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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
PG
651
Pendal Group
Australia
-$1.26M -10,816 Closed
BCM
652
BlueCrest Capital Management
Jersey
-$458K -3,946 Closed
AIM
653
Axiom Investment Management
New York
-$453K -3,900 Closed
LJAC
654
L.J. Altfest & Co
New York
-$398K -3,422 Closed
O
655
Ossiam
France
-$374K -3,217 Closed
BAM
656
Blueshift Asset Management
New Jersey
-$331K -2,847 Closed
ECM
657
Everence Capital Management
Indiana
-$317K -2,740 Closed
Walleye Trading
658
Walleye Trading
New York
-$312K -2,339 Closed
LCM
659
Laurion Capital Management
New York
-$235K -2,021 Closed
EFS
660
Essex Financial Services
Connecticut
-$223K -1,920 Closed
QCIG
661
Quad-Cities Investment Group
Iowa
-$163K -1,400 Closed
CG
662
Cutler Group
California
-$147K -1,100 Closed
Simplex Trading
663
Simplex Trading
Illinois
-$144K -1,082 Closed
JA
664
JOYN Advisors
Georgia
-$50K -427 Closed
EWA
665
ERTS Wealth Advisors
Michigan
-$46K -400 Closed
CA
666
Claro Advisors
Massachusetts
-$32K -250 Closed
AIC
667
Ameritas Investment Company
Nebraska
-$25K -219 Closed
PWMG
668
Prestige Wealth Management Group
New Jersey
-$13K -115 Closed
BOPW
669
Brandywine Oak Private Wealth
Pennsylvania
-$11K -100 Closed
PRC
670
Pearl River Capital
Michigan
-$12K -100 Closed
LPWM
671
Lake Point Wealth Management
Texas
-$10K -86 Closed
WANY
672
Wealthspire Advisors (New York)
New York
-$8K -66 Closed
MPWT
673
MassMutual Private Wealth & Trust
Connecticut
-$6.62K -57 Closed
BCI
674
Brinker Capital Investments
Pennsylvania
-$4K -36 Closed
CFA
675
Carroll Financial Associates
North Carolina
-$3K -32 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.