We are live on ! Find out more

652 hedge funds and large institutions have $28.6B invested in IQVIA in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 218 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $131M | Put options by funds: $48M

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

24% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 218

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

11% more capital invested

Capital invested by funds: $25.7B → $28.6B (+$2.88B)

1% more funds holding

Funds holding: 644652 (+8)

0.88% less ownership

Funds ownership: 91.11%90.23% (-0.88%)

Holders
652
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
14.16%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.93%
New
78
Increased
271
Reduced
218
Closed
62
Calls
$131M
Puts
$48M
Net Calls
+$83.2M
Net Calls Change
+$82.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
476
Ameritas Investment Partners
Nebraska
$441K -$13.3K -95 -3%
VCM
477
Virtue Capital Management
Tennessee
$437K
FWIA
478
Fort Washington Investment Advisors
Ohio
$432K +$32K +228 +9%
OWA
479
Outlook Wealth Advisors
Texas
$422K +$23K +164 +7%
SLI
480
Sumitomo Life Insurance
Japan
$417K +$364K +2,593 New
SXL
481
Summit X LLC
Missouri
$413K +$4.07K +29 +1%
CIM
482
Contravisory Investment Management
Massachusetts
$411K +$421 +3 +0.1%
SW
483
SlateStone Wealth
Florida
$410K -$2.81K -20 -0.8%
JRP
484
Jasper Ridge Partners
California
$396K
LNWWM
485
Laird Norton Wetherby Wealth Management
California
$393K +$18.1K +129 +6%
GLA
486
Great Lakes Advisors
Illinois
$388K -$68.3K -487 -17%
QCM
487
Quest Capital Management
Texas
$386K -$132K -941 -28%
FPA
488
First Pacific Advisors
California
$386K
CC
489
ClearArc Capital
Ohio
$385K -$38.6K -275 -10%
BC
490
Brinker Capital
Pennsylvania
$376K +$19.8K +141 +6%
CBOA
491
Commonwealth Bank of Australia
Australia
$372K +$76.9K +548 +31%
P
492
Pitcairn
Pennsylvania
$370K -$2.81K -20 -0.9%
EMG
493
Ellington Management Group
Connecticut
$370K +$323K +2,300 New
BWA
494
BDO Wealth Advisors
Florida
$368K +$321K +2,287 New
ZCA
495
Zeke Capital Advisors
Pennsylvania
$358K
CCM
496
Community Capital Management
Florida
$355K
SCP
497
Stamos Capital Partners
California
$354K -$154K -1,100 -33%
MERSOM
498
Municipal Employees' Retirement System of Michigan
Michigan
$351K +$5.61K +40 +2%
NFC
499
Northeast Financial Consultants
Connecticut
$335K -$335K -2,386 -53%
GFPC
500
Global Financial Private Capital
Florida
$335K -$176K -1,255 -38%

IQV Hedge Fund Activity: Q2 2019 in Review

652 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2019, worth a combined $28.6B — up 11% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IQV positions and 62 closed out — a net gain of 16 holders — while 271 added to existing stakes and 218 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $297M. The largest seller was Longview Partners, exiting entirely with an estimated $894M sold.

  • 652 institutional investors held IQVIA (IQV) as of Q2 2019, up from 644 in Q1 2019.
  • Funds reported $28.6B of IQVIA stock for Q2 2019, up 11% quarter-over-quarter.
  • 78 funds opened new IQVIA positions in Q2 2019 and 62 closed out, a net change of +16 holders.
  • The largest IQVIA buyer in Q2 2019 was Ninety One (UK), an estimated $297M added.
  • The largest IQVIA seller in Q2 2019 was Longview Partners, an estimated $894M sold.

Based on aggregated 13F filings for Q2 2019.