IQVIA
222 hedge funds and large institutions have $5.92B invested in IQVIA in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 18 closing their positions.
150% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 18
32% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 66
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
14% more funds holding
Funds holding: 195 → 222 (+27)
5% more capital invested
Capital invested by funds: $5.64B → $5.92B (+$282M)
2.11% more ownership
Funds ownership: 81.31% → 83.42% (+2.1%)
10% less call options, than puts
Call options by funds: $3.08M | Put options by funds: $3.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$42.7M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$34.7M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$32.5M |
| 4 |
GAM
Gotham Asset Management
New York
|
+$26.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$94.2M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$63.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$52.6M |
| 4 |
Lazard Asset Management
New York
|
-$22.7M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$20.7M |
IQV Hedge Fund Activity: Q3 2014 in Review
222 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2014, worth a combined $5.92B — up 5% from $5.64B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IQV positions and 18 closed out — a net gain of 27 holders — while 87 added to existing stakes and 66 trimmed.
The largest buyer was William Blair & Company, opening a new position worth an estimated $42.7M. The largest seller was Wells Fargo, cutting an estimated $94.2M.
- 222 institutional investors held IQVIA (IQV) as of Q3 2014, up from 195 in Q2 2014.
- Funds reported $5.92B of IQVIA stock for Q3 2014, up 5% quarter-over-quarter.
- 45 funds opened new IQVIA positions in Q3 2014 and 18 closed out, a net change of +27 holders.
- The largest IQVIA buyer in Q3 2014 was William Blair & Company, an estimated $42.7M added.
- The largest IQVIA seller in Q3 2014 was Wells Fargo, an estimated $94.2M sold.
Based on aggregated 13F filings for Q3 2014.