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397 hedge funds and large institutions have $18.1B invested in IQVIA in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

20% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $7.72M

10% more capital invested

Capital invested by funds: $16.5B → $18.1B (+$1.62B)

6% more funds holding

Funds holding: 375397 (+22)

5.43% more ownership

Funds ownership: 86.9%92.32% (+5.4%)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 170

Holders
397
Holders Change
+22
Holders Change %
+5.87%
% of All Funds
9.9%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
61
Increased
122
Reduced
170
Closed
37
Calls
$9.24M
Puts
$7.72M
Net Calls
+$1.51M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$120M -$17.2M -203,498 -13%
HCM
27
Hitchwood Capital Management
New York
$98.5M +$92.9M +1,100,000 New
VM
28
Valinor Management
New York
$96.8M -$29.5M -348,923 -24%
TBC
29
Three Bays Capital
Massachusetts
$95.5M -$16M -189,000 -15%
DCM
30
Discovery Capital Management
Connecticut
$95.2M +$89.8M +1,064,000 New
Northern Trust
31
Northern Trust
Illinois
$89.8M -$470K -5,570 -0.6%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$87.4M -$2M -23,728 -2%
JFL
33
Jarislowsky, Fraser Ltd
Quebec, Canada
$78.9M -$1.59M -18,840 -2%
TCIM
34
TIAA CREF Investment Management
New York
$74.5M +$3.61M +42,733 +5%
Morgan Stanley
35
Morgan Stanley
New York
$66.8M +$22M +260,414 +54%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$66.4M +$11.1M +132,031 +22%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$64.3M -$5.58M -66,067 -8%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$63.2M -$7.05M -83,524 -11%
Jennison Associates
39
Jennison Associates
New York
$62.2M +$7.94M +94,071 +16%
WCM Investment Management
40
WCM Investment Management
California
$61.1M +$10.5M +124,426 +22%
BTP
41
Bloom Tree Partners
New York
$60.8M +$57.3M +678,823 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$59.8M +$38.2M +452,400 +210%
First Trust Advisors
43
First Trust Advisors
Illinois
$58.3M -$13.7M -162,051 -20%
Legal & General Group
44
Legal & General Group
United Kingdom
$55.1M -$1.57M -18,605 -3%
LCM
45
Laurion Capital Management
New York
$54.5M +$51.4M +609,055 New
Bank of America
46
Bank of America
North Carolina
$53.1M -$32.3M -382,428 -39%
KCM
47
Kensico Capital Management
Connecticut
$50.8M +$48M +568,000 New
HSBC Holdings
48
HSBC Holdings
United Kingdom
$50M -$11.3K -134 -0%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$49.5M -$3.17M -37,585 -6%
TCM
50
Tran Capital Management
California
$48.2M -$19.6M -232,721 -30%

IQV Hedge Fund Activity: Q2 2017 in Review

397 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2017, worth a combined $18.1B — up 9.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IQV positions and 37 closed out — a net gain of 24 holders — while 122 added to existing stakes and 170 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $550M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $435M.

  • 397 institutional investors held IQVIA (IQV) as of Q2 2017, up from 375 in Q1 2017.
  • Funds reported $18.1B of IQVIA stock for Q2 2017, up 9.8% quarter-over-quarter.
  • 61 funds opened new IQVIA positions in Q2 2017 and 37 closed out, a net change of +24 holders.
  • The largest IQVIA buyer in Q2 2017 was Janus Henderson Group, an estimated $550M added.
  • The largest IQVIA seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $435M sold.

Based on aggregated 13F filings for Q2 2017.