IQVIA
133 hedge funds and large institutions have $4.46B invested in IQVIA in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 38 reducing their positions, and 21 closing their positions.
85% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $548K
42% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 38
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
28% more capital invested
Capital invested by funds: $3.49B → $4.46B (+$969M)
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
13.37% more ownership
Funds ownership: 63.69% → 77.06% (+13%)
2% more funds holding
Funds holding: 130 → 133 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$41.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$31.7M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$24.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$24.9M |
| 2 |
TI
Turner Investments
Berwyn,
Pennsylvania
|
-$21.4M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$21.1M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$16.8M |
| 5 |
AG
Artal Group
Luxembourg
|
-$9.58M |
IQV Hedge Fund Activity: Q3 2013 in Review
133 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2013, worth a combined $4.46B — up 28% from $3.49B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IQV positions and 21 closed out — a net gain of 3 holders — while 54 added to existing stakes and 38 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $41.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $24.9M.
- 133 institutional investors held IQVIA (IQV) as of Q3 2013, up from 130 in Q2 2013.
- Funds reported $4.46B of IQVIA stock for Q3 2013, up 28% quarter-over-quarter.
- 24 funds opened new IQVIA positions in Q3 2013 and 21 closed out, a net change of +3 holders.
- The largest IQVIA buyer in Q3 2013 was Lord, Abbett & Co, an estimated $41.3M added.
- The largest IQVIA seller in Q3 2013 was T. Rowe Price Associates, an estimated $24.9M sold.
Based on aggregated 13F filings for Q3 2013.