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513 hedge funds and large institutions have $18.5B invested in IQVIA in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 224 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 180

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

1% more funds holding

Funds holding: 506513 (+7)

0.12% less ownership

Funds ownership: 91.46%91.34% (-0.12%)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$200M)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $16.4M

Holders
513
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
11.74%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.5%
New
50
Increased
224
Reduced
180
Closed
41
Calls
$14.3M
Puts
$16.4M
Net Calls
-$2.12M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
451
North Star Investment Management
Illinois
$37K
SWM
452
SeaCrest Wealth Management
New York
$36K
APA
453
American Portfolios Advisors
New York
$35.5K
SFG
454
SevenBridge Financial Group
Pennsylvania
$35K -$40K -400 -53%
JA
455
JOYN Advisors
Georgia
$35K +$29.7K +297 +582%
KA
456
Kaizen Advisory
Illinois
$34K +$19.3K +193 +133%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$33K +$19.5K +195 +139%
ACA
458
Atlas Capital Advisors
Wyoming
$31.6K +$29K +290 New
PMFA
459
Plante Moran Financial Advisors
Michigan
$31K
AIM
460
Arcadia Investment Management
Michigan
$30K
BCM
461
Blume Capital Management
California
$30K
CAW
462
Cornerstone Advisors (Washington)
Washington
$29K +$18.4K +184 +174%
BFEC
463
Benjamin F. Edwards & Company
Missouri
$25K
OIA
464
Optimum Investment Advisors
Illinois
$25K
OC
465
Oakworth Capital
Alabama
$24K
LJHT
466
Laurie J. Hall Trustee
$23K
S
467
SignatureFD
Georgia
$23K +$1.5K +15 +7%
CCA
468
Catalyst Capital Advisors
New York
$23K +$5.79K +58 +34%
CHP
469
Cable Hill Partners
Oregon
$21K
CJA
470
C-J Advisory
California
$19K
MSE
471
MUFG Securities EMEA
United Kingdom
$18K -$1.98M -19,819 -99%
FAM
472
Fred Alger Management
New York
$17K -$6.29K -63 -27%
QCG
473
Quadrant Capital Group
Ohio
$16K
RFC
474
Regions Financial Corp
Alabama
$15K +$999 +10 +7%
AF
475
Advisornet Financial
Minnesota
$15K +$15.2K +152 New

IQV Hedge Fund Activity: Q2 2018 in Review

513 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2018, worth a combined $18.5B — down 1.1% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IQV positions and 41 closed out — a net gain of 9 holders — while 224 added to existing stakes and 180 trimmed.

The largest buyer was Vanguard Group, adding an estimated $175M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $671M.

  • 513 institutional investors held IQVIA (IQV) as of Q2 2018, up from 506 in Q1 2018.
  • Funds reported $18.5B of IQVIA stock for Q2 2018, down 1.1% quarter-over-quarter.
  • 50 funds opened new IQVIA positions in Q2 2018 and 41 closed out, a net change of +9 holders.
  • The largest IQVIA buyer in Q2 2018 was Vanguard Group, an estimated $175M added.
  • The largest IQVIA seller in Q2 2018 was TPG Group Holdings (SBS) Advisors, an estimated $671M sold.

Based on aggregated 13F filings for Q2 2018.