IQVIA
142 hedge funds and large institutions have $4.84B invested in IQVIA in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 23 closing their positions.
39% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 23
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
8% more capital invested
Capital invested by funds: $4.46B → $4.84B (+$378M)
7% more funds holding
Funds holding: 133 → 142 (+9)
3.9% more ownership
Funds ownership: 77.04% → 80.93% (+3.9%)
2% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 48
88% less call options, than puts
Call options by funds: $1.6M | Put options by funds: $13.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$151M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$39.8M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$37M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$31.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$44.4M |
| 2 |
3I
3I Investments
London Swie 5jd,
United Kingdom
|
-$31.2M |
| 3 |
Jennison Associates
New York
|
-$22M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$20.4M |
| 5 |
O
OrbiMed
New York
|
-$19.7M |
IQV Hedge Fund Activity: Q4 2013 in Review
142 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2013, worth a combined $4.84B — up 8.5% from $4.46B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IQV positions and 23 closed out — a net gain of 9 holders — while 47 added to existing stakes and 48 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $151M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $44.4M.
- 142 institutional investors held IQVIA (IQV) as of Q4 2013, up from 133 in Q3 2013.
- Funds reported $4.84B of IQVIA stock for Q4 2013, up 8.5% quarter-over-quarter.
- 32 funds opened new IQVIA positions in Q4 2013 and 23 closed out, a net change of +9 holders.
- The largest IQVIA buyer in Q4 2013 was Wellington Management Group, an estimated $151M added.
- The largest IQVIA seller in Q4 2013 was TPG Group Holdings (SBS) Advisors, an estimated $44.4M sold.
Based on aggregated 13F filings for Q4 2013.