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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
CTC
526
Central Trust Company
Missouri
$271K +$137K +975 +134%
SC
527
Scotia Capital
Ontario, Canada
$268K +$233K +1,664 New
OI
528
Oakbrook Investments
Illinois
$265K -$1.79M -12,745 -89%
HighTower Advisors
529
HighTower Advisors
Illinois
$263K +$20.6K +147 +10%
AIA
530
Angeles Investment Advisors
California
$263K +$229K +1,633 New
VAS
531
Vestmark Advisory Solutions
Massachusetts
$263K +$230K +1,636 New
GLA
532
Good Life Advisors
Pennsylvania
$261K
CPA
533
Clear Perspective Advisors
Illinois
$260K -$3.37K -24 -1%
AAS
534
Avantax Advisory Services
Texas
$256K -$5.75K -41 -3%
CBFP
535
Cedar Brook Financial Partners
Ohio
$253K +$221K +1,573 New
MIP
536
Marietta Investment Partners
Wisconsin
$248K
KeyBank National Association
537
KeyBank National Association
Ohio
$245K +$10.7K +76 +5%
BAC
538
Boys Arnold & Co
North Carolina
$241K
MSR
539
Main Street Research
Connecticut
$241K
TI
540
Tidal Investments
Wisconsin
$240K
JT
541
Jump Trading
Illinois
$233K +$203K +1,450 New
JG
542
Jefferies Group
New York
$225K -$1.59M -11,357 -89%
CCP
543
Corient Capital Partners
California
$224K +$196K +1,394 New
SI
544
Stephens Inc
Arkansas
$217K +$189K +1,348 New
CA
545
Cetera Advisors
Colorado
$216K +$190K +1,357 New
AIL
546
AGF Investments LLC
Ontario, Canada
$214K -$29.7K -212 -14%
CAM
547
Covenant Asset Management
New Jersey
$212K +$185K +1,320 New
EMG
548
ETF Managers Group
New Jersey
$209K +$187K +1,334 New
RA
549
Rational Advisors
New York
$204K +$1.68K +12 +1%
FTIOP
550
Fiduciary Trust International of Pennsylvania
Pennsylvania
$201K +$175K +1,250 New

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.