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402 hedge funds and large institutions have $16.7B invested in IQVIA in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 168 increasing their positions, 102 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,386% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $1.18M

156% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 43

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

85% more capital invested

Capital invested by funds: $9.07B → $16.7B (+$7.67B)

65% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 102

18% more funds holding

Funds holding: 342402 (+60)

5.37% less ownership

Funds ownership: 94.75%89.38% (-5.4%)

Holders
402
Holders Change
+60
Holders Change %
+17.54%
% of All Funds
10.05%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.4%
New
110
Increased
168
Reduced
102
Closed
43
Calls
$41.1M
Puts
$1.18M
Net Calls
+$39.9M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$42.6M -$4.28M -55,761 -9%
WCM Investment Management
52
WCM Investment Management
California
$42.3M +$4.79M +62,453 +13%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$41.6M +$41.9M +546,872 New
VNIM
54
Vaughan Nelson Investment Management
Texas
$39.5M +$39.9M +519,837 New
CCM
55
Corsair Capital Management
New York
$37.1M +$20.1M +261,907 +116%
Charles Schwab
56
Charles Schwab
California
$34.4M +$12.6M +164,727 +57%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$32.2M +$15.8M +206,645 +95%
Swiss National Bank
58
Swiss National Bank
Switzerland
$31.3M +$12.5M +163,019 +66%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$30.5M +$12.9M +168,465 +72%
HCM
60
Holland Capital Management
Illinois
$29.3M -$7.3M -95,257 -20%
UBS AM
61
UBS AM
Illinois
$29.1M +$6.65M +86,724 +29%
BFS
62
Bradley Foster & Sargent
Connecticut
$28M +$7.46M +97,292 +36%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$27.6M -$23.9M -311,449 -46%
AAM
64
Ardevora Asset Management
United Kingdom
$26.9M -$982K -12,800 -3%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$26.9M +$742K +9,677 +3%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$26.2M +$9.38M +122,380 +55%
VanEck Associates
67
VanEck Associates
New York
$25.6M +$7.48M +97,585 +41%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$24.5M +$8.34M +108,768 +51%
NFA
69
Nationwide Fund Advisors
Ohio
$23.9M +$14.6M +190,720 +155%
TA
70
Teachers Advisors
New York
$23.5M +$10.9M +142,727 +86%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$22.6M +$8.06M +105,123 +55%
GAM
72
Gotham Asset Management
New York
$22.4M +$4.03M +52,524 +22%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$22.4M +$8.91M +116,165 +65%
Asset Management One
74
Asset Management One
Japan
$21.4M +$20.4M +266,195 +1,758%
SEI Investments
75
SEI Investments
Pennsylvania
$20.9M -$4.56M -59,465 -18%

IQV Hedge Fund Activity: Q4 2016 in Review

402 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2016, worth a combined $16.7B — up 85% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IQV positions and 43 closed out — a net gain of 67 holders — while 168 added to existing stakes and 102 trimmed.

The largest buyer was TPG Group Holdings (SBS) Advisors, adding an estimated $3.26B. The largest seller was Winslow Capital Management, cutting an estimated $239M.

  • 402 institutional investors held IQVIA (IQV) as of Q4 2016, up from 342 in Q3 2016.
  • Funds reported $16.7B of IQVIA stock for Q4 2016, up 85% quarter-over-quarter.
  • 110 funds opened new IQVIA positions in Q4 2016 and 43 closed out, a net change of +67 holders.
  • The largest IQVIA buyer in Q4 2016 was TPG Group Holdings (SBS) Advisors, an estimated $3.26B added.
  • The largest IQVIA seller in Q4 2016 was Winslow Capital Management, an estimated $239M sold.

Based on aggregated 13F filings for Q4 2016.