partners
Illinois
$281K -$28.5K -280 -9%
SCA
400
Snowden Capital Advisors
New York
$277K +$288K +2,832 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.