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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
Axa
76
Axa
France
$29.8M +$6.46M +63,500 +26%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$28.5M -$112K -1,100 -0.4%
Barclays
78
Barclays
United Kingdom
$28.5M -$134M -1,312,449 -82%
TAM
79
Todd Asset Management
Kentucky
$28.5M -$1.17M -11,476 -4%
Nordea Investment Management
80
Nordea Investment Management
Sweden
$28M +$274K +2,696 +1%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$27.4M +$80.4K +790 +0.3%
AAMU
82
Amundi Asset Management US
Massachusetts
$27.1M +$28.2M +277,293 New
LLC
83
Latimer Light Capital
New York
$26.6M -$5.22M -51,275 -16%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$26M +$5.26M +51,639 +24%
AT
85
AMF Tjänstepension
Sweden
$25.7M +$1.38M +13,533 +5%
TM
86
Tiger Management
New York
$25.6M -$3.9M -38,300 -13%
VanEck Associates
87
VanEck Associates
New York
$25.4M -$8.22M -80,779 -24%
AC
88
Alleghany Corporation
New York
$25M +$26M +255,000 New
VNIM
89
Vaughan Nelson Investment Management
Texas
$24.9M -$6.62M -65,013 -20%
CCM
90
Corsair Capital Management
New York
$23.8M -$4.07M -39,962 -14%
ABTD
91
Arvest Bank Trust Division
Oklahoma
$22.5M -$702K -6,897 -3%
Asset Management One
92
Asset Management One
Japan
$22.4M -$92.7K -911 -0.4%
JP Morgan Chase
93
JP Morgan Chase
New York
$22M +$11.5M +113,020 +101%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$21.8M +$3.38M +33,222 +18%
TEC
95
Tiger Eye Capital
Tennessee
$21.2M -$3.56M -35,000 -14%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$21.2M -$1.31M -12,881 -6%
Principal Financial Group
97
Principal Financial Group
Iowa
$21M -$1.39M -13,660 -6%
CB
98
Commerce Bank
Missouri
$20.9M +$3.37M +33,112 +18%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$20.6M +$18.9M +185,854 +769%
SEI Investments
100
SEI Investments
Pennsylvania
$20.4M -$7.9M -77,613 -27%

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.