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644 hedge funds and large institutions have $25.7B invested in IQVIA in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 37

23% more capital invested

Capital invested by funds: $20.9B → $25.7B (+$4.78B)

10% more funds holding

Funds holding: 584644 (+60)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 225

1% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $44M

0.03% less ownership

Funds ownership: 91.15%91.11% (-0.03%)

Holders
644
Holders Change
+60
Holders Change %
+10.27%
% of All Funds
13.94%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
105
Increased
241
Reduced
225
Closed
37
Calls
$44.3M
Puts
$44M
Net Calls
+$375K
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
476
IBM Retirement Fund
New York
$385K +$28.1K +211 +9%
CC
477
ClearArc Capital
Ohio
$384K -$6.8K -51 -2%
HF
478
HRT Financial
New York
$378K -$621K -4,660 -64%
CI
479
Conning Inc
Connecticut
$374K +$12K +90 +4%
V
480
Veritable
Delaware
$374K +$15.5K +116 +5%
SW
481
SlateStone Wealth
Florida
$369K +$342K +2,567 New
PIA
482
Piedmont Investment Advisors
North Carolina
$368K +$26.4K +198 +8%
CIM
483
Contravisory Investment Management
Massachusetts
$367K -$8.26K -62 -2%
SXL
484
Summit X LLC
Missouri
$367K -$533 -4 -0.2%
FWIA
485
Fort Washington Investment Advisors
Ohio
$354K -$30.4K -228 -8%
JRP
486
Jasper Ridge Partners
California
$354K
OWA
487
Outlook Wealth Advisors
Texas
$353K +$263K +1,972 +407%
FPA
488
First Pacific Advisors
California
$345K -$56.7K -425 -15%
P
489
Pitcairn
Pennsylvania
$333K -$7.73K -58 -2%
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$332K +$21.1K +158 +7%
FRM
491
Fox Run Management
Connecticut
$323K +$300K +2,248 New
ZCA
492
Zeke Capital Advisors
Pennsylvania
$320K +$400 +3 +0.1%
Walleye Capital
493
Walleye Capital
New York
$320K +$296K +2,224 New
CCM
494
Community Capital Management
Florida
$317K
BC
495
Brinker Capital
Pennsylvania
$315K +$292K +2,193 New
SLAM
496
Swiss Life Asset Management
$309K +$286K +2,149 New
NFG
497
Next Financial Group
Texas
$308K -$1.3M -9,743 -82%
MERSOM
498
Municipal Employees' Retirement System of Michigan
Michigan
$308K -$287K -2,150 -50%
NFH
499
NEXT Financial Holdings
Texas
$308K +$286K +2,142 New
WEC
500
Winslow Evans & Crocker
Massachusetts
$296K +$133K +1,000 +95%

IQV Hedge Fund Activity: Q1 2019 in Review

644 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2019, worth a combined $25.7B — up 23% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IQV positions and 37 closed out — a net gain of 68 holders — while 241 added to existing stakes and 225 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $229M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $539M.

  • 644 institutional investors held IQVIA (IQV) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $25.7B of IQVIA stock for Q1 2019, up 23% quarter-over-quarter.
  • 105 funds opened new IQVIA positions in Q1 2019 and 37 closed out, a net change of +68 holders.
  • The largest IQVIA buyer in Q1 2019 was Morgan Stanley, an estimated $229M added.
  • The largest IQVIA seller in Q1 2019 was TPG Group Holdings (SBS) Advisors, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2019.