IQVIA
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.
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: 37 → 43 (+6)
11% more capital invested
Capital invested by funds: $25.7B → $28.6B (+$2.88B)
1% more funds holding
Funds holding: 644 → 652 (+8)
0.88% less ownership
Funds ownership: 91.11% → 90.23% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$297M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$209M |
| 3 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$195M |
| 4 |
BlackRock
New York
|
+$161M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$894M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$265M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$214M |
| 4 |
Morgan Stanley
New York
|
-$144M |
| 5 |
MCM
Melvin Capital Management
New York
|
-$125M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIA
701
Alera Investment Advisors
Deerfield,
Illinois
| – | -$11K | -73 | Closed |
|
|
AS
702
Altshuler Shaham
Tel Aviv,
Israel
| – | -$8K | -57 | Closed |
|
|
FCA
703
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$8K | -57 | Closed |
|
|
IWP
704
Icon Wealth Partners
Houston,
Texas
| – | -$7K | -50 | Closed |
|
|
KPW
705
Kore Private Wealth
New York
| – | -$7K | -48 | Closed |
|
|
LFA
706
Legacy Financial Advisors
Covington,
Kentucky
| – | -$4K | -25 | Closed |
|
|
OFW
707
Omnia Family Wealth
Aventura,
Florida
| – | -$3K | -22 | Closed |
|
|
MSA
708
Marino Stram & Associates
Braintree,
Massachusetts
| – | -$3K | -20 | Closed |
|
|
WAP
709
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$3K | -20 | Closed |
|
710
Group One Trading
Chicago,
Illinois
| – | -$982 | -7 | Closed |
|
|
AA
711
Advisory Alpha
Holland,
Michigan
| – | -$399 | -3 | Closed |
|
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.