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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
Prudential Financial
101
Prudential Financial
New Jersey
$19.9M +$936K +9,190 +5%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$19.9M -$957K -9,400 -4%
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$18.4M -$567K -5,574 -3%
HA
104
Halsey Associates
Connecticut
$18.2M +$795K +7,805 +4%
Millennium Management
105
Millennium Management
New York
$16.6M +$14.1M +138,491 +449%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$16.4M -$37.7K -370 -0.2%
MCM
107
Maryland Capital Management
Maryland
$15.7M -$443K -4,354 -3%
Citadel Advisors
108
Citadel Advisors
Florida
$15.6M +$5.34M +52,481 +49%
JCM
109
Jag Capital Management
Missouri
$15.2M +$4.45M +43,743 +39%
National Pension Service
110
National Pension Service
South Korea
$14.8M -$809K -7,951 -5%
RJA
111
Raymond James & Associates
Florida
$14.8M -$3.01M -29,529 -16%
O
112
OppenheimerFunds
New York
$14.7M -$1.12M -11,042 -7%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$14.5M -$636K -6,249 -4%
Mirae Asset Global Investments
114
Mirae Asset Global Investments
South Korea
$14.2M +$78.4K +770 +0.5%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$14M +$5.49M +53,964 +61%
KLWA
116
Kelly Lawrence W & Associates
California
$13.7M
N
117
Nuveen
North Carolina
$13.7M +$2.13M +20,930 +18%
CI
118
Cooper Investors
Australia
$13.5M -$2.72M -26,674 -16%
TD Asset Management
119
TD Asset Management
Ontario, Canada
$13.4M -$687K -6,753 -5%
Fisher Asset Management
120
Fisher Asset Management
Washington
$13.3M -$681K -6,690 -5%
BSA
121
Braun Stacey Associates
New York
$13.3M +$432K +4,247 +3%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$13M +$1.36M +13,356 +11%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$12.4M +$811K +7,971 +7%
Two Sigma Investments
124
Two Sigma Investments
New York
$12.1M +$12.5M +123,204 New
PTC
125
Philadelphia Trust Company
Pennsylvania
$11.9M +$7.23M +71,064 +142%

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.