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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
BWL
601
Bogart Wealth LLC
Virginia
$10K
SFSIG
602
San Francisco Sentry Investment Group
California
$10K
FMII
603
Farmers & Merchants Investments Inc
Nebraska
$10K +$1.87K +14 +26%
ZB
604
Zions Bancorporation
Utah
$9K -$666 -5 -7%
EARNEST Partners
605
EARNEST Partners
Georgia
$9K
RIA
606
Realta Investment Advisors
Delaware
$9K +$8K +60 New
TCOV
607
Trust Company of Vermont
Vermont
$8K -$2.67K -20 -26%
FCA
608
FinTrust Capital Advisors
South Carolina
$8K
AS
609
Altshuler Shaham
Israel
$8K +$7.6K +57 New
KPW
610
Kore Private Wealth
New York
$7K -$2.67K -20 -29%
BBHC
611
Brown Brothers Harriman & Co
New York
$7K
IWP
612
Icon Wealth Partners
Texas
$7K +$6.67K +50 New
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$6K +$133 +1 +3%
TC
614
Truvestments Capital
Florida
$6K +$5.87K +44 New
CI
615
CX Institutional
Indiana
$6K +$6K +45 New
WPA
616
West Paces Advisors
Georgia
$5.32K
FAM
617
Fred Alger Management
New York
$5K -$2.13K -16 -31%
GWS
618
Glassman Wealth Services
Virginia
$5K
MCM
619
Manchester Capital Management
Vermont
$5K
FRA
620
Front Row Advisors
California
$4K -$2.67K -20 -39%
OAM
621
Oppenheimer Asset Management
New York
$4K -$2.53K -19 -42%
TIM
622
Tortoise Investment Management
New York
$4K
LFA
623
Legacy Financial Advisors
Kentucky
$4K +$3.33K +25 New
WAP
624
Wealthcare Advisory Partners
Pennsylvania
$3K -$10.9K -82 -80%
CAPTRUST Financial Advisors
625
CAPTRUST Financial Advisors
North Carolina
$3K -$7.33K -55 -75%

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.