We are live on ! Find out more

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
Point72 Asset Management
526
Point72 Asset Management
Connecticut
-$4.75M -50,000 Closed
PL
527
Parkwood LLC
Ohio
-$4.21M -44,337 Closed
NFA
528
Nationwide Fund Advisors
Ohio
-$3.88M -40,822 Closed
Janney Montgomery Scott
529
Janney Montgomery Scott
Pennsylvania
-$3.62M -38,027 Closed
KSCM
530
Key Square Capital Management
Connecticut
-$2.91M -30,588 Closed
Skandinaviska Enskilda Banken (SEB)
531
Skandinaviska Enskilda Banken (SEB)
Sweden
-$2.62M -27,592 Closed
DekaBank Deutsche Girozentrale
532
DekaBank Deutsche Girozentrale
Germany
-$2.15M -22,669 Closed
American Century Companies
533
American Century Companies
Missouri
-$1.11M -11,656 Closed
RJFSA
534
Raymond James Financial Services Advisors
Florida
-$1.09M -11,450 Closed
JWM
535
Jackson Wealth Management
Florida
-$962K -10,000 Closed
PCMC
536
Paragon Capital Management (Colorado)
Colorado
-$624K -6,564 Closed
BFG
537
Beacon Financial Group
Texas
-$522K -5,492 Closed
Walleye Trading
538
Walleye Trading
New York
-$508 -5,348 Closed
OMCS
539
Old Mutual Customised Solutions
South Africa
-$494K -5,200 Closed
GXMC
540
Global X Management Company
New York
-$480K -5,049 Closed
RP
541
Reinhart Partners
Wisconsin
-$464K -4,880 Closed
PTC
542
Private Trust Company
Ohio
-$456K -4,797 Closed
JFGIW
543
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$456K -4,791 Closed
Assenagon Asset Management
544
Assenagon Asset Management
Luxembourg
-$427K -4,495 Closed
EP
545
Elkfork Partners
Oregon
-$385K -4,046 Closed
IR
546
Invictus RG
Bermuda
-$358K -3,769 Closed
GAM
547
Gotham Asset Management
New York
-$356K -3,744 Closed
BCM
548
Bayesian Capital Management
New York
-$314K -3,300 Closed
MWA
549
Marshall Wace Asia
Hong Kong
-$301K -3,166 Closed
IP
550
Investment Partners
Ohio
-$251K -2,640 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.