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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
BC
201
Blackcrane Capital
Washington
$7.34M +$1.49M +11,183 +28%
MIM
202
Monashee Investment Management
Massachusetts
$7.19M +$6.66M +50,000 New
Credit Agricole
203
Credit Agricole
France
$7.13M +$1.65M +12,400 +33%
FFA
204
First Foundation Advisors
California
$7.01M +$5.42M +40,696 +505%
FAF
205
Fjarde Ap-fonden
Sweden
$6.99M +$1.28M +9,623 +25%
SEC
206
Seven Eight Capital
New York
$6.91M +$6.41M +48,059 New
M&T Bank
207
M&T Bank
New York
$6.73M +$230K +1,726 +4%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$6.66M +$3.34M +25,063 +118%
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$6.64M -$2.04M -15,272 -25%
PA
210
Profund Advisors
Maryland
$6.6M +$99.3K +745 +2%
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.5M +$2.39M +17,964 +66%
MIM
212
MetLife Investment Management
New Jersey
$6.47M -$41.9K -314 -0.7%
BCIM
213
British Columbia Investment Management
British Columbia, Canada
$6.31M -$1.47M -11,054 -20%
LCM
214
Logan Capital Management
Pennsylvania
$6.26M +$5.8M +43,501 New
Stifel Financial
215
Stifel Financial
Missouri
$6.25M -$1.45M -10,896 -20%
Los Angeles Capital Management
216
Los Angeles Capital Management
California
$6.25M +$1.74M +13,030 +43%
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$6.17M -$8.8K -66 -0.2%
CIC
218
Chase Investment Counsel
Virginia
$6.17M -$97.3K -730 -2%
Korea Investment Corp
219
Korea Investment Corp
South Korea
$6.15M +$816K +6,125 +17%
BFS
220
Bradley Foster & Sargent
Connecticut
$6.11M -$44.4K -333 -0.8%
ProShare Advisors
221
ProShare Advisors
Maryland
$6.05M -$235K -1,764 -4%
SAM
222
Shell Asset Management
Netherlands
$6.02M
VFA
223
Voya Financial Advisors
Connecticut
$6.01M +$481K +3,605 +9%
WT
224
Whittier Trust
California
$5.83M +$1.13M +8,511 +27%
TPCM
225
Three Peaks Capital Management
Colorado
$5.83M +$786K +5,896 +17%

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.