IQVIA
375 hedge funds and large institutions have $16.5B invested in IQVIA in 2017 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 122 increasing their positions, 154 reducing their positions, and 73 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
1% less capital invested
Capital invested by funds: $16.7B → $16.5B (-$224M)
2.48% less ownership
Funds ownership: 89.38% → 86.9% (-2.5%)
7% less funds holding
Funds holding: 402 → 375 (-27)
21% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 154
23% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 73
97% less call options, than puts
Call options by funds: $5.21M | Put options by funds: $183M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$541M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$466M |
| 3 |
FP
FPR Partners
San Francisco,
California
|
+$180M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$50.6M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$590M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$184M |
| 3 |
Lazard Asset Management
New York
|
-$106M |
| 4 |
LGP
Leonard Green & Partners
Los Angeles,
California
|
-$87.1M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$68.1M |
IQV Hedge Fund Activity: Q1 2017 in Review
375 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2017, worth a combined $16.5B — down 1.3% from $16.7B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of IQV and 56 opened new positions — a net loss of 17 holders — while 154 trimmed existing stakes and 122 added.
The largest buyer was BlackRock, adding an estimated $541M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $590M.
- 375 institutional investors held IQVIA (IQV) as of Q1 2017, down from 402 in Q4 2016.
- Funds reported $16.5B of IQVIA stock for Q1 2017, down 1.3% quarter-over-quarter.
- 56 funds opened new IQVIA positions in Q1 2017 and 73 closed out, a net change of -17 holders.
- The largest IQVIA buyer in Q1 2017 was BlackRock, an estimated $541M added.
- The largest IQVIA seller in Q1 2017 was TPG Group Holdings (SBS) Advisors, an estimated $590M sold.
Based on aggregated 13F filings for Q1 2017.