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644 hedge funds and large institutions have $25.7B invested in IQVIA in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 37

23% more capital invested

Capital invested by funds: $20.9B → $25.7B (+$4.78B)

10% more funds holding

Funds holding: 584644 (+60)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 225

1% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $44M

0.03% less ownership

Funds ownership: 91.15%91.11% (-0.03%)

Holders
644
Holders Change
+60
Holders Change %
+10.27%
% of All Funds
13.94%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
105
Increased
241
Reduced
225
Closed
37
Calls
$44.3M
Puts
$44M
Net Calls
+$375K
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
151
Nicholas Company
Wisconsin
$14.8M +$16.7K +125 +0.1%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$14.6M -$373K -2,802 -3%
WT
153
Washington Trust
Rhode Island
$14.6M -$196K -1,467 -1%
Squarepoint
154
Squarepoint
New York
$14.5M +$13.4M +100,749 New
TEC
155
Tiger Eye Capital
Tennessee
$14.5M +$4.59M +34,401 +52%
AIMCA
156
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$14.2M -$293K -2,200 -2%
CC
157
Cowbird Capital
New York
$14.1M +$4.66M +34,964 +55%
DekaBank Deutsche Girozentrale
158
DekaBank Deutsche Girozentrale
Germany
$14.1M +$14.8M +111,089 New
SW
159
SVB Wealth
Massachusetts
$13.6M -$891K -6,688 -7%
SEI Investments
160
SEI Investments
Pennsylvania
$13.5M -$242K -1,812 -2%
EVM
161
Eaton Vance Management
Massachusetts
$13.3M +$3.07K +23 +0%
N
162
Natixis
France
$13.3M +$749K +5,620 +6%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$13.2M -$1.19M -8,918 -9%
Natixis Advisors
164
Natixis Advisors
Massachusetts
$12.9M -$88.1K -661 -0.7%
MSV
165
MN Services Vermogensbeheer
Netherlands
$12.9M +$66.6K +500 +0.6%
KCM
166
Kornitzer Capital Management
Kansas
$12.7M -$18.7M -140,628 -61%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$12.5M +$692K +5,194 +6%
Nomura Holdings
168
Nomura Holdings
Japan
$12.4M +$11.5M +86,100 New
PAMU
169
Pictet Asset Management (UK)
United Kingdom
$12.2M +$377K +2,828 +3%
MIG
170
McGuire Investment Group
Rhode Island
$12M +$34K +255 +0.3%
Point72 Asset Management
171
Point72 Asset Management
Connecticut
$11.6M -$147M -1,099,681 -93%
Asset Management One
172
Asset Management One
Japan
$11.4M -$25.7M -192,940 -71%
RCM
173
Riverpark Capital Management
New York
$11.4M +$880K +6,602 +9%
Fisher Asset Management
174
Fisher Asset Management
Washington
$11.2M -$810K -6,075 -7%
BIM
175
Bridges Investment Management
Nebraska
$11.2M +$1.59M +11,961 +18%

IQV Hedge Fund Activity: Q1 2019 in Review

644 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2019, worth a combined $25.7B — up 23% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IQV positions and 37 closed out — a net gain of 68 holders — while 241 added to existing stakes and 225 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $229M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $539M.

  • 644 institutional investors held IQVIA (IQV) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $25.7B of IQVIA stock for Q1 2019, up 23% quarter-over-quarter.
  • 105 funds opened new IQVIA positions in Q1 2019 and 37 closed out, a net change of +68 holders.
  • The largest IQVIA buyer in Q1 2019 was Morgan Stanley, an estimated $229M added.
  • The largest IQVIA seller in Q1 2019 was TPG Group Holdings (SBS) Advisors, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2019.