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293 hedge funds and large institutions have $7.83B invested in IQVIA in 2015 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 147 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 75

75% more call options, than puts

Call options by funds: $18M | Put options by funds: $10.2M

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

9% more capital invested

Capital invested by funds: $7.16B → $7.83B (+$670M)

3% more funds holding

Funds holding: 284293 (+9)

3.06% more ownership

Funds ownership: 85.64%88.7% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
293
Holders Change
+9
Holders Change %
+3.17%
% of All Funds
7.89%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
47
Increased
147
Reduced
75
Closed
37
Calls
$18M
Puts
$10.2M
Net Calls
+$7.71M
Net Calls Change
+$8.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LH
151
Lebenthal Holdings
New York
$2.35M +$2.22M +32,357 New
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$2.34M -$1.35M -19,650 -38%
AAF
153
Andra AP-fonden
Sweden
$2.26M -$912K -13,300 -30%
PAMU
154
Pictet Asset Management (UK)
United Kingdom
$2.24M +$219K +3,200 +12%
BCIM
155
British Columbia Investment Management
British Columbia, Canada
$2.24M +$481K +7,022 +30%
PCM
156
Penn Capital Management
Pennsylvania
$2.23M -$101K -1,470 -5%
Legal & General Group
157
Legal & General Group
United Kingdom
$2.22M +$761K +11,098 +57%
ZIM
158
Zacks Investment Management
Illinois
$1.95M +$61.8K +901 +3%
MAM
159
Meeder Asset Management
Ohio
$1.94M +$1.81M +26,448 +13,224%
MC
160
Menta Capital
California
$1.88M -$2.05M -29,918 -54%
FMT
161
First Mercantile Trust
Tennessee
$1.84M -$158K -2,300 -8%
CPH
162
C Partners Holding
Switzerland
$1.81M
Invesco
163
Invesco
Georgia
$1.76M -$12.1K -177 -0.7%
GC
164
Globeflex Capital
California
$1.63M
FAF
165
Fjarde Ap-fonden
Sweden
$1.63M +$187K +2,733 +14%
HI
166
HBK Investments
Texas
$1.58M -$2.17M -31,687 -59%
GIBU
167
Gulf International Bank (UK)
United Kingdom
$1.55M +$175K +2,550 +14%
OC
168
Oppenheimer & Co
New York
$1.43M +$118K +1,721 +10%
IRF
169
IBM Retirement Fund
New York
$1.4M +$508K +7,417 +63%
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$1.38M +$41.1K +600 +3%
KBC Group
171
KBC Group
Belgium
$1.36M -$3.14M -45,828 -71%
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$1.35M +$194K +2,823 +18%
Principal Financial Group
173
Principal Financial Group
Iowa
$1.35M +$284K +4,149 +29%
OSNBOA
174
Old Second National Bank of Aurora
Illinois
$1.34M -$30K -437 -2%
VRS
175
Virginia Retirement Systems
Virginia
$1.17M +$351K +5,127 +47%

IQV Hedge Fund Activity: Q2 2015 in Review

293 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2015, worth a combined $7.83B — up 9.4% from $7.16B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IQV positions and 37 closed out — a net gain of 10 holders — while 147 added to existing stakes and 75 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $310M. The largest seller was Bain Capital Investors, cutting an estimated $215M.

  • 293 institutional investors held IQVIA (IQV) as of Q2 2015, up from 284 in Q1 2015.
  • Funds reported $7.83B of IQVIA stock for Q2 2015, up 9.4% quarter-over-quarter.
  • 47 funds opened new IQVIA positions in Q2 2015 and 37 closed out, a net change of +10 holders.
  • The largest IQVIA buyer in Q2 2015 was Winslow Capital Management, an estimated $310M added.
  • The largest IQVIA seller in Q2 2015 was Bain Capital Investors, an estimated $215M sold.

Based on aggregated 13F filings for Q2 2015.