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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
EA
501
Edge Advisors
Georgia
$5K +$1.83K +18 +47%
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K
SFSIG
503
San Francisco Sentry Investment Group
California
$4K
CAW
504
Cornerstone Advisors (Washington)
Washington
$4K +$3.77K +37 New
PFBT
505
Parkside Financial Bank & Trust
Missouri
$4K +$4.07K +40 New
WIM
506
Westside Investment Management
California
$3.94K -$713 -7 -15%
CTC
507
Central Trust Company
Missouri
$3K
MCM
508
Manchester Capital Management
Vermont
$3K
VCM
509
Versant Capital Management
Arizona
$3K +$1.83K +18 +106%
TIM
510
Tortoise Investment Management
New York
$3K +$3.05K +30 New
LWA
511
Lowe Wealth Advisors
Maryland
$2K
FFG
512
Ford Financial Group
California
$2K +$3.05K +30 New
TFO
513
Tarbox Family Office
California
$1K +$916 +9 New
CAPTRUST Financial Advisors
514
CAPTRUST Financial Advisors
North Carolina
$1K +$1.22K +12 New
TL
515
TrueWealth LLC
Georgia
$1K +$1.32K +13 New
MOS
516
MGO One Seven
Ohio
$1K +$1.43K +14 New
PCG
517
Private Capital Group
Connecticut
$104 +$713K +7,000 New
VM
518
Valinor Management
New York
-$75.7M -796,308 Closed
Los Angeles Capital Management
519
Los Angeles Capital Management
California
-$23M -242,198 Closed
Credit Agricole
520
Credit Agricole
France
-$8.38M -88,099 Closed
PAMU
521
Pictet Asset Management (UK)
United Kingdom
-$6.98M -73,423 Closed
BG
522
Bellevue Group
Switzerland
-$6.77M -71,170 Closed
OCM
523
Oribel Capital Management
New York
-$6.1M -64,200 Closed
1832 Asset Management
524
1832 Asset Management
Ontario, Canada
-$4.82M -52,310 Closed
WB
525
WesBanco Bank
West Virginia
-$4.87M -51,175 Closed

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.