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520 hedge funds and large institutions have $18.9B invested in IQVIA in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 188 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 51

38% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $11.7M

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

10% more funds holding

Funds holding: 472520 (+48)

7% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 176

0.74% less ownership

Funds ownership: 93.39%92.65% (-0.74%)

1% less capital invested

Capital invested by funds: $19.1B → $18.9B (-$233M)

Holders
520
Holders Change
+48
Holders Change %
+10.17%
% of All Funds
11.79%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
102
Increased
188
Reduced
176
Closed
51
Calls
$16.1M
Puts
$11.7M
Net Calls
+$4.43M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
51
Guggenheim Capital
Illinois
$55M -$2.53M -24,876 -4%
Renaissance Technologies
52
Renaissance Technologies
New York
$51.2M +$53.2M +523,047 New
Deutsche Bank
53
Deutsche Bank
Germany
$51M +$27.8M +273,564 +110%
Swiss National Bank
54
Swiss National Bank
Switzerland
$50.8M
C
55
Consulta
United Kingdom
$49M +$10.2M +100,000 +25%
BWA
56
Brave Warrior Advisors
New York
$47.3M -$47.6M -467,255 -49%
HJGA
57
Hardman Johnston Global Advisors
Connecticut
$44.5M +$116K +1,140 +0.3%
TCM
58
Tran Capital Management
California
$43.4M -$6.95M -68,286 -13%
PPA
59
Parametric Portfolio Associates
Washington
$43M +$3.81M +37,397 +9%
UBS AM
60
UBS AM
Illinois
$42.3M +$1.26M +12,394 +3%
Bank of America
61
Bank of America
North Carolina
$41.9M -$54.6M -535,996 -56%
TA
62
Teachers Advisors
New York
$41.3M -$13.7M -134,984 -24%
MIS
63
Morningstar Investment Services
Illinois
$40.7M +$3.71M +36,437 +10%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$39.1M +$738K +7,249 +2%
Wells Fargo
65
Wells Fargo
California
$39.1M +$10.2M +99,839 +33%
CS
66
Credit Suisse
Switzerland
$38.9M +$23.2M +227,697 +135%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37M +$1.04M +10,201 +3%
BTP
68
Bloom Tree Partners
New York
$36.8M
CCMH
69
Cornerstone Capital Management Holdings
New York
$36.7M +$35.6M +349,242 +1,342%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$36.7M +$5.73M +56,334 +18%
AAM
71
Ardevora Asset Management
United Kingdom
$35.2M -$1.97M -19,370 -5%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$35M +$3.66M +35,940 +11%
Franklin Resources
73
Franklin Resources
California
$34.3M +$249K +2,445 +0.7%
BCPEM
74
Bain Capital Public Equity Management
Massachusetts
$32.5M -$8.02M -78,750 -19%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$30.7M +$9.67M +95,000 +43%

IQV Hedge Fund Activity: Q4 2017 in Review

520 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2017, worth a combined $18.9B — down 1.2% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IQV positions and 51 closed out — a net gain of 51 holders — while 188 added to existing stakes and 176 trimmed.

The largest buyer was Eminence Capital, adding an estimated $236M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $552M.

  • 520 institutional investors held IQVIA (IQV) as of Q4 2017, up from 472 in Q3 2017.
  • Funds reported $18.9B of IQVIA stock for Q4 2017, down 1.2% quarter-over-quarter.
  • 102 funds opened new IQVIA positions in Q4 2017 and 51 closed out, a net change of +51 holders.
  • The largest IQVIA buyer in Q4 2017 was Eminence Capital, an estimated $236M added.
  • The largest IQVIA seller in Q4 2017 was TPG Group Holdings (SBS) Advisors, an estimated $552M sold.

Based on aggregated 13F filings for Q4 2017.