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397 hedge funds and large institutions have $18.1B invested in IQVIA in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

20% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $7.72M

10% more capital invested

Capital invested by funds: $16.5B → $18.1B (+$1.62B)

6% more funds holding

Funds holding: 375397 (+22)

5.43% more ownership

Funds ownership: 86.9%92.32% (+5.4%)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 170

Holders
397
Holders Change
+22
Holders Change %
+5.87%
% of All Funds
9.9%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
61
Increased
122
Reduced
170
Closed
37
Calls
$9.24M
Puts
$7.72M
Net Calls
+$1.51M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
BCPEM
51
Bain Capital Public Equity Management
Massachusetts
$48M -$6.32M -74,899 -12%
VanEck Associates
52
VanEck Associates
New York
$46.4M -$3.83M -45,303 -8%
Swiss National Bank
53
Swiss National Bank
Switzerland
$46.2M -$608K -7,200 -1%
Charles Schwab
54
Charles Schwab
California
$45.2M +$2.4M +28,442 +6%
APG Asset Management
55
APG Asset Management
Netherlands
$44.9M -$9.42M -111,598 -18%
PPA
56
Parametric Portfolio Associates
Washington
$40.5M -$14M -165,617 -27%
AAM
57
Ardevora Asset Management
United Kingdom
$36.6M +$3.03M +35,900 +10%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$36.4M -$165K -1,960 -0.5%
UBS AM
59
UBS AM
Illinois
$36M +$165K +1,956 +0.5%
C
60
Consulta
United Kingdom
$35.8M +$12.7M +150,000 +60%
HJGA
61
Hardman Johnston Global Advisors
Connecticut
$35.1M +$33.1M +392,430 New
Franklin Resources
62
Franklin Resources
California
$33.1M -$677K -8,013 -2%
VNIM
63
Vaughan Nelson Investment Management
Texas
$31.9M -$12.8M -151,778 -30%
MIS
64
Morningstar Investment Services
Illinois
$31.1M +$3.57M +42,318 +14%
Wells Fargo
65
Wells Fargo
California
$31M -$14M -166,088 -32%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$30.2M -$4.64M -54,928 -14%
LLC
67
Latimer Light Capital
New York
$29.6M +$27.9M +330,886 New
TA
68
Teachers Advisors
New York
$29.5M -$4.37M -51,741 -14%
SEI Investments
69
SEI Investments
Pennsylvania
$29.2M +$4.48M +53,078 +19%
AQR Capital Management
70
AQR Capital Management
Connecticut
$29.1M -$19.2M -227,719 -41%
CCM
71
Corsair Capital Management
New York
$28.8M -$8.72M -103,236 -24%
TEC
72
Tiger Eye Capital
Tennessee
$28.3M +$26.7M +316,500 New
TAM
73
Todd Asset Management
Kentucky
$28.2M +$8.1M +95,909 +44%
QIM
74
Quantitative Investment Management
Virginia
$27.9M +$22.2M +262,600 +539%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$27.4M +$836K +9,900 +3%

IQV Hedge Fund Activity: Q2 2017 in Review

397 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2017, worth a combined $18.1B — up 9.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IQV positions and 37 closed out — a net gain of 24 holders — while 122 added to existing stakes and 170 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $550M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $435M.

  • 397 institutional investors held IQVIA (IQV) as of Q2 2017, up from 375 in Q1 2017.
  • Funds reported $18.1B of IQVIA stock for Q2 2017, up 9.8% quarter-over-quarter.
  • 61 funds opened new IQVIA positions in Q2 2017 and 37 closed out, a net change of +24 holders.
  • The largest IQVIA buyer in Q2 2017 was Janus Henderson Group, an estimated $550M added.
  • The largest IQVIA seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $435M sold.

Based on aggregated 13F filings for Q2 2017.