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644 hedge funds and large institutions have $25.7B invested in IQVIA in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 37

23% more capital invested

Capital invested by funds: $20.9B → $25.7B (+$4.78B)

10% more funds holding

Funds holding: 584644 (+60)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 225

1% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $44M

0.03% less ownership

Funds ownership: 91.15%91.11% (-0.03%)

Holders
644
Holders Change
+60
Holders Change %
+10.27%
% of All Funds
13.94%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
105
Increased
241
Reduced
225
Closed
37
Calls
$44.3M
Puts
$44M
Net Calls
+$375K
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
76
Parametric Portfolio Associates
Washington
$48.3M -$362K -2,719 -0.8%
HCM
77
Hoplite Capital Management
New York
$47.8M -$3.7M -27,751 -8%
Principal Financial Group
78
Principal Financial Group
Iowa
$47.5M +$12.9M +96,438 +41%
GH
79
Grosvenor Holdings
Illinois
$47.3M +$43.9M +329,100 New
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$45.9M -$4.31M -32,332 -9%
TCM
81
Tran Capital Management
California
$45.9M -$9.25M -69,385 -18%
DP
82
DSAM Partners
United Kingdom
$45.2M -$4.22M -31,686 -9%
Citadel Advisors
83
Citadel Advisors
Florida
$44.5M +$36.6M +274,483 +782%
ECM
84
Element Capital Management
New York
$42.9M -$23.1M -173,002 -37%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$41.1M +$1.5M +11,268 +4%
PHS
86
PFM Health Sciences
California
$39.8M +$36.9M +276,809 New
VNIM
87
Vaughan Nelson Investment Management
Texas
$39.6M -$8.58M -64,356 -19%
AAM
88
Ardevora Asset Management
United Kingdom
$39.1M -$3.75M -28,100 -9%
SO
89
STRS Ohio
Ohio
$38.6M +$14.1M +106,037 +65%
State of Tennessee, Department of Treasury
90
State of Tennessee, Department of Treasury
Tennessee
$37.1M +$1.42M +10,687 +4%
TAM
91
Todd Asset Management
Kentucky
$36.7M -$4.08M -30,622 -11%
Robeco Institutional Asset Management
92
Robeco Institutional Asset Management
Netherlands
$36.1M +$12.2M +91,292 +57%
MGM
93
Miura Global Management
New York
$35.7M -$267K -2,000 -0.8%
AAMU
94
Amundi Asset Management US
Massachusetts
$35.6M +$4.4M +33,025 +15%
CB
95
Commerce Bank
Missouri
$33.4M -$2.75M -20,605 -8%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$31.9M +$800K +6,000 +3%
ABTD
97
Arvest Bank Trust Division
Oklahoma
$31.4M -$378K -2,837 -1%
CM
98
Castleark Management
Illinois
$31.4M +$669K +5,020 +2%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$30.2M -$8.51M -63,820 -23%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$29.9M +$3.01M +22,560 +12%

IQV Hedge Fund Activity: Q1 2019 in Review

644 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2019, worth a combined $25.7B — up 23% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IQV positions and 37 closed out — a net gain of 68 holders — while 241 added to existing stakes and 225 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $229M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $539M.

  • 644 institutional investors held IQVIA (IQV) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $25.7B of IQVIA stock for Q1 2019, up 23% quarter-over-quarter.
  • 105 funds opened new IQVIA positions in Q1 2019 and 37 closed out, a net change of +68 holders.
  • The largest IQVIA buyer in Q1 2019 was Morgan Stanley, an estimated $229M added.
  • The largest IQVIA seller in Q1 2019 was TPG Group Holdings (SBS) Advisors, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2019.