We are live on ! Find out more

652 hedge funds and large institutions have $28.6B invested in IQVIA in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 218 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $131M | Put options by funds: $48M

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

24% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 218

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

11% more capital invested

Capital invested by funds: $25.7B → $28.6B (+$2.88B)

1% more funds holding

Funds holding: 644652 (+8)

0.88% less ownership

Funds ownership: 91.11%90.23% (-0.88%)

Holders
652
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
14.16%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.93%
New
78
Increased
271
Reduced
218
Closed
62
Calls
$131M
Puts
$48M
Net Calls
+$83.2M
Net Calls Change
+$82.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ER
426
Enlightenment Research
Florida
$820K +$829K +5,907 New
HI
427
Horizon Investments
North Carolina
$809K +$500K +3,567 +245%
LG
428
Leuthold Group
Minnesota
$779K -$122K -873 -15%
S
429
Seeyond
France
$752K -$143K -1,022 -18%
LWANC
430
Laurel Wealth Advisors (North Carolina)
North Carolina
$742K
BFG
431
Beacon Financial Group
Texas
$737K +$24.1K +172 +4%
CI
432
Cigna Investments
Connecticut
$735K -$9.54K -68 -1%
EOJOAM
433
E. Ohman J:or Asset Management
Sweden
$729K
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$718K -$667K -4,756 -52%
LCP
435
Legacy Capital Partners
Wisconsin
$698K -$24.6K -175 -4%
PAM
436
Panagora Asset Management
Massachusetts
$697K +$12.2K +87 +2%
UCFA
437
United Capital Financial Advisors
Texas
$676K +$1.4K +10 +0.2%
BCM
438
Brookstone Capital Management
Illinois
$673K +$58.2K +415 +11%
TP
439
Tranquility Partners
Tennessee
$657K +$573K +4,084 New
MWA
440
Meridian Wealth Advisors
Texas
$644K -$27.6K -197 -5%
DTL
441
Dynamic Technology Lab
Singapore
$626K +$61K +435 +13%
ACS
442
Archford Capital Strategies
Illinois
$624K +$9.4K +67 +2%
KA
443
Kintegral Advisory
New York
$623K
RJT
444
Raymond James Trust
Florida
$616K +$77.9K +555 +17%
BRWA
445
B. Riley Wealth Advisors
Florida
$610K +$32.8K +234 +7%
SCA
446
Snowden Capital Advisors
New York
$609K +$3.65K +26 +0.7%
GTAM
447
Global Trust Asset Management
Florida
$608K -$701 -5 -0.1%
II
448
Inspire Investing
Idaho
$574K +$76.9K +548 +18%
BL
449
BFSG LLC
California
$564K -$44.1K -314 -8%
JGUA
450
John G. Ullman & Associates
New York
$563K

IQV Hedge Fund Activity: Q2 2019 in Review

652 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2019, worth a combined $28.6B — up 11% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IQV positions and 62 closed out — a net gain of 16 holders — while 271 added to existing stakes and 218 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $297M. The largest seller was Longview Partners, exiting entirely with an estimated $894M sold.

  • 652 institutional investors held IQVIA (IQV) as of Q2 2019, up from 644 in Q1 2019.
  • Funds reported $28.6B of IQVIA stock for Q2 2019, up 11% quarter-over-quarter.
  • 78 funds opened new IQVIA positions in Q2 2019 and 62 closed out, a net change of +16 holders.
  • The largest IQVIA buyer in Q2 2019 was Ninety One (UK), an estimated $297M added.
  • The largest IQVIA seller in Q2 2019 was Longview Partners, an estimated $894M sold.

Based on aggregated 13F filings for Q2 2019.