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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
CI
501
Conning Inc
Connecticut
$335K -$73K -520 -20%
MCM
502
McKinley Capital Management
Alaska
$334K -$94.4K -673 -24%
WEC
503
Winslow Evans & Crocker
Massachusetts
$330K
VFA
504
Valeo Financial Advisors
Indiana
$330K +$54.3K +387 +23%
CG
505
Caprock Group
Idaho
$328K +$286K +2,041 New
OPPM
506
Opus Point Partners Management
New York
$319K
LOAME
507
Lombard Odier Asset Management (Europe)
United Kingdom
$318K
SPC
508
Sigma Planning Corp
Michigan
$317K -$298K -2,123 -52%
KCM
509
Kendall Capital Management
Maryland
$316K -$130K -930 -32%
SSWM
510
Smith Salley Wealth Management
North Carolina
$311K +$19.2K +137 +8%
LS
511
Livforsakringsbolaget Skandia
Sweden
$311K +$70.1K +500 +35%
PWP
512
Principle Wealth Partners
Connecticut
$309K
BAMCO Inc
513
BAMCO Inc
New York
$303K +$264K +1,882 New
FGAM
514
Financial Gravity Asset Management
Texas
$299K +$194K +1,384 +293%
PP
515
Paloma Partners
Connecticut
$299K +$260K +1,856 New
Wolverine Trading
516
Wolverine Trading
Illinois
$299K +$261K +1,859 New
BPA
517
Beacon Pointe Advisors
California
$290K
GT
518
Greenleaf Trust
Michigan
$290K +$9.82K +70 +4%
BCM
519
BlueCrest Capital Management
Jersey
$290K +$253K +1,800 New
AFM
520
Andesa Financial Management
Pennsylvania
$284K -$228K -1,624 -48%
Mariner
521
Mariner
Kansas
$284K +$9.68K +69 +4%
BPC
522
Banque Pictet & Cie
Switzerland
$282K +$246K +1,750 New
CC
523
Chicago Capital
Illinois
$274K
KP
524
Keel Point
Alabama
$273K
CCA
525
Checchi Capital Advisers
California
$272K

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.