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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
Macquarie Group
26
Macquarie Group
Australia
$157M -$4.55M -44,714 -3%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$152M +$6.06M +59,558 +4%
Norges Bank
28
Norges Bank
Norway
$121M -$10.4M -102,475 -8%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$117M +$3.16M +31,028 +3%
Invesco
30
Invesco
Georgia
$108M +$64.4M +632,192 +133%
Harris Associates
31
Harris Associates
Illinois
$102M -$65M -638,114 -38%
TCIM
32
TIAA CREF Investment Management
New York
$94.5M -$7.27M -71,386 -7%
HCM
33
Hitchwood Capital Management
New York
$88.1M -$30.5M -300,000 -25%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$88M +$50.6M +496,559 +123%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$85.4M +$8.1M +79,613 +10%
JP
36
Jana Partners
New York
$81.1M +$84.3M +827,967 New
JFL
37
Jarislowsky, Fraser Ltd
Quebec, Canada
$80.5M -$2.29M -22,493 -3%
Jennison Associates
38
Jennison Associates
New York
$80.4M -$4.15M -40,720 -5%
WCM Investment Management
39
WCM Investment Management
California
$80.2M +$8.09M +79,516 +11%
SCM
40
Steadfast Capital Management
New York
$79.3M -$44.6M -437,840 -35%
LCM
41
Laurion Capital Management
New York
$79.1M -$92.6M -909,358 -53%
HM
42
HealthCor Management
New York
$76.7M +$79.7M +783,380 New
First Trust Advisors
43
First Trust Advisors
Illinois
$74.4M -$2.63M -25,864 -3%
TBC
44
Three Bays Capital
Massachusetts
$73.1M -$16.9M -166,500 -18%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$72.2M -$3.52M -34,535 -4%
Legal & General Group
46
Legal & General Group
United Kingdom
$71.6M +$8.03M +78,845 +12%
DCM
47
Discovery Capital Management
Connecticut
$71M -$26.3M -258,387 -26%
HCM
48
Hoplite Capital Management
New York
$68.6M -$4.49M -44,141 -6%
Charles Schwab
49
Charles Schwab
California
$55.9M -$805K -7,912 -1%
BCM
50
Bridgeway Capital Management
Texas
$55.6M +$55M +540,400 +1,930%

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.