We are live on ! Find out more

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
CL
551
CSS LLC
Illinois
$161K +$140K +1,000 New
LC
552
Lindbrook Capital
California
$136K +$1.96K +14 +2%
S
553
SignatureFD
Georgia
$136K +$19.5K +139 +20%
PCP
554
Proficio Capital Partners
Massachusetts
$134K +$9.26K +66 +9%
Bessemer Group
555
Bessemer Group
New Jersey
$132K +$83.9K +598 +268%
Fifth Third Bancorp
556
Fifth Third Bancorp
Ohio
$117K +$47.7K +340 +88%
HFM
557
Harvest Fund Management
China
$112K
QT
558
Quantamental Technologies
New York
$104K -$682K -4,859 -88%
CIA
559
CSat Investment Advisory
Michigan
$102K +$74.8K +533 +549%
FWM
560
Focused Wealth Management
New York
$97K +$84.2K +600 New
PCG
561
Private Capital Group
Connecticut
$96K +$20.2K +144 +18%
APA
562
American Portfolios Advisors
New York
$93.2K +$8.7K +62 +12%
RCAG
563
Rehmann Capital Advisory Group
Michigan
$90.6K -$982 -7 -1%
CAL
564
Capital Analysts LLC
Pennsylvania
$88K
ST
565
Smithfield Trust
Pennsylvania
$88K
MUS
566
Mitsubishi UFJ Securities
Japan
$87K -$15.4K -110 -17%
OC
567
Oakworth Capital
Alabama
$85K -$19.1K -136 -20%
PA
568
Parallel Advisors
California
$82K +$15.3K +109 +27%
HPC
569
HM Payson & Co
Maine
$81K +$70.8K +505 New
LJHT
570
Laurie J. Hall Trustee
$77K
BCA
571
Berman Capital Advisors
Georgia
$75K +$16.8K +120 +34%
GLI
572
Guardian Life Insurance
New York
$74K
ONST
573
Old North State Trust
North Carolina
$69K
MCM
574
Manchester Capital Management
Vermont
$67K +$53.9K +384 +1,200%
CAW
575
Cornerstone Advisors (Washington)
Washington
$64K +$18K +128 +47%

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.