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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
LS
426
Livforsakringsbolaget Skandia
Sweden
$209K -$71.3K -700 -25%
IA
427
IFP Advisors
Florida
$200K +$17.3K +170 +9%
GHCM
428
Glen Harbor Capital Management
California
$196K -$136K -1,332 -40%
RCM
429
Riverhead Capital Management
Delaware
$188K -$25.8K -253 -12%
TAM
430
Tiverton Asset Management
Delaware
$186K +$194K +1,901 New
RIM
431
Rampart Investment Management
Connecticut
$182K -$1.12K -11 -0.6%
VFA
432
Valeo Financial Advisors
Indiana
$170K +$46.5K +457 +36%
FWM
433
Focused Wealth Management
New York
$166K +$173K +1,700 New
SQA
434
Simon Quick Advisors
New Jersey
$154K -$99.3K -975 -39%
CBOA
435
Commonwealth Bank of Australia
Australia
$152K -$10.7K -105 -6%
Korea Investment Corp
436
Korea Investment Corp
South Korea
$134K
NEI
437
Northwest & Ethical Investments
Ontario, Canada
$134K +$61.1K +600 +78%
WEC
438
Winslow Evans & Crocker
Massachusetts
$123K -$4.07K -40 -3%
SIM
439
Sonora Investment Management
Arizona
$108K +$112K +1,100 New
CS
440
Credential Securities
$103K +$24K +236 +29%
GWM
441
Geneos Wealth Management
Colorado
$99K +$104K +1,021 New
BWL
442
Bogart Wealth LLC
Virginia
$94K +$5.09K +50 +6%
PCP
443
Proficio Capital Partners
Massachusetts
$88K +$1.53K +15 +2%
TRCT
444
Tower Research Capital (TRC)
New York
$85K +$56.3K +553 +176%
EMG
445
ETF Managers Group
New Jersey
$76K +$11K +108 +17%
BL
446
Balentine LLC
Georgia
$69K -$50.9K -500 -42%
TCOV
447
Trust Company of Vermont
Vermont
$68K +$30.5K +300 +75%
CAL
448
Capital Analysts LLC
Pennsylvania
$60K
HL
449
Harding Loevner
New Jersey
$57K +$59K +580 New
DSI
450
Daiwa SB Investments
Japan
$50K

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.