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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
IP
151
Isthmus Partners
Wisconsin
$7.67M -$176K -1,726 -2%
SAM
152
Steinberg Asset Management
New York
$7.54M -$3.11M -30,559 -28%
FSA
153
Franklin Street Advisors
North Carolina
$7.45M +$7.74M +76,060 New
ACM
154
ADI Capital Management
New York
$7.43M -$2.95M -29,003 -28%
Allianz Asset Management
155
Allianz Asset Management
Germany
$7.37M -$5.08M -49,948 -40%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.05M +$1.61M +15,832 +28%
AG
157
Aperio Group
California
$7.04M +$513K +5,044 +8%
Retirement Systems of Alabama
158
Retirement Systems of Alabama
Alabama
$6.91M -$303K -2,979 -4%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$6.67M -$946K -9,288 -12%
QIM
160
Quantitative Investment Management
Virginia
$6.63M -$22.9M -225,000 -77%
BFS
161
Bradley Foster & Sargent
Connecticut
$6.43M -$48.9K -480 -0.7%
Toronto Dominion Bank
162
Toronto Dominion Bank
Ontario, Canada
$6.18M +$551K +5,412 +9%
Capital Fund Management (CFM)
163
Capital Fund Management (CFM)
France
$6.05M +$6.3M +61,844 New
SIM
164
Spark Investment Management
New York
$5.91M -$2.11M -20,700 -26%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$5.77M +$6.92K +68 +0.1%
DCM
166
Dupont Capital Management
Delaware
$5.63M +$2.17M +21,289 +59%
CTA
167
Colonial Trust Advisors
South Carolina
$5.55M +$1.64M +16,089 +40%
USAA
168
United Services Automobile Association
Texas
$5.52M +$542K +5,329 +10%
ERSOT
169
Employees Retirement System of Texas
Texas
$5.44M +$5.66M +55,600 New
PA
170
Profund Advisors
Maryland
$5.43M -$952K -9,354 -14%
WBC
171
Westpac Banking Corp
Australia
$5.38M -$1.68M -16,500 -23%
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
$5.37M -$5.13M -50,351 -48%
SG Americas Securities
173
SG Americas Securities
New York
$5.22M +$3.81M +37,408 +234%
PGC
174
Pacific Grove Capital
California
$5.16M +$1.63M +15,999 +44%
AIG
175
American International Group
New York
$5.12M +$440K +4,324 +9%

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.