IQVIA
585 hedge funds and large institutions have $21B invested in IQVIA in 2018 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 209 increasing their positions, 221 reducing their positions, and 62 closing their positions.
35% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 62
13% more funds holding in top 10
Funds holding in top 10: 31 → 35 (+4)
3% more funds holding
Funds holding: 567 → 585 (+18)
1.27% more ownership
Funds ownership: 89.88% → 91.15% (+1.3%)
5% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 221
12% less capital invested
Capital invested by funds: $23.7B → $21B (-$2.75B)
25% less call options, than puts
Call options by funds: $46.9M | Put options by funds: $62.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Melvin Capital Management
New York
|
+$166M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$149M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$143M |
| 4 |
UIM
USS Investment Management
London,
United Kingdom
|
+$140M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$433M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$192M |
| 3 |
EC
Eminence Capital
New York
|
-$151M |
| 4 |
FP
FPR Partners
San Francisco,
California
|
-$130M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$119M |
IQV Hedge Fund Activity: Q4 2018 in Review
585 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2018, worth a combined $21B — down 12% from $23.7B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new IQV positions and 62 closed out — a net gain of 22 holders — while 209 added to existing stakes and 221 trimmed.
The largest buyer was Melvin Capital Management, adding an estimated $166M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $433M.
- 585 institutional investors held IQVIA (IQV) as of Q4 2018, up from 567 in Q3 2018.
- Funds reported $21B of IQVIA stock for Q4 2018, down 12% quarter-over-quarter.
- 84 funds opened new IQVIA positions in Q4 2018 and 62 closed out, a net change of +22 holders.
- The largest IQVIA buyer in Q4 2018 was Melvin Capital Management, an estimated $166M added.
- The largest IQVIA seller in Q4 2018 was TPG Group Holdings (SBS) Advisors, an estimated $433M sold.
Based on aggregated 13F filings for Q4 2018.