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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
PFBT
576
Parkside Financial Bank & Trust
Missouri
$30K +$16.3K +122 +140%
CJA
577
C-J Advisory
California
$27K
FANJ
578
Financial Architects (New Jersey)
New Jersey
$27K
BWM
579
Baystate Wealth Management
Massachusetts
$27K +$26.7K +200 New
AW
580
Alpha Windward
Massachusetts
$26K
CAM
581
Cresset Asset Management
Illinois
$24K -$15.2K -114 -40%
MNBTD
582
Moody National Bank Trust Division
Texas
$24K +$4.8K +36 +28%
CIAS
583
Capital Investment Advisory Services
North Carolina
$22K
AIM
584
Anchor Investment Management
South Carolina
$21.6K +$20K +150 New
SWM
585
SeaCrest Wealth Management
New York
$21K -$2.53K -19 -12%
RFC
586
Regions Financial Corp
Alabama
$20K
AF
587
Advisornet Financial
Minnesota
$18K +$9.33K +70 +135%
FPFS
588
First Personal Financial Services
North Carolina
$16K +$14.9K +112 New
EFSCE
589
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
BCM
590
Blume Capital Management
California
$14K -$26.7K -200 -67%
CIA
591
CSat Investment Advisory
Michigan
$14K -$2.4K -18 -16%
CB
592
Community Bank
New York
$14K
HL
593
Harding Loevner
New Jersey
$14K
CHP
594
Cable Hill Partners
Oregon
$14K +$1.47K +11 +13%
SIM
595
Sonora Investment Management
Arizona
$14K +$13.3K +100 New
AssetMark Inc
596
AssetMark Inc
California
$13K +$7.07K +53 +133%
MA
597
MUFG Americas
New York
$12K
WB
598
Webster Bank
Connecticut
$12K +$11.5K +86 New
AIA
599
Alera Investment Advisors
Illinois
$11K +$2.8K +21 +40%
OWD
600
Osborn Williams & Donohoe
Ohio
$11K +$10.7K +80 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.