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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
TAM
126
Trillium Asset Management
Massachusetts
$11.8M +$2.54M +24,931 +26%
AIMCA
127
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.7M +$1.91M +18,800 +19%
NC
128
Nicholas Company
Wisconsin
$11.1M -$57.8K -568 -0.5%
JG
129
Jefferies Group
New York
$11M +$11.5M +112,534 New
BTS
130
BB&T Securities
Virginia
$10.8M -$1.54M -15,120 -12%
TBA
131
Tower Bridge Advisors
Pennsylvania
$10.8M -$180K -1,764 -2%
ASRS
132
Arizona State Retirement System
Arizona
$10.6M +$398K +3,914 +4%
Canada Life
133
Canada Life
Manitoba, Canada
$10.4M +$924K +9,081 +9%
SCM
134
Stevens Capital Management
Pennsylvania
$9.84M +$10.2M +100,499 New
Natixis Advisors
135
Natixis Advisors
Massachusetts
$9.39M -$953K -9,365 -9%
Daiwa Securities Group
136
Daiwa Securities Group
Japan
$9.38M +$5.94M +58,341 +156%
QT
137
Quantbot Technologies
New York
$9.37M +$9.74M +95,662 New
HCMNY
138
Howard Capital Management (New York)
New York
$9.23M -$19.9K -195 -0.2%
BFO
139
Boston Family Office
Massachusetts
$9.02M +$378K +3,709 +4%
Neuberger Berman Group
140
Neuberger Berman Group
New York
$8.93M -$39M -382,884 -81%
DnB Asset Management
141
DnB Asset Management
Norway
$8.81M -$50.9K -500 -0.6%
VOYA Investment Management
142
VOYA Investment Management
Georgia
$8.74M +$586K +5,758 +7%
RCM
143
Riverpark Capital Management
New York
$8.53M +$8.87M +87,130 New
Aviva
144
Aviva
United Kingdom
$8.46M +$496K +4,872 +6%
FPCM
145
Financial Partners Capital Management
New York
$8.35M -$14.3K -140 -0.2%
Ameriprise
146
Ameriprise
Minnesota
$8.31M -$6.78M -66,578 -44%
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
$8.24M +$2.32M +22,769 +37%
Royal Bank of Canada
148
Royal Bank of Canada
Ontario, Canada
$8.2M +$1.3M +12,749 +18%
EVM
149
Eaton Vance Management
Massachusetts
$8.06M
BCIM
150
British Columbia Investment Management
British Columbia, Canada
$7.84M +$1.53M +15,059 +23%

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.