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265 hedge funds and large institutions have $6.31B invested in IQVIA in 2014 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 104 increasing their positions, 73 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 15

42% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 73

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more funds holding

Funds holding: 222265 (+43)

7% more capital invested

Capital invested by funds: $5.92B → $6.31B (+$391M)

3.38% more ownership

Funds ownership: 83.42%86.8% (+3.4%)

4% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $2.69M

Holders
265
Holders Change
+43
Holders Change %
+19.37%
% of All Funds
7.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
61
Increased
104
Reduced
73
Closed
15
Calls
$2.79M
Puts
$2.69M
Net Calls
+$100K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$920M -$225M -3,945,259 -20%
TGHSA
2
TPG Group Holdings (SBS) Advisors
Texas
$660M -$161M -2,829,017 -20%
3I
3
3I Investments
United Kingdom
$574M -$141M -2,463,203 -20%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$398M -$54.7M -959,016 -12%
AllianceBernstein
5
AllianceBernstein
Tennessee
$396M -$13.7M -240,435 -3%
Temasek Holdings
6
Temasek Holdings
Singapore
$376M
Vanguard Group
7
Vanguard Group
Pennsylvania
$322M +$19.6M +342,700 +7%
Lazard Asset Management
8
Lazard Asset Management
New York
$255M +$26.7M +468,720 +12%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$160M -$19.7M -344,634 -11%
Capital World Investors
10
Capital World Investors
California
$141M +$137M +2,395,000 New
First Trust Advisors
11
First Trust Advisors
Illinois
$115M +$74.6M +1,307,965 +202%
BIT
12
BlackRock Institutional Trust
California
$95.7M +$8.89M +155,878 +11%
Franklin Resources
13
Franklin Resources
California
$94.5M +$12.1M +211,235 +15%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$91.5M +$16.6M +290,473 +23%
SFM
15
Systematic Financial Management
New Jersey
$82.7M +$24.5M +429,195 +44%
Wells Fargo
16
Wells Fargo
California
$70M -$46.9M -821,898 -41%
William Blair & Company
17
William Blair & Company
Illinois
$67.4M +$21.7M +380,575 +50%
State Street
18
State Street
Massachusetts
$66.7M +$933K +16,353 +1%
Citadel Advisors
19
Citadel Advisors
Florida
$56.7M +$45.1M +789,625 +457%
BCPEM
20
Bain Capital Public Equity Management
Massachusetts
$56.6M -$13.8M -242,634 -20%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$49.8M +$47.9M +839,319 +12,915%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$44.2M +$5.71M +100,000 +15%
GAM
23
Gotham Asset Management
New York
$44M +$15.4M +269,644 +56%
Morgan Stanley
24
Morgan Stanley
New York
$41.7M +$18.7M +328,086 +86%
Deutsche Bank
25
Deutsche Bank
Germany
$41M +$20.1M +352,560 +103%

IQV Hedge Fund Activity: Q4 2014 in Review

265 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2014, worth a combined $6.31B — up 6.6% from $5.92B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IQV positions and 15 closed out — a net gain of 46 holders — while 104 added to existing stakes and 73 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $137M. The largest seller was Bain Capital Investors, cutting an estimated $225M.

  • 265 institutional investors held IQVIA (IQV) as of Q4 2014, up from 222 in Q3 2014.
  • Funds reported $6.31B of IQVIA stock for Q4 2014, up 6.6% quarter-over-quarter.
  • 61 funds opened new IQVIA positions in Q4 2014 and 15 closed out, a net change of +46 holders.
  • The largest IQVIA buyer in Q4 2014 was Capital World Investors, an estimated $137M added.
  • The largest IQVIA seller in Q4 2014 was Bain Capital Investors, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2014.