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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
OPPM
501
Opus Point Partners Management
New York
$286K -$87.7K -658 -25%
LOAME
502
Lombard Odier Asset Management (Europe)
United Kingdom
$284K
Northwestern Mutual Wealth Management
503
Northwestern Mutual Wealth Management
Wisconsin
$280K -$34.5K -259 -12%
BFM
504
Boothbay Fund Management
New York
$278K +$257K +1,931 New
PWP
505
Principle Wealth Partners
Connecticut
$276K
SGM
506
Skye Global Management
Florida
$273K +$253K +1,900 New
BPA
507
Beacon Pointe Advisors
California
$259K
SSWM
508
Smith Salley Wealth Management
North Carolina
$259K +$240K +1,798 New
TC
509
Telemus Capital
Michigan
$255K -$2.13K -16 -0.9%
CBOA
510
Commonwealth Bank of Australia
Australia
$253K +$15.9K +119 +7%
GT
511
Greenleaf Trust
Michigan
$249K +$231K +1,732 New
CC
512
Chicago Capital
Illinois
$245K +$227K +1,700 New
KP
513
Keel Point
Alabama
$244K -$133K -1,000 -37%
Mariner
514
Mariner
Kansas
$244K +$226K +1,697 New
CCA
515
Checchi Capital Advisers
California
$243K +$225K +1,688 New
ECP
516
Elk Creek Partners
Colorado
$239K -$79.3K -595 -26%
VFA
517
Valeo Financial Advisors
Indiana
$239K
AAS
518
Avantax Advisory Services
Texas
$234K +$217K +1,629 New
GLA
519
Good Life Advisors
Pennsylvania
$233K -$13.2K -99 -6%
Parallax Volatility Advisers
520
Parallax Volatility Advisers
California
$230K +$213K +1,600 New
FWM
521
Frontier Wealth Management
Missouri
$229K +$212K +1,594 New
HAG
522
HighPoint Advisor Group
Illinois
$227K +$225K +1,690 New
CPA
523
Clear Perspective Advisors
Illinois
$223K -$81.4K -611 -27%
MIP
524
Marietta Investment Partners
Wisconsin
$222K +$205K +1,540 New
AIL
525
AGF Investments LLC
Ontario, Canada
$221K -$666 -5 -0.3%

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.