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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
CA
476
Calton & Associates
Florida
$18K +$17.8K +175 New
QCG
477
Quadrant Capital Group
Ohio
$16K +$305 +3 +1%
WA
478
Winfield Associates
Ohio
$15K -$2.24K -22 -13%
PFO
479
Pathstone Family Office
New Jersey
$15K
WA
480
WealthTrust-Arizona
Arizona
$14K -$611 -6 -4%
AssetMark Inc
481
AssetMark Inc
California
$14K +$6.51K +64 +79%
Bessemer Group
482
Bessemer Group
New Jersey
$14K +$12.7K +125 +595%
KA
483
Kaizen Advisory
Illinois
$14K +$14.8K +145 New
KJWM
484
Kiley Juergens Wealth Management
Washington
$14K +$15.3K +150 New
TG
485
TLP Group
Illinois
$13K -$301K -2,955 -96%
PA
486
Parallel Advisors
California
$13K
APA
487
American Portfolios Advisors
New York
$12.3K +$12.8K +126 New
CB
488
Community Bank
New York
$10K
PFA
489
Pathway Financial Advisors
Vermont
$9K +$9.47K +93 New
WA
490
Waverly Advisors
Alabama
$9K +$9.88K +97 New
MA
491
MUFG Americas
New York
$8K
WAP
492
Wealthcare Advisory Partners
Pennsylvania
$8K +$8.35K +82 New
FMP
493
Financial Management Professionals
Texas
$8K +$8.55K +84 New
CCA
494
Catalyst Capital Advisors
New York
$7K
EFSCE
495
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
Winslow Capital Management
496
Winslow Capital Management
Minnesota
$7K
EARNEST Partners
497
EARNEST Partners
Georgia
$6K +$6.21K +61 New
FRA
498
Front Row Advisors
California
$6K +$6.72K +66 New
Carson Wealth (CWM LLC)
499
Carson Wealth (CWM LLC)
Nebraska
$5K
WAS
500
Winch Advisory Services
Wisconsin
$5K

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.