IQVIA
178 hedge funds and large institutions have $5.43B invested in IQVIA in 2014 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 76 increasing their positions, 39 reducing their positions, and 11 closing their positions.
336% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 11
95% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 39
25% more funds holding
Funds holding: 142 → 178 (+36)
12% more capital invested
Capital invested by funds: $4.84B → $5.43B (+$594M)
1.4% more ownership
Funds ownership: 80.93% → 82.34% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
78% less call options, than puts
Call options by funds: $2.73M | Put options by funds: $12.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$157M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$126M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$98.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$94.1M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$60.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Bain Capital Investors
Boston,
Massachusetts
|
-$220M |
| 2 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$207M |
| 3 |
3I
3I Investments
London Swie 5jd,
United Kingdom
|
-$146M |
| 4 |
Temasek Holdings
Singapore
|
-$76.1M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$37.5M |
IQV Hedge Fund Activity: Q1 2014 in Review
178 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2014, worth a combined $5.43B — up 12% from $4.84B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IQV positions and 11 closed out — a net gain of 37 holders — while 76 added to existing stakes and 39 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $157M. The largest seller was Bain Capital Investors, cutting an estimated $220M.
- 178 institutional investors held IQVIA (IQV) as of Q1 2014, up from 142 in Q4 2013.
- Funds reported $5.43B of IQVIA stock for Q1 2014, up 12% quarter-over-quarter.
- 48 funds opened new IQVIA positions in Q1 2014 and 11 closed out, a net change of +37 holders.
- The largest IQVIA buyer in Q1 2014 was Lazard Asset Management, an estimated $157M added.
- The largest IQVIA seller in Q1 2014 was Bain Capital Investors, an estimated $220M sold.
Based on aggregated 13F filings for Q1 2014.