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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
ST
451
Smithfield Trust
Pennsylvania
$50K +$23.4K +230 +81%
GLI
452
Guardian Life Insurance
New York
$48K +$16.6K +163 +50%
STA
453
Summit Trail Advisors
New York
$47K +$46.5K +457 New
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$47K +$48.3K +474 +4,309%
SPIA
455
Steward Partners Investment Advisory
New York
$42K +$9.77K +96 +29%
BCM
456
Blume Capital Management
California
$39K
MPWT
457
MassMutual Private Wealth & Trust
Connecticut
$39K
SWM
458
SeaCrest Wealth Management
New York
$36K +$37K +363 New
GT
459
Greenleaf Trust
Michigan
$33K
HNB
460
Huntington National Bank
Ohio
$33K +$2.54K +25 +8%
EAM
461
Exane Asset Management
France
$31.5K +$32.8K +322 New
SLF
462
Sun Life Financial
Ontario, Canada
$31K -$80.4K -790 -71%
DCM
463
Delpha Capital Management
New York
$31K +$32.5K +319 New
PMFA
464
Plante Moran Financial Advisors
Michigan
$30K
BTIS
465
BB&T Investment Services
North Carolina
$26K +$5.5K +54 +26%
Loomis, Sayles & Company
466
Loomis, Sayles & Company
Massachusetts
$25K +$407 +4 +2%
BFEC
467
Benjamin F. Edwards & Company
Missouri
$24K
IWM
468
IHT Wealth Management
Illinois
$23K
LJHT
469
Laurie J. Hall Trustee
$23K
FAM
470
Fred Alger Management
New York
$23K +$18.6K +183 +345%
II
471
Inspire Investing
Idaho
$22K +$23.3K +229 New
CHP
472
Cable Hill Partners
Oregon
$21K +$13.9K +137 +183%
FANJ
473
Financial Architects (New Jersey)
New Jersey
$20K
GBT
474
Grove Bank & Trust
Florida
$19K
CJA
475
C-J Advisory
California
$18K +$5.5K +54 +41%

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.