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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
VCM
626
Versant Capital Management
Arizona
$3K -$400 -3 -11%
BHWM
627
Bay Harbor Wealth Management
Maryland
$3K
LWA
628
Lowe Wealth Advisors
Maryland
$3K
OFW
629
Omnia Family Wealth
Florida
$3K
MSA
630
Marino Stram & Associates
Massachusetts
$3K +$133 +1 +5%
HR
631
Howe & Rusling
New York
$3K +$267 +2 +12%
FHA
632
Flagship Harbor Advisors
Massachusetts
$2K -$8K -60 -75%
Fidelity International
633
Fidelity International
Bermuda
$2K -$133 -1 -8%
Group One Trading
634
Group One Trading
Illinois
$1K -$32.5K -244 -97%
BWM
635
BerganKDV Wealth Management
Minnesota
$1K
TFO
636
Tarbox Family Office
California
$1K
TNBTD
637
Trustmark National Bank Trust Department
Mississippi
$1K
LWM
638
Liberty Wealth Management
California
$1K +$1.6K +12 New
BFG
639
Beacon Financial Group
Texas
$634 +$346K +2,598 +143%
AA
640
Advisory Alpha
Michigan
$399 +$400 +3 New
GT
641
Glenmede Trust
Pennsylvania
$397 +$79.4K +596 +27%
C
642
Consulta
United Kingdom
-$58.1M -500,000 Closed
1832 Asset Management
643
1832 Asset Management
Ontario, Canada
-$30M -258,550 Closed
MSE
644
MUFG Securities EMEA
United Kingdom
-$13.4M -115,000 Closed
KF
645
Kresge Foundation
Michigan
-$9.68M -84,000 Closed
SRAM
646
Stone Ridge Asset Management
New York
-$6.39M -55,021 Closed
RCM
647
Ratan Capital Management
Florida
-$3.06M -26,303 Closed
HT
648
HAP Trading
New York
-$2.94M -25,316 Closed
Hudson Bay Capital Management
649
Hudson Bay Capital Management
Connecticut
-$2.24M -19,300 Closed
HLA
650
Hamilton Lane Advisors
Pennsylvania
-$2.06M -17,757 Closed

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.