IQVIA
344 hedge funds and large institutions have $6.91B invested in IQVIA in 2016 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 111 reducing their positions, and 44 closing their positions.
136% more call options, than puts
Call options by funds: $3.48M | Put options by funds: $1.48M
28% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 111
20% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 44
2% more funds holding
Funds holding: 337 → 344 (+7)
2.07% more ownership
Funds ownership: 86.72% → 88.79% (+2.1%)
6% less capital invested
Capital invested by funds: $7.33B → $6.91B (-$422M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$87M |
| 2 |
Jennison Associates
New York
|
+$68.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$34M |
| 4 |
Renaissance Technologies
New York
|
+$30.7M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$235M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$119M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$45M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$29.4M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$28.8M |
IQV Hedge Fund Activity: Q1 2016 in Review
344 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2016, worth a combined $6.91B — down 5.8% from $7.33B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new IQV positions and 44 closed out — a net gain of 9 holders — while 142 added to existing stakes and 111 trimmed.
The largest buyer was Columbia Wanger Asset Management, opening a new position worth an estimated $87M. The largest seller was Wellington Management Group, cutting an estimated $235M.
- 344 institutional investors held IQVIA (IQV) as of Q1 2016, up from 337 in Q4 2015.
- Funds reported $6.91B of IQVIA stock for Q1 2016, down 5.8% quarter-over-quarter.
- 53 funds opened new IQVIA positions in Q1 2016 and 44 closed out, a net change of +9 holders.
- The largest IQVIA buyer in Q1 2016 was Columbia Wanger Asset Management, an estimated $87M added.
- The largest IQVIA seller in Q1 2016 was Wellington Management Group, an estimated $235M sold.
Based on aggregated 13F filings for Q1 2016.