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513 hedge funds and large institutions have $18.5B invested in IQVIA in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 224 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 180

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

1% more funds holding

Funds holding: 506513 (+7)

0.12% less ownership

Funds ownership: 91.46%91.34% (-0.12%)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$200M)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $16.4M

Holders
513
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
11.74%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.5%
New
50
Increased
224
Reduced
180
Closed
41
Calls
$14.3M
Puts
$16.4M
Net Calls
-$2.12M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
376
Virtue Capital Management
Tennessee
$377K +$7.59K +76 +2%
FWIA
377
Fort Washington Investment Advisors
Ohio
$376K -$7.79K -78 -2%
FPA
378
First Pacific Advisors
California
$372K +$372K +3,725 New
EMG
379
Ellington Management Group
Connecticut
$369K -$330K -3,300 -47%
CC
380
ClearArc Capital
Ohio
$367K -$3.5K -35 -0.9%
MCM
381
McKinley Capital Management
Alaska
$365K -$20.6K -206 -5%
JGUA
382
John G. Ullman & Associates
New York
$359K
GCP
383
GSA Capital Partners
United Kingdom
$353K -$8.89K -89 -2%
GHCM
384
Glen Harbor Capital Management
California
$350K +$1.6K +16 +0.5%
GLA
385
Great Lakes Advisors
Illinois
$349K -$90.3K -904 -21%
BUB
386
BBVA USA Bancshares
Texas
$333K +$24.8K +248 +8%
ACC
387
Accident Compensation Corp
New Zealand
$333K +$333K +3,332 New
PAG
388
Private Advisor Group
New Jersey
$329K +$330K +3,306 New
BRWA
389
B. Riley Wealth Advisors
Florida
$326K +$1.3K +13 +0.4%
LFAS
390
Level Four Advisory Services
Texas
$323K -$436K -4,366 -57%
OSAM
391
O'Shaughnessy Asset Management
Connecticut
$319K +$291K +2,917 +1,049%
SL
392
Signition LP
New York
$316K +$76K +761 +32%
ACS
393
Archford Capital Strategies
Illinois
$314K +$314K +3,142 New
AIP
394
Ameritas Investment Partners
Nebraska
$307K -$7.69K -77 -2%
Creative Planning
395
Creative Planning
Kansas
$305K -$69.4K -695 -19%
IRF
396
IBM Retirement Fund
New York
$304K -$46.8K -468 -13%
GH
397
GAM Holding
Switzerland
$302K +$303K +3,030 New
SCI
398
S&CO Inc
Massachusetts
$299K
SPIA
399
Steward Partners Investment Advisory
New York
$293K +$47.6K +476 +19%
LS
400
Livforsakringsbolaget Skandia
Sweden
$293K +$79.9K +800 +38%

IQV Hedge Fund Activity: Q2 2018 in Review

513 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2018, worth a combined $18.5B — down 1.1% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IQV positions and 41 closed out — a net gain of 9 holders — while 224 added to existing stakes and 180 trimmed.

The largest buyer was Vanguard Group, adding an estimated $175M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $671M.

  • 513 institutional investors held IQVIA (IQV) as of Q2 2018, up from 506 in Q1 2018.
  • Funds reported $18.5B of IQVIA stock for Q2 2018, down 1.1% quarter-over-quarter.
  • 50 funds opened new IQVIA positions in Q2 2018 and 41 closed out, a net change of +9 holders.
  • The largest IQVIA buyer in Q2 2018 was Vanguard Group, an estimated $175M added.
  • The largest IQVIA seller in Q2 2018 was TPG Group Holdings (SBS) Advisors, an estimated $671M sold.

Based on aggregated 13F filings for Q2 2018.