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520 hedge funds and large institutions have $18.9B invested in IQVIA in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 188 increasing their positions, 176 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 51

38% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $11.7M

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

10% more funds holding

Funds holding: 472520 (+48)

7% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 176

0.74% less ownership

Funds ownership: 93.39%92.65% (-0.74%)

1% less capital invested

Capital invested by funds: $19.1B → $18.9B (-$233M)

Holders
520
Holders Change
+48
Holders Change %
+10.17%
% of All Funds
11.79%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.59%
New
102
Increased
188
Reduced
176
Closed
51
Calls
$16.1M
Puts
$11.7M
Net Calls
+$4.43M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
TGHSA
1
TPG Group Holdings (SBS) Advisors
Texas
$2.24B -$552M -5,419,971 -19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.58B -$771K -7,569 -0%
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$1.03B -$254M -2,499,269 -19%
LPC
4
Lone Pine Capital
Connecticut
$966M -$19.1M -187,448 -2%
BlackRock
5
BlackRock
New York
$943M +$77.5M +760,820 +9%
LP
6
Longview Partners
Guernsey
$928M +$26.1M +256,217 +3%
GCM
7
Glenview Capital Management
New York
$840M -$35.1M -344,421 -4%
State Street
8
State Street
Massachusetts
$605M +$42.3M +415,358 +7%
BCI
9
Bain Capital Investors
Massachusetts
$529M -$130M -1,280,484 -19%
JSP
10
Jackson Square Partners
California
$464M -$30.3M -297,416 -6%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$404M -$11.6M -113,553 -3%
EC
12
Eminence Capital
New York
$344M +$236M +2,322,804 +195%
LGP
13
Leonard Green & Partners
California
$331M -$81.5M -800,276 -19%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$314M -$71.8M -704,900 -18%
FCM
15
Farallon Capital Management
California
$290M -$14.8M -145,109 -5%
BC
16
Brahman Capital
New York
$287M -$139M -1,369,629 -32%
AllianceBernstein
17
AllianceBernstein
Tennessee
$253M -$2.38M -23,350 -0.9%
AQR Capital Management
18
AQR Capital Management
Connecticut
$238M +$163M +1,599,517 +193%
FP
19
FPR Partners
California
$230M -$28.9M -283,903 -11%
Goldman Sachs
20
Goldman Sachs
New York
$207M +$22.5M +220,549 +12%
HCM
21
Highline Capital Management
New York
$187M -$19.1M -187,300 -9%
Northern Trust
22
Northern Trust
Illinois
$176M -$1.93M -18,996 -1%
Morgan Stanley
23
Morgan Stanley
New York
$166M +$72.7M +714,516 +73%
Lazard Asset Management
24
Lazard Asset Management
New York
$158M +$11.4M +111,721 +7%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$157M -$33.3M -327,206 -17%

IQV Hedge Fund Activity: Q4 2017 in Review

520 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2017, worth a combined $18.9B — down 1.2% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IQV positions and 51 closed out — a net gain of 51 holders — while 188 added to existing stakes and 176 trimmed.

The largest buyer was Eminence Capital, adding an estimated $236M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $552M.

  • 520 institutional investors held IQVIA (IQV) as of Q4 2017, up from 472 in Q3 2017.
  • Funds reported $18.9B of IQVIA stock for Q4 2017, down 1.2% quarter-over-quarter.
  • 102 funds opened new IQVIA positions in Q4 2017 and 51 closed out, a net change of +51 holders.
  • The largest IQVIA buyer in Q4 2017 was Eminence Capital, an estimated $236M added.
  • The largest IQVIA seller in Q4 2017 was TPG Group Holdings (SBS) Advisors, an estimated $552M sold.

Based on aggregated 13F filings for Q4 2017.