IQVIA
195 hedge funds and large institutions have $5.64B invested in IQVIA in 2014 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 49 reducing their positions, and 31 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 49
55% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 31
10% more funds holding
Funds holding: 178 → 195 (+17)
4% more capital invested
Capital invested by funds: $5.43B → $5.64B (+$210M)
1.02% less ownership
Funds ownership: 82.34% → 81.31% (-1%)
15% less call options, than puts
Call options by funds: $1.95M | Put options by funds: $2.29M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$62.5M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$32.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$24.6M |
| 5 |
State Street
Boston,
Massachusetts
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$166M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$63.1M |
| 3 |
AC
Aisling Capital
New York
|
-$58.6M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$23.3M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$21.7M |
IQV Hedge Fund Activity: Q2 2014 in Review
195 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2014, worth a combined $5.64B — up 3.9% from $5.43B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new IQV positions and 31 closed out — a net gain of 17 holders — while 79 added to existing stakes and 49 trimmed.
The largest buyer was Systematic Financial Management, opening a new position worth an estimated $62.5M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $166M.
- 195 institutional investors held IQVIA (IQV) as of Q2 2014, up from 178 in Q1 2014.
- Funds reported $5.64B of IQVIA stock for Q2 2014, up 3.9% quarter-over-quarter.
- 48 funds opened new IQVIA positions in Q2 2014 and 31 closed out, a net change of +17 holders.
- The largest IQVIA buyer in Q2 2014 was Systematic Financial Management, an estimated $62.5M added.
- The largest IQVIA seller in Q2 2014 was TPG Group Holdings (SBS) Advisors, an estimated $166M sold.
Based on aggregated 13F filings for Q2 2014.