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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
MCIM
551
Meadow Creek Investment Management
Georgia
-$249K -2,618 Closed
DILIC
552
Dai-ichi Life Insurance Company
Japan
-$220K -2,319 Closed
ACS
553
Archford Capital Strategies
Illinois
-$218K -2,297 Closed
LOAME
554
Lombard Odier Asset Management (Europe)
United Kingdom
-$201K -2,112 Closed
PCM
555
Prelude Capital Management
New York
-$140K -1,476 Closed
SBA
556
Seven Bridges Advisors
New York
-$133K -1,398 Closed
ZB
557
Zions Bancorporation
Utah
-$74K -776 Closed
AIM
558
Assured Investment Management
New York
-$50K -526 Closed
AIM
559
Arcadia Investment Management
Michigan
-$29K -300 Closed
HCC
560
Hirtle Callaghan & Co
Pennsylvania
-$28K -296 Closed
OC
561
Oakworth Capital
Alabama
-$23K -236 Closed
CG
562
Cutler Group
California
-$9K -100 Closed
OAM
563
Oppenheimer Asset Management
New York
-$6K -62 Closed
AIS
564
Accurate Investment Solutions
Pennsylvania
-$5K -50 Closed
MFW
565
Mosaic Family Wealth
Missouri
-$4K -41 Closed
AAP
566
Arax Advisory Partners
Colorado
-$2K -26 Closed
FMII
567
Farmers & Merchants Investments Inc
Nebraska
-$2K -25 Closed
TDC
568
Thompson Davis & Co
Virginia
-$2K -21 Closed
MGIA
569
Moneta Group Investment Advisors
Missouri
+$407 +4 New
OSAM
570
O'Shaughnessy Asset Management
Connecticut
+$407 +4 New

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.