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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
WSCM
401
Wellington Shields Capital Management
New York
$277K +$8.65K +85 +3%
WG
402
Winton Group
United Kingdom
$271K -$189K -1,856 -40%
TAM
403
Tyers Asset Management
Texas
$269K +$280K +2,750 New
GH
404
GAM Holding
Switzerland
$268K +$278K +2,733 New
ECM
405
Everence Capital Management
Indiana
$268K +$279K +2,740 New
MAM
406
Meeder Asset Management
Ohio
$266K +$56.1K +551 +25%
Victory Capital Management
407
Victory Capital Management
Texas
$264K -$20.4K -200 -7%
BCM
408
Brookstone Capital Management
Illinois
$258K +$9.57K +94 +4%
BUB
409
BBVA USA Bancshares
Texas
$257K +$42.9K +421 +19%
QSS
410
Quantitative Systematic Strategies
Florida
$256K +$266K +2,615 New
ZIM
411
Zacks Investment Management
Illinois
$255K -$2.76M -27,108 -91%
TAMH
412
Taikang Asset Management (HK)
Hong Kong
$252K +$262K +2,576 New
FRM
413
Fox Run Management
Connecticut
$250K +$260K +2,553 New
RJT
414
Raymond James Trust
Florida
$238K -$305 -3 -0.1%
APG Asset Management
415
APG Asset Management
Netherlands
$236K -$7.68M -75,483 -96%
OPPM
416
Opus Point Partners Management
New York
$236K -$305K -2,998 -55%
CI
417
Conning Inc
Connecticut
$234K +$243K +2,390 New
P
418
Pitcairn
Pennsylvania
$230K -$21.8K -214 -8%
MCM
419
McKinley Capital Management
Alaska
$224K -$162K -1,590 -41%
EFS
420
Essex Financial Services
Connecticut
$224K -$13.2K -130 -5%
KCM
421
Kendall Capital Management
Maryland
$224K +$233K +2,290 New
WS
422
Wedbush Securities
California
$221K +$1.73K +17 +0.8%
FQ
423
First Quadrant
California
$221K +$229K +2,254 New
AI
424
Atria Investments
North Carolina
$218K +$227K +2,230 New
PI
425
Putnam Investments
Massachusetts
$212K -$53.4K -525 -19%

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.