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402 hedge funds and large institutions have $16.7B invested in IQVIA in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 168 increasing their positions, 102 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,386% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $1.18M

156% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 43

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

85% more capital invested

Capital invested by funds: $9.07B → $16.7B (+$7.67B)

65% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 102

18% more funds holding

Funds holding: 342402 (+60)

5.37% less ownership

Funds ownership: 94.75%89.38% (-5.4%)

Holders
402
Holders Change
+60
Holders Change %
+17.54%
% of All Funds
10.05%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.4%
New
110
Increased
168
Reduced
102
Closed
43
Calls
$41.1M
Puts
$1.18M
Net Calls
+$39.9M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TBC
26
Three Bays Capital
Massachusetts
$117M +$86.5M +1,128,324 +276%
Bank of America
27
Bank of America
North Carolina
$98.4M -$10.1M -131,670 -9%
Franklin Resources
28
Franklin Resources
California
$95.1M -$2.06M -26,827 -2%
TCM
29
Tran Capital Management
California
$88.2M +$88.9M +1,159,874 New
Jennison Associates
30
Jennison Associates
New York
$86.6M -$19.7M -257,249 -18%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$83.8M +$7.44M +96,974 +10%
TCIM
32
TIAA CREF Investment Management
New York
$79.4M +$46.3M +603,920 +137%
Northern Trust
33
Northern Trust
Illinois
$78.9M +$24.5M +319,874 +45%
PPA
34
Parametric Portfolio Associates
Washington
$77.1M +$21.8M +284,934 +39%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$72.4M +$23.1M +301,287 +46%
JFL
36
Jarislowsky, Fraser Ltd
Quebec, Canada
$70.6M +$71.2M +927,951 New
First Trust Advisors
37
First Trust Advisors
Illinois
$69.3M +$24.8M +322,859 +55%
BG
38
BlackRock Group
United Kingdom
$65.8M +$26.5M +345,855 +67%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$61.5M +$16M +208,428 +35%
SCM
40
Sterling Capital Management
North Carolina
$61.4M +$61.9M +807,688 New
AQR Capital Management
41
AQR Capital Management
Connecticut
$59.3M -$39.3M -511,877 -40%
SGAM
42
Smith Group Asset Management
Texas
$58.8M +$19M +247,566 +48%
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$58.4M +$58.8M +767,337 New
Morgan Stanley
44
Morgan Stanley
New York
$57.6M -$31.1M -405,721 -35%
Wells Fargo
45
Wells Fargo
California
$55.1M +$8.24M +107,456 +17%
Alkeon Capital Management
46
Alkeon Capital Management
New York
$53.2M +$53.7M +700,000 New
BCPEM
47
Bain Capital Public Equity Management
Massachusetts
$46.5M
Legal & General Group
48
Legal & General Group
United Kingdom
$45.3M +$18.2M +237,196 +66%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$44.4M +$42.3M +551,289 +1,687%
APG Asset Management
50
APG Asset Management
Netherlands
$44M +$17M +222,043 +57%

IQV Hedge Fund Activity: Q4 2016 in Review

402 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2016, worth a combined $16.7B — up 85% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IQV positions and 43 closed out — a net gain of 67 holders — while 168 added to existing stakes and 102 trimmed.

The largest buyer was TPG Group Holdings (SBS) Advisors, adding an estimated $3.26B. The largest seller was Winslow Capital Management, cutting an estimated $239M.

  • 402 institutional investors held IQVIA (IQV) as of Q4 2016, up from 342 in Q3 2016.
  • Funds reported $16.7B of IQVIA stock for Q4 2016, up 85% quarter-over-quarter.
  • 110 funds opened new IQVIA positions in Q4 2016 and 43 closed out, a net change of +67 holders.
  • The largest IQVIA buyer in Q4 2016 was TPG Group Holdings (SBS) Advisors, an estimated $3.26B added.
  • The largest IQVIA seller in Q4 2016 was Winslow Capital Management, an estimated $239M sold.

Based on aggregated 13F filings for Q4 2016.