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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
BAC
526
Boys Arnold & Co
North Carolina
$216K +$200K +1,500 New
MSR
527
Main Street Research
Connecticut
$216K +$200K +1,500 New
TI
528
Tidal Investments
Wisconsin
$215K +$199K +1,492 New
HighTower Advisors
529
HighTower Advisors
Illinois
$214K +$199K +1,491 New
PI
530
Putnam Investments
Massachusetts
$212K +$196K +1,471 New
HI
531
Horizon Investments
North Carolina
$210K +$194K +1,458 New
KeyBank National Association
532
KeyBank National Association
Ohio
$208K -$46.9K -352 -20%
LS
533
Livforsakringsbolaget Skandia
Sweden
$206K
ACM
534
AlphaCrest Capital Management
New York
$205K +$190K +1,426 New
Mackenzie Financial
535
Mackenzie Financial
Ontario, Canada
$201K +$186K +1,398 New
RA
536
Rational Advisors
New York
$181K -$289K -2,170 -63%
IA
537
IFP Advisors
Florida
$176K -$247K -1,853 -60%
LC
538
Lindbrook Capital
California
$119K
PCG
539
Private Capital Group
Connecticut
$117K -$3.07K -23 -3%
PCP
540
Proficio Capital Partners
Massachusetts
$110K +$11.5K +86 +13%
QCG
541
Quadrant Capital Group
Ohio
$106K +$76.1K +571 +297%
CTC
542
Central Trust Company
Missouri
$105K +$47.1K +353 +94%
S
543
SignatureFD
Georgia
$101K +$56K +420 +147%
HFM
544
Harvest Fund Management
China
$100K
SQA
545
Simon Quick Advisors
New Jersey
$100K
OC
546
Oakworth Capital
Alabama
$96K +$57.2K +429 +182%
MUS
547
Mitsubishi UFJ Securities
Japan
$94K +$86.6K +650 New
SWP
548
Strategic Wealth Partners
Ohio
$90K -$6.93K -52 -8%
RCAG
549
Rehmann Capital Advisory Group
Michigan
$82K +$2.67K +20 +4%
PHK
550
Point72 Hong Kong
Hong Kong
$80K +$74K +555 New

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.