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178 hedge funds and large institutions have $5.43B invested in IQVIA in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

336% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 11

95% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 39

25% more funds holding

Funds holding: 142178 (+36)

12% more capital invested

Capital invested by funds: $4.84B → $5.43B (+$594M)

1.4% more ownership

Funds ownership: 80.93%82.34% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

78% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $12.3M

Holders
178
Holders Change
+36
Holders Change %
+25.35%
% of All Funds
5.14%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
48
Increased
76
Reduced
39
Closed
11
Calls
$2.73M
Puts
$12.3M
Net Calls
-$9.61M
Net Calls Change
+$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
151
Ellington Management Group
Connecticut
$208K -$75.6K -1,500 -27%
US Bancorp
152
US Bancorp
Minnesota
$153K +$3.93K +78 +3%
Acadian Asset Management
153
Acadian Asset Management
Massachusetts
$127K +$126K +2,492 New
TRCT
154
Tower Research Capital (TRC)
New York
$108K +$61.7K +1,225 +137%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$108K +$107K +2,131 New
Group One Trading
156
Group One Trading
Illinois
$107K +$106K +2,100 New
MSA
157
Mason Street Advisors
Wisconsin
$71K -$2.02K -40 -3%
Citigroup
158
Citigroup
New York
$69K +$12.9K +257 +24%
MLICM
159
Metropolitan Life Insurance Company (MetLife)
New York
$65K
RNS
160
Robert N. Shapiro
$60K +$59.2K +1,175 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$51K -$2.77K -55 -5%
FCE
162
Fiera Capital (Europe)
Cayman Islands
$49K +$11.4K +227 +30%
AIG
163
American International Group
New York
$47K
Public Employees Retirement Association of Colorado
164
Public Employees Retirement Association of Colorado
Colorado
$45K
STC
165
SEI Trust Company
Pennsylvania
$36K +$4.18K +83 +13%
First Manhattan
166
First Manhattan
New York
$15K
Envestnet Asset Management
167
Envestnet Asset Management
Illinois
$11K +$11.1K +221 New
BFEC
168
Benjamin F. Edwards & Company
Missouri
$10K
MAM
169
Meeder Asset Management
Ohio
$10K
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$9K +$8.62K +171 New
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$4K +$3.27K +65 +295%
Ameriprise
172
Ameriprise
Minnesota
$2K
PTC
173
Private Trust Company
Ohio
$2K
Federated Hermes
174
Federated Hermes
Pennsylvania
$2K +$2.12K +42 New
Creative Planning
175
Creative Planning
Kansas
$1K

IQV Hedge Fund Activity: Q1 2014 in Review

178 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2014, worth a combined $5.43B — up 12% from $4.84B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IQV positions and 11 closed out — a net gain of 37 holders — while 76 added to existing stakes and 39 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $157M. The largest seller was Bain Capital Investors, cutting an estimated $220M.

  • 178 institutional investors held IQVIA (IQV) as of Q1 2014, up from 142 in Q4 2013.
  • Funds reported $5.43B of IQVIA stock for Q1 2014, up 12% quarter-over-quarter.
  • 48 funds opened new IQVIA positions in Q1 2014 and 11 closed out, a net change of +37 holders.
  • The largest IQVIA buyer in Q1 2014 was Lazard Asset Management, an estimated $157M added.
  • The largest IQVIA seller in Q1 2014 was Bain Capital Investors, an estimated $220M sold.

Based on aggregated 13F filings for Q1 2014.