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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
ST
551
Smithfield Trust
Pennsylvania
$79K -$4.53K -34 -6%
CAL
552
Capital Analysts LLC
Pennsylvania
$78K -$8.8K -66 -11%
APA
553
American Portfolios Advisors
New York
$74.4K +$31.7K +238 +85%
DSI
554
Daiwa SB Investments
Japan
$73K -$13.3K -100 -17%
LJHT
555
Laurie J. Hall Trustee
$69K +$13.3K +100 +26%
FGAM
556
Financial Gravity Asset Management
Texas
$68K +$62.9K +472 New
GLI
557
Guardian Life Insurance
New York
$66K
ONST
558
Old North State Trust
North Carolina
$61K
CFGS
559
Concourse Financial Group Securities
Alabama
$59K +$12.9K +97 +30%
PA
560
Parallel Advisors
California
$58K -$3.47K -26 -6%
Fifth Third Bancorp
561
Fifth Third Bancorp
Ohio
$56K +$14K +105 +37%
NSIM
562
North Star Investment Management
Illinois
$53K
BCA
563
Berman Capital Advisors
Georgia
$50K -$6.67K -50 -13%
SFG
564
SevenBridge Financial Group
Pennsylvania
$50K
PMFA
565
Plante Moran Financial Advisors
Michigan
$44K
KL
566
KWMG LLC
Kansas
$42K
ACA
567
Atlas Capital Advisors
Wyoming
$41.7K
CCA
568
Catalyst Capital Advisors
New York
$41K +$2.67K +20 +8%
SLF
569
Sun Life Financial
Ontario, Canada
$39K -$23.6K -177 -40%
CAW
570
Cornerstone Advisors (Washington)
Washington
$39K +$1.73K +13 +5%
HNB
571
Huntington National Bank
Ohio
$37K +$8.8K +66 +35%
BFEC
572
Benjamin F. Edwards & Company
Missouri
$36K
OIA
573
Optimum Investment Advisors
Illinois
$36K
Bessemer Group
574
Bessemer Group
New Jersey
$32K
FHA
575
First Horizon Advisors
Tennessee
$30K

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.