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353 hedge funds and large institutions have $7.3B invested in IQVIA in 2016 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $4.25M | Put options by funds: $1.84M

33% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 43

7% more capital invested

Capital invested by funds: $6.85B → $7.3B (+$451M)

3.48% more ownership

Funds ownership: 89.94%93.42% (+3.5%)

3% more funds holding

Funds holding: 344353 (+9)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 122

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
353
Holders Change
+9
Holders Change %
+2.62%
% of All Funds
9.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
57
Increased
131
Reduced
122
Closed
43
Calls
$4.25M
Puts
$1.84M
Net Calls
+$2.41M
Net Calls Change
+$411K
Name Holding Trade Value Shares
Change
Change in
Stake
JSP
51
Jackson Square Partners
California
$24.7M +$25.4M +378,628 New
JIM
52
Jupiter Investment Management
United Kingdom
$24.6M +$23.7M +354,419 +1,558%
WCM Investment Management
53
WCM Investment Management
California
$24.3M +$2.59M +38,626 +12%
BAMCO Inc
54
BAMCO Inc
New York
$24.2M -$9.76M -145,596 -28%
Legal & General Group
55
Legal & General Group
United Kingdom
$23.5M -$2.33M -34,789 -9%
AI
56
Analytic Investors
California
$23.4M +$3.84M +57,347 +19%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$23.1M +$15.1M +225,026 +176%
GAM
58
Gotham Asset Management
New York
$22.9M +$8.45M +126,083 +56%
N
59
Nuveen
North Carolina
$21.7M +$3.22M +48,015 +17%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$19.6M -$3.35M -50,000 -14%
EAM
61
Eagle Asset Management
Florida
$18.9M -$388K -5,785 -2%
Allianz Asset Management
62
Allianz Asset Management
Germany
$18.2M -$1.01M -15,141 -5%
Charles Schwab
63
Charles Schwab
California
$18.1M +$993K +14,819 +6%
Fidelity International
64
Fidelity International
Bermuda
$17.9M -$11.9M -177,429 -39%
Ameriprise
65
Ameriprise
Minnesota
$17.4M -$19M -284,017 -52%
VanEck Associates
66
VanEck Associates
New York
$17.1M -$574K -8,563 -3%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$16.9M +$17.1M +255,914 +8,192%
WBC
68
Westpac Banking Corp
Australia
$16.6M -$12.3M -183,955 -41%
RJA
69
Raymond James & Associates
Florida
$16.5M +$1.02M +15,154 +6%
Swiss National Bank
70
Swiss National Bank
Switzerland
$16.4M +$744K +11,100 +5%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$16.2M -$477K -7,116 -3%
Sumitomo Mitsui Trust Group
72
Sumitomo Mitsui Trust Group
Japan
$16.1M -$784K -11,700 -5%
UBS AM
73
UBS AM
Illinois
$16M +$3.01M +44,887 +22%
ABTD
74
Arvest Bank Trust Division
Oklahoma
$15.9M +$48.6K +726 +0.3%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$15.3M -$3.57M -53,281 -19%

IQV Hedge Fund Activity: Q2 2016 in Review

353 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2016, worth a combined $7.3B — up 6.6% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IQV positions and 43 closed out — a net gain of 14 holders — while 131 added to existing stakes and 122 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $222M. The largest seller was Winslow Capital Management, cutting an estimated $152M.

  • 353 institutional investors held IQVIA (IQV) as of Q2 2016, up from 344 in Q1 2016.
  • Funds reported $7.3B of IQVIA stock for Q2 2016, up 6.6% quarter-over-quarter.
  • 57 funds opened new IQVIA positions in Q2 2016 and 43 closed out, a net change of +14 holders.
  • The largest IQVIA buyer in Q2 2016 was Harris Associates, an estimated $222M added.
  • The largest IQVIA seller in Q2 2016 was Winslow Capital Management, an estimated $152M sold.

Based on aggregated 13F filings for Q2 2016.