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513 hedge funds and large institutions have $18.5B invested in IQVIA in 2018 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 224 increasing their positions, 180 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 180

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

1% more funds holding

Funds holding: 506513 (+7)

0.12% less ownership

Funds ownership: 91.46%91.34% (-0.12%)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$200M)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

13% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $16.4M

Holders
513
Holders Change
+7
Holders Change %
+1.38%
% of All Funds
11.74%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.5%
New
50
Increased
224
Reduced
180
Closed
41
Calls
$14.3M
Puts
$16.4M
Net Calls
-$2.12M
Net Calls Change
+$124M
Name Holding Trade Value Shares
Change
Change in
Stake
BCIM
126
British Columbia Investment Management
British Columbia, Canada
$12.8M +$5.58M +55,897 +77%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$12.6M -$14.2M -142,610 -53%
AIMCA
128
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.6M -$3.88M -38,800 -24%
HCMNY
129
Howard Capital Management (New York)
New York
$12.5M +$70.9K +710 +0.6%
AIM
130
Allen Investment Management
New York
$12.5M +$5.55M +55,529 +80%
TAM
131
Trillium Asset Management
Massachusetts
$12.3M +$118K +1,184 +1%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$11.8M -$2.07M -20,725 -15%
TBA
133
Tower Bridge Advisors
Pennsylvania
$11.8M -$42.8K -428 -0.4%
NC
134
Nicholas Company
Wisconsin
$11.1M -$95.4K -955 -0.9%
Fisher Asset Management
135
Fisher Asset Management
Washington
$11.1M -$660K -6,608 -6%
WT
136
Washington Trust
Rhode Island
$11.1M -$51.5K -515 -0.5%
DnB Asset Management
137
DnB Asset Management
Norway
$11M +$380K +3,800 +4%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$11M +$7.15M +71,546 +186%
Canada Life
139
Canada Life
Manitoba, Canada
$11M +$429K +4,295 +4%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$10.9M +$5.38M +53,817 +97%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$10.5M +$2.65M +26,545 +34%
N
142
Natixis
France
$10.3M +$6.33M +63,377 +160%
FPCM
143
Financial Partners Capital Management
New York
$10.2M +$1.71M +17,094 +20%
Federated Hermes
144
Federated Hermes
Pennsylvania
$10.1M +$864K +8,646 +9%
BFO
145
Boston Family Office
Massachusetts
$9.9M +$657K +6,571 +7%
Natixis Advisors
146
Natixis Advisors
Massachusetts
$9.84M +$1.14M +11,401 +13%
Zurich Cantonal Bank
147
Zurich Cantonal Bank
Switzerland
$9.75M -$1.97M -19,708 -17%
SW
148
SVB Wealth
Massachusetts
$9.45M +$1.13M +11,285 +14%
EVM
149
Eaton Vance Management
Massachusetts
$9.18M -$7.27M -72,725 -44%
N
150
Nuveen
North Carolina
$9.08M -$6.77M -67,730 -43%

IQV Hedge Fund Activity: Q2 2018 in Review

513 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2018, worth a combined $18.5B — down 1.1% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IQV positions and 41 closed out — a net gain of 9 holders — while 224 added to existing stakes and 180 trimmed.

The largest buyer was Vanguard Group, adding an estimated $175M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $671M.

  • 513 institutional investors held IQVIA (IQV) as of Q2 2018, up from 506 in Q1 2018.
  • Funds reported $18.5B of IQVIA stock for Q2 2018, down 1.1% quarter-over-quarter.
  • 50 funds opened new IQVIA positions in Q2 2018 and 41 closed out, a net change of +9 holders.
  • The largest IQVIA buyer in Q2 2018 was Vanguard Group, an estimated $175M added.
  • The largest IQVIA seller in Q2 2018 was TPG Group Holdings (SBS) Advisors, an estimated $671M sold.

Based on aggregated 13F filings for Q2 2018.