IQVIA
284 hedge funds and large institutions have $7.16B invested in IQVIA in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 124 increasing their positions, 81 reducing their positions, and 23 closing their positions.
91% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 23
53% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 81
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
13% more capital invested
Capital invested by funds: $6.31B → $7.16B (+$844M)
7% more funds holding
Funds holding: 265 → 284 (+19)
1.16% less ownership
Funds ownership: 86.8% → 85.64% (-1.2%)
16% less call options, than puts
Call options by funds: $3.09M | Put options by funds: $3.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$29.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$26.4M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$22.3M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$21.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$97M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$52.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.5M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$34.1M |
| 5 |
GAM
Gotham Asset Management
New York
|
-$21.7M |
IQV Hedge Fund Activity: Q1 2015 in Review
284 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2015, worth a combined $7.16B — up 13% from $6.31B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new IQV positions and 23 closed out — a net gain of 21 holders — while 124 added to existing stakes and 81 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $29.5M. The largest seller was Lord, Abbett & Co, cutting an estimated $97M.
- 284 institutional investors held IQVIA (IQV) as of Q1 2015, up from 265 in Q4 2014.
- Funds reported $7.16B of IQVIA stock for Q1 2015, up 13% quarter-over-quarter.
- 44 funds opened new IQVIA positions in Q1 2015 and 23 closed out, a net change of +21 holders.
- The largest IQVIA buyer in Q1 2015 was First Trust Advisors, an estimated $29.5M added.
- The largest IQVIA seller in Q1 2015 was Lord, Abbett & Co, an estimated $97M sold.
Based on aggregated 13F filings for Q1 2015.