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397 hedge funds and large institutions have $18.1B invested in IQVIA in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

20% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $7.72M

10% more capital invested

Capital invested by funds: $16.5B → $18.1B (+$1.62B)

6% more funds holding

Funds holding: 375397 (+22)

5.43% more ownership

Funds ownership: 86.9%92.32% (+5.4%)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 170

Holders
397
Holders Change
+22
Holders Change %
+5.87%
% of All Funds
9.9%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
61
Increased
122
Reduced
170
Closed
37
Calls
$9.24M
Puts
$7.72M
Net Calls
+$1.51M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
151
WesBanco Bank
West Virginia
$4.64M
UBS Group
152
UBS Group
Switzerland
$4.62M +$767K +9,089 +21%
GIM
153
Goelzer Investment Management
Indiana
$4.36M +$4.12M +48,743 New
Principal Financial Group
154
Principal Financial Group
Iowa
$4.32M -$706K -8,367 -15%
FAF
155
Fjarde Ap-fonden
Sweden
$4.3M +$376K +4,454 +10%
GIBU
156
Gulf International Bank (UK)
United Kingdom
$4.24M -$144K -1,700 -3%
Millennium Management
157
Millennium Management
New York
$4.17M +$3.51M +41,529 +830%
Daiwa Securities Group
158
Daiwa Securities Group
Japan
$4.15M -$4.27M -50,525 -52%
M&T Bank
159
M&T Bank
New York
$4.1M +$122K +1,447 +3%
DILIC
160
Dai-ichi Life Insurance Company
Japan
$4M +$1.98M +23,447 +111%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$3.97M
VOYA Investment Management
162
VOYA Investment Management
Georgia
$3.96M -$12.7M -150,757 -77%
US Bancorp
163
US Bancorp
Minnesota
$3.86M -$645K -7,644 -15%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$3.66M -$4.05M -47,914 -54%
BCM
165
BlueCrest Capital Management
Jersey
$3.62M +$3.14M +37,153 +1,146%
XK
166
Xact Kapitalforvaltning
Sweden
$3.56M -$11.7K -138 -0.3%
CTA
167
Colonial Trust Advisors
South Carolina
$3.51M +$1.07M +12,727 +48%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$3.39M +$31.7K +376 +1%
AP
169
AHL Partners
United Kingdom
$3.35M +$1.86M +22,053 +144%
CCM
170
Cadence Capital Management
Massachusetts
$3.13M +$18.8K +223 +0.6%
Squarepoint
171
Squarepoint
New York
$3.12M -$30K -355 -1%
Tudor Investment Corp
172
Tudor Investment Corp
Connecticut
$3.07M +$2.05M +24,325 +244%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$3.02M -$46.9K -555 -2%
DCM
174
Dupont Capital Management
Delaware
$2.88M -$3.62M -42,927 -57%
CONA
175
Capital One National Association
New York
$2.75M +$66.9K +792 +3%

IQV Hedge Fund Activity: Q2 2017 in Review

397 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2017, worth a combined $18.1B — up 9.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IQV positions and 37 closed out — a net gain of 24 holders — while 122 added to existing stakes and 170 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $550M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $435M.

  • 397 institutional investors held IQVIA (IQV) as of Q2 2017, up from 375 in Q1 2017.
  • Funds reported $18.1B of IQVIA stock for Q2 2017, up 9.8% quarter-over-quarter.
  • 61 funds opened new IQVIA positions in Q2 2017 and 37 closed out, a net change of +24 holders.
  • The largest IQVIA buyer in Q2 2017 was Janus Henderson Group, an estimated $550M added.
  • The largest IQVIA seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $435M sold.

Based on aggregated 13F filings for Q2 2017.