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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
UBS Group
176
UBS Group
Switzerland
$5.08M -$116K -1,138 -2%
CIC
177
Chase Investment Counsel
Virginia
$5.07M -$220K -2,160 -4%
GIM
178
Goelzer Investment Management
Indiana
$4.99M +$117K +1,150 +2%
Stifel Financial
179
Stifel Financial
Missouri
$4.72M +$59.6K +585 +1%
CSS
180
Cubist Systematic Strategies
Connecticut
$4.67M +$4.68M +45,981 +2,708%
ProShare Advisors
181
ProShare Advisors
Maryland
$4.58M +$3.02M +29,635 +173%
SGM
182
Skye Global Management
Florida
$4.5M +$4.68M +46,000 New
GIBU
183
Gulf International Bank (UK)
United Kingdom
$4.45M -$305K -3,000 -6%
GIG
184
Goodnow Investment Group
Connecticut
$4.42M -$34.6K -340 -0.7%
MIM
185
MetLife Investment Management
New Jersey
$4.41M +$4.59M +45,047 New
ACI
186
AMP Capital Investors
Australia
$4.41M -$585K -5,742 -11%
MAM
187
Mastrapasqua Asset Management
Tennessee
$4.36M -$54.8K -538 -1%
SOMRS
188
State of Michigan Retirement System
Michigan
$4.18M -$336K -3,300 -7%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$4.12M -$4.68K -46 -0.1%
SMDAM
190
Sumitomo Mitsui DS Asset Management
Japan
$4.09M -$969K -9,516 -19%
XK
191
Xact Kapitalforvaltning
Sweden
$4.05M +$126K +1,241 +3%
HIMCH
192
Hartford Investment Management Co (HIMCO)
Connecticut
$4.01M +$796K +7,816 +24%
US Bancorp
193
US Bancorp
Minnesota
$3.97M -$137K -1,345 -3%
M&T Bank
194
M&T Bank
New York
$3.94M +$18.2K +179 +0.4%
IAM
195
Impax Asset Management
New Hampshire
$3.92M +$509K +5,000 +14%
TPSF
196
Texas Permanent School Fund
Texas
$3.89M -$230K -2,258 -5%
Comerica Bank
197
Comerica Bank
Texas
$3.87M -$75.7K -744 -2%
Citigroup
198
Citigroup
New York
$3.85M +$3.82M +37,504 +2,101%
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$3.73M +$3.88M +38,079 New
OPERF
200
Oregon Public Employees Retirement Fund
Oregon
$3.67M +$2.32M +22,830 +156%

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.