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
CFGS
576
Concourse Financial Group Securities
Alabama
$63K -$4.21K -30 -7%
SFG
577
SevenBridge Financial Group
Pennsylvania
$56K
SWP
578
Strategic Wealth Partners
Ohio
$52K -$41.8K -298 -48%
CCA
579
Catalyst Capital Advisors
New York
$52K +$5.19K +37 +13%
PMFA
580
Plante Moran Financial Advisors
Michigan
$50K
ACA
581
Atlas Capital Advisors
Wyoming
$46.7K
HNB
582
Huntington National Bank
Ohio
$41K
OIA
583
Optimum Investment Advisors
Illinois
$41K
BFEC
584
Benjamin F. Edwards & Company
Missouri
$41K +$982 +7 +3%
PFBT
585
Parkside Financial Bank & Trust
Missouri
$41K +$6.73K +48 +23%
AIM
586
Anchor Investment Management
South Carolina
$40.2K +$14K +100 +67%
CB
587
CNB Bank
Pennsylvania
$36K +$31.6K +225 New
MPWT
588
MassMutual Private Wealth & Trust
Connecticut
$35K +$30.7K +219 New
CIAS
589
Capital Investment Advisory Services
North Carolina
$34K +$9.68K +69 +46%
FHA
590
First Horizon Advisors
Tennessee
$33K
BWM
591
Baystate Wealth Management
Massachusetts
$32K
TRCT
592
Tower Research Capital (TRC)
New York
$31K -$451K -3,218 -94%
QCG
593
Quadrant Capital Group
Ohio
$31K -$77K -549 -72%
CJA
594
C-J Advisory
California
$30K
TCOV
595
Trust Company of Vermont
Vermont
$24K +$12.9K +92 +164%
PFO
596
Pathstone Family Office
New Jersey
$24K +$21K +150 New
NCM
597
Next Capital Management
New York
$23K +$19.9K +142 New
JFGIW
598
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$20.3K +145 New
SLF
599
Sun Life Financial
Ontario, Canada
$20K -$20.2K -144 -53%
CFA
600
Carroll Financial Associates
North Carolina
$20K +$18.1K +129 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.