We are live on ! Find out more

644 hedge funds and large institutions have $25.7B invested in IQVIA in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 37

23% more capital invested

Capital invested by funds: $20.9B → $25.7B (+$4.78B)

10% more funds holding

Funds holding: 584644 (+60)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 225

1% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $44M

0.03% less ownership

Funds ownership: 91.15%91.11% (-0.03%)

Holders
644
Holders Change
+60
Holders Change %
+10.27%
% of All Funds
13.94%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
105
Increased
241
Reduced
225
Closed
37
Calls
$44.3M
Puts
$44M
Net Calls
+$375K
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
451
Andesa Financial Management
Pennsylvania
$488K +$452K +3,390 New
GFPC
452
Global Financial Private Capital
Florida
$480K -$28.7K -215 -6%
QCM
453
Quest Capital Management
Texas
$480K +$139K +1,046 +46%
SCP
454
Stamos Capital Partners
California
$473K -$493K -3,700 -53%
RJT
455
Raymond James Trust
Florida
$470K +$2.8K +21 +0.6%
AIC
456
Argus Investors Counsel
New York
$467K -$10.1K -76 -2%
BBNA
457
Bremer Bank National Association
Minnesota
$457K +$439K +3,292 New
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$453K +$1.6K +12 +0.4%
MCM
459
Maple Capital Management
Vermont
$444K -$46.7K -350 -10%
Creative Planning
460
Creative Planning
Kansas
$441K +$19.1K +143 +5%
MAM
461
Meeder Asset Management
Ohio
$438K -$1.24M -9,292 -75%
WAM
462
Wealthspire Advisors (Maryland)
Maryland
$436K -$40.3K -302 -9%
II
463
Inspire Investing
Idaho
$434K +$6.13K +46 +2%
SCI
464
S&CO Inc
Massachusetts
$432K
ECM
465
ExodusPoint Capital Management
New York
$419K +$388K +2,913 New
GLA
466
Great Lakes Advisors
Illinois
$417K +$7.33K +55 +2%
KCM
467
Kendall Capital Management
Maryland
$416K -$193K -1,445 -33%
GWM
468
Geneos Wealth Management
Colorado
$412K +$16.5K +124 +5%
AIP
469
Ameritas Investment Partners
Nebraska
$408K -$14.8K -111 -4%
WSCM
470
Wellington Shields Capital Management
New York
$407K
LFAS
471
Level Four Advisory Services
Texas
$400K -$29.9K -224 -7%
MCM
472
McKinley Capital Management
Alaska
$395K -$37.1K -278 -9%
SFA
473
Semmax Financial Advisors
North Carolina
$395K +$207K +1,552 +130%
VCM
474
Virtue Capital Management
Tennessee
$391K -$51.2K -384 -12%
MC
475
Montag & Caldwell
Georgia
$386K +$14.3K +107 +4%

IQV Hedge Fund Activity: Q1 2019 in Review

644 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2019, worth a combined $25.7B — up 23% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IQV positions and 37 closed out — a net gain of 68 holders — while 241 added to existing stakes and 225 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $229M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $539M.

  • 644 institutional investors held IQVIA (IQV) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $25.7B of IQVIA stock for Q1 2019, up 23% quarter-over-quarter.
  • 105 funds opened new IQVIA positions in Q1 2019 and 37 closed out, a net change of +68 holders.
  • The largest IQVIA buyer in Q1 2019 was Morgan Stanley, an estimated $229M added.
  • The largest IQVIA seller in Q1 2019 was TPG Group Holdings (SBS) Advisors, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2019.