IQVIA
566 hedge funds and large institutions have $23.6B invested in IQVIA in 2018 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 210 increasing their positions, 186 reducing their positions, and 35 closing their positions.
166% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 35
41% more funds holding in top 10
Funds holding in top 10: 22 → 31 (+9)
28% more capital invested
Capital invested by funds: $18.5B → $23.6B (+$5.14B)
13% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 186
10% more funds holding
Funds holding: 513 → 566 (+53)
1% less call options, than puts
Call options by funds: $30M | Put options by funds: $30.2M
1.46% less ownership
Funds ownership: 91.34% → 89.88% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$307M |
| 2 |
SCM
Steadfast Capital Management
New York
|
+$230M |
| 3 |
TP
Third Point
New York
|
+$180M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$125M |
| 5 |
MCM
Melvin Capital Management
New York
|
+$90.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGP
Leonard Green & Partners
Los Angeles,
California
|
-$337M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$206M |
| 3 |
FP
FPR Partners
San Francisco,
California
|
-$179M |
| 4 |
Millennium Management
New York
|
-$153M |
| 5 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$126M |
IQV Hedge Fund Activity: Q3 2018 in Review
566 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2018, worth a combined $23.6B — up 28% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new IQV positions and 35 closed out — a net gain of 58 holders — while 210 added to existing stakes and 186 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $307M. The largest seller was Leonard Green & Partners, exiting entirely with an estimated $337M sold.
- 566 institutional investors held IQVIA (IQV) as of Q3 2018, up from 513 in Q2 2018.
- Funds reported $23.6B of IQVIA stock for Q3 2018, up 28% quarter-over-quarter.
- 93 funds opened new IQVIA positions in Q3 2018 and 35 closed out, a net change of +58 holders.
- The largest IQVIA buyer in Q3 2018 was Fidelity Investments, an estimated $307M added.
- The largest IQVIA seller in Q3 2018 was Leonard Green & Partners, an estimated $337M sold.
Based on aggregated 13F filings for Q3 2018.