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402 hedge funds and large institutions have $16.7B invested in IQVIA in 2016 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 168 increasing their positions, 102 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,386% more call options, than puts

Call options by funds: $41.1M | Put options by funds: $1.18M

156% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 43

129% more funds holding in top 10

Funds holding in top 10: 716 (+9)

85% more capital invested

Capital invested by funds: $9.07B → $16.7B (+$7.67B)

65% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 102

18% more funds holding

Funds holding: 342402 (+60)

5.37% less ownership

Funds ownership: 94.75%89.38% (-5.4%)

Holders
402
Holders Change
+60
Holders Change %
+17.54%
% of All Funds
10.05%
Holding in Top 10
16
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+128.57%
% of All Funds
0.4%
New
110
Increased
168
Reduced
102
Closed
43
Calls
$41.1M
Puts
$1.18M
Net Calls
+$39.9M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$3.78B +$3.26B +42,521,023 +596%
Canada Pension Plan Investment Board
2
Canada Pension Plan Investment Board
Ontario, Canada
$1.48B +$1.37B +17,839,281 +1,137%
Vanguard Group
3
Vanguard Group
Pennsylvania
$943M +$342M +4,464,476 +56%
BCI
4
Bain Capital Investors
Massachusetts
$756M
LP
5
Longview Partners
Guernsey
$644M +$650M +8,472,766 New
JHIU
6
Janus Henderson Investors US
Colorado
$590M +$320M +4,179,371 +117%
LGP
7
Leonard Green & Partners
California
$558M +$562M +7,331,209 New
GCM
8
Glenview Capital Management
New York
$527M +$272M +3,545,713 +105%
BC
9
Brahman Capital
New York
$426M +$186M +2,429,236 +76%
JSP
10
Jackson Square Partners
California
$395M +$93.6M +1,220,391 +31%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$355M +$161M +2,095,292 +82%
BIT
12
BlackRock Institutional Trust
California
$284M +$102M +1,326,760 +55%
AllianceBernstein
13
AllianceBernstein
Tennessee
$279M -$17.1M -222,797 -6%
FCM
14
Farallon Capital Management
California
$276M +$279M +3,634,880 New
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$271M +$263M +3,428,778 +2,630%
Lazard Asset Management
16
Lazard Asset Management
New York
$228M -$163M -2,128,723 -41%
State Street
17
State Street
Massachusetts
$211M +$83.7M +1,091,300 +65%
SCM
18
Steadfast Capital Management
New York
$205M +$72.1M +940,035 +54%
Harris Associates
19
Harris Associates
Illinois
$189M -$30.2M -394,194 -14%
Norges Bank
20
Norges Bank
Norway
$182M +$105M +1,364,667 +132%
Goldman Sachs
21
Goldman Sachs
New York
$159M -$49.2M -641,018 -23%
VM
22
Valinor Management
New York
$138M +$139M +1,810,563 New
Macquarie Group
23
Macquarie Group
Australia
$136M +$40.2M +524,559 +41%
HCM
24
Highline Capital Management
New York
$135M +$33.8M +440,268 +33%
BFA
25
BlackRock Fund Advisors
California
$130M +$57.1M +745,278 +78%

IQV Hedge Fund Activity: Q4 2016 in Review

402 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2016, worth a combined $16.7B — up 85% from $9.07B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IQV positions and 43 closed out — a net gain of 67 holders — while 168 added to existing stakes and 102 trimmed.

The largest buyer was TPG Group Holdings (SBS) Advisors, adding an estimated $3.26B. The largest seller was Winslow Capital Management, cutting an estimated $239M.

  • 402 institutional investors held IQVIA (IQV) as of Q4 2016, up from 342 in Q3 2016.
  • Funds reported $16.7B of IQVIA stock for Q4 2016, up 85% quarter-over-quarter.
  • 110 funds opened new IQVIA positions in Q4 2016 and 43 closed out, a net change of +67 holders.
  • The largest IQVIA buyer in Q4 2016 was TPG Group Holdings (SBS) Advisors, an estimated $3.26B added.
  • The largest IQVIA seller in Q4 2016 was Winslow Capital Management, an estimated $239M sold.

Based on aggregated 13F filings for Q4 2016.