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397 hedge funds and large institutions have $18.1B invested in IQVIA in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 37

50% more funds holding in top 10

Funds holding in top 10: 1624 (+8)

20% more call options, than puts

Call options by funds: $9.24M | Put options by funds: $7.72M

10% more capital invested

Capital invested by funds: $16.5B → $18.1B (+$1.62B)

6% more funds holding

Funds holding: 375397 (+22)

5.43% more ownership

Funds ownership: 86.9%92.32% (+5.4%)

28% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 170

Holders
397
Holders Change
+22
Holders Change %
+5.87%
% of All Funds
9.9%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.6%
New
61
Increased
122
Reduced
170
Closed
37
Calls
$9.24M
Puts
$7.72M
Net Calls
+$1.51M
Net Calls Change
+$180M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$1.7M +$556K +6,591 +53%
Nomura Asset Management
202
Nomura Asset Management
Japan
$1.69M +$111K +1,310 +7%
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$1.67M -$295K -3,496 -16%
FMT
204
First Mercantile Trust
Tennessee
$1.65M -$662K -7,836 -30%
VLKIM
205
Van Lanschot Kempen Investment Management
Netherlands
$1.64M +$1.54M +18,270 New
GC
206
Globeflex Capital
California
$1.61M -$142K -1,680 -9%
HT
207
HAP Trading
New York
$1.57M +$1.49M +17,599 New
SCM
208
Segantii Capital Management
Hong Kong
$1.56M +$1.47M +17,400 New
PP
209
Pegasus Partners
Wisconsin
$1.53M +$1.44M +17,109 New
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$1.53M -$910K -10,781 -39%
AIM
211
Achmea Investment Management
Netherlands
$1.51M -$460K -5,451 -24%
ACM
212
Alpha Capital Management
Texas
$1.47M +$43.8K +519 +3%
AAF
213
Andra AP-fonden
Sweden
$1.44M -$33.8K -400 -2%
FA
214
FDx Advisors
Illinois
$1.38M +$152K +1,796 +13%
JG
215
Jefferies Group
New York
$1.33M +$764K +9,047 +156%
SAM
216
Shell Asset Management
Netherlands
$1.31M +$496K +5,879 +67%
PIA
217
Piedmont Investment Advisors
North Carolina
$1.3M -$308K -3,644 -20%
BMM
218
Buffington Mohr McNeal
Idaho
$1.28M -$7.6K -90 -0.6%
Baird Financial Group
219
Baird Financial Group
Wisconsin
$1.23M +$22K +260 +2%
MF
220
Magnetar Financial
Illinois
$1.18M +$1.12M +13,219 New
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$1.16M +$129K +1,531 +13%
AB
222
Amalgamated Bank
New York
$1.15M -$646K -7,646 -37%
ATC
223
Argent Trust Co
Tennessee
$1.13M +$26.1K +309 +3%
FWIA
224
Fort Washington Investment Advisors
Ohio
$1.1M -$25.6K -303 -2%
RJFSA
225
Raymond James Financial Services Advisors
Florida
$1.07M -$190K -2,255 -16%

IQV Hedge Fund Activity: Q2 2017 in Review

397 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2017, worth a combined $18.1B — up 9.8% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IQV positions and 37 closed out — a net gain of 24 holders — while 122 added to existing stakes and 170 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $550M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $435M.

  • 397 institutional investors held IQVIA (IQV) as of Q2 2017, up from 375 in Q1 2017.
  • Funds reported $18.1B of IQVIA stock for Q2 2017, up 9.8% quarter-over-quarter.
  • 61 funds opened new IQVIA positions in Q2 2017 and 37 closed out, a net change of +24 holders.
  • The largest IQVIA buyer in Q2 2017 was Janus Henderson Group, an estimated $550M added.
  • The largest IQVIA seller in Q2 2017 was TPG Group Holdings (SBS) Advisors, an estimated $435M sold.

Based on aggregated 13F filings for Q2 2017.