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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
SC
101
Samlyn Capital
New York
$29.4M +$27.2M +204,123 New
AIM
102
Artemis Investment Management
United Kingdom
$29.3M +$11.8M +88,464 +77%
Citigroup
103
Citigroup
New York
$28.5M +$7.25M +54,392 +38%
Adage Capital Partners
104
Adage Capital Partners
Massachusetts
$28.4M -$66.6K -500 -0.3%
National Pension Service
105
National Pension Service
South Korea
$28.3M +$1.06M +7,976 +4%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$27.4M +$3.17M +23,761 +14%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$27M -$2.8M -21,000 -10%
MSL
108
Mackay Shields LLC
New York
$26.4M +$7.78M +58,340 +47%
Barclays
109
Barclays
United Kingdom
$26M +$1.51M +11,315 +7%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$25.8M +$112K +839 +0.5%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$25.8M -$1.6K -12 -0%
CS
112
Credit Suisse
Switzerland
$24.6M -$53.6M -402,315 -70%
HA
113
Halsey Associates
Connecticut
$24M -$678K -5,083 -3%
BTS
114
BB&T Securities
Virginia
$23.7M -$690K -5,177 -3%
Ameriprise
115
Ameriprise
Minnesota
$23.6M +$2.19M +16,425 +11%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$23.5M +$8.37M +62,774 +62%
MCM
117
Maryland Capital Management
Maryland
$23.5M -$234K -1,752 -1%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.2M -$166K -1,245 -0.8%
SOMRS
119
State of Michigan Retirement System
Michigan
$22.2M +$14.6M +109,200 +241%
SCM
120
Sandler Capital Management
New York
$22.1M +$20.4M +153,390 New
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$21.7M -$171K -1,280 -0.8%
CI
122
Cooper Investors
Australia
$21.6M +$329K +2,471 +2%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$21.5M +$11.8M +88,753 +80,685%
CCM
124
Corsair Capital Management
New York
$21.4M -$3.98M -29,879 -17%
PTC
125
Philadelphia Trust Company
Pennsylvania
$21.4M +$195K +1,462 +1%

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.