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513 hedge funds and large institutions have $18.5B invested in IQVIA in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 224 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 180

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

1% more funds holding

Funds holding: 506513 (+7)

0.12% less ownership

Funds ownership: 91.46%91.34% (-0.12%)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$200M)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $16.4M

Holders
513
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
11.74%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.5%
New
50
Increased
224
Reduced
180
Closed
41
Calls
$14.3M
Puts
$16.4M
Net Calls
-$2.12M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
476
Trust Company of Vermont
Vermont
$14K -$26.4K -264 -66%
KJWM
477
Kiley Juergens Wealth Management
Washington
$14K +$15K +150 New
WA
478
WealthTrust-Arizona
Arizona
$13K -$1.3K -13 -9%
CIA
479
CSat Investment Advisory
Michigan
$11K +$11K +110 New
CB
480
Community Bank
New York
$10K
EFSCE
481
Enterprise Financial Services Corp (EFSC)
Missouri
$10K +$3.4K +34 +50%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$10K +$4.1K +41 +68%
PFA
483
Pathway Financial Advisors
Vermont
$9K
SFM
484
Signet Financial Management
New Jersey
$9K
MA
485
MUFG Americas
New York
$8K
WAP
486
Wealthcare Advisory Partners
Pennsylvania
$8K
KL
487
KWMG LLC
Kansas
$8K +$8.09K +81 New
FHA
488
Flagship Harbor Advisors
Massachusetts
$7K +$7.99K +80 New
EARNEST Partners
489
EARNEST Partners
Georgia
$6K
PFBT
490
Parkside Financial Bank & Trust
Missouri
$6K +$599 +6 +11%
PMG
491
ProVise Management Group
Florida
$5.82K +$10.8K +108 +1%
CTC
492
Central Trust Company
Missouri
$5K
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$5K
HNB
494
Huntington National Bank
Ohio
$5K
PHK
495
Point72 Hong Kong
Hong Kong
$4K -$122K -1,218 -97%
AssetMark Inc
496
AssetMark Inc
California
$4K
SFSIG
497
San Francisco Sentry Investment Group
California
$4K
IWP
498
Icon Wealth Partners
Texas
$4K +$4.3K +43 New
WPA
499
West Paces Advisors
Georgia
$3.69K +$3.7K +37 New
WIM
500
Westside Investment Management
California
$3.48K -$1.3K -13 -27%

IQV Hedge Fund Activity: Q2 2018 in Review

513 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2018, worth a combined $18.5B — down 1.1% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IQV positions and 41 closed out — a net gain of 9 holders — while 224 added to existing stakes and 180 trimmed.

The largest buyer was Vanguard Group, adding an estimated $175M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $671M.

  • 513 institutional investors held IQVIA (IQV) as of Q2 2018, up from 506 in Q1 2018.
  • Funds reported $18.5B of IQVIA stock for Q2 2018, down 1.1% quarter-over-quarter.
  • 50 funds opened new IQVIA positions in Q2 2018 and 41 closed out, a net change of +9 holders.
  • The largest IQVIA buyer in Q2 2018 was Vanguard Group, an estimated $175M added.
  • The largest IQVIA seller in Q2 2018 was TPG Group Holdings (SBS) Advisors, an estimated $671M sold.

Based on aggregated 13F filings for Q2 2018.