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644 hedge funds and large institutions have $25.7B invested in IQVIA in 2019 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 225 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 37

23% more capital invested

Capital invested by funds: $20.9B → $25.7B (+$4.78B)

10% more funds holding

Funds holding: 584644 (+60)

6% more funds holding in top 10

Funds holding in top 10: 3537 (+2)

7% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 225

1% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $44M

0.03% less ownership

Funds ownership: 91.15%91.11% (-0.03%)

Holders
644
Holders Change
+60
Holders Change %
+10.27%
% of All Funds
13.94%
Holding in Top 10
37
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.71%
% of All Funds
0.8%
New
105
Increased
241
Reduced
225
Closed
37
Calls
$44.3M
Puts
$44M
Net Calls
+$375K
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.58B +$5.18M +38,847 +0.2%
BlackRock
2
BlackRock
New York
$1.77B +$175M +1,313,508 +12%
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$1.23B -$539M -4,044,480 -32%
LPC
4
Lone Pine Capital
Connecticut
$1.11B
State Street
5
State Street
Massachusetts
$970M +$33.6M +251,835 +4%
LP
6
Longview Partners
Guernsey
$894M -$416M -3,118,116 -33%
JSP
7
Jackson Square Partners
California
$859M -$21.2M -158,997 -3%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$850M
Fidelity Investments
9
Fidelity Investments
Massachusetts
$773M +$154M +1,158,248 +27%
GCM
10
Glenview Capital Management
New York
$563M -$194M -1,452,425 -27%
AQR Capital Management
11
AQR Capital Management
Connecticut
$520M +$74.8M +561,276 +18%
AllianceBernstein
12
AllianceBernstein
Tennessee
$450M +$13.2M +98,676 +3%
Morgan Stanley
13
Morgan Stanley
New York
$441M +$229M +1,716,662 +127%
Capital Research Global Investors
14
Capital Research Global Investors
California
$440M -$267 -2 -0%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$438M -$35.4M -265,764 -8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$338M +$29.3M +220,049 +10%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$325M -$9.51M -71,369 -3%
FCM
18
Farallon Capital Management
California
$310M -$142M -1,061,713 -33%
EC
19
Eminence Capital
New York
$307M -$28.6M -214,466 -9%
BCI
20
Bain Capital Investors
Massachusetts
$290M -$127M -955,520 -32%
SCM
21
Steadfast Capital Management
New York
$287M -$88.1M -661,212 -25%
Lazard Asset Management
22
Lazard Asset Management
New York
$279M -$1.91M -14,362 -0.7%
MCM
23
Melvin Capital Management
New York
$272M -$31.2M -233,693 -11%
UIM
24
USS Investment Management
United Kingdom
$262M
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$258M +$51.4M +385,264 +27%

IQV Hedge Fund Activity: Q1 2019 in Review

644 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2019, worth a combined $25.7B — up 23% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new IQV positions and 37 closed out — a net gain of 68 holders — while 241 added to existing stakes and 225 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $229M. The largest seller was TPG Group Holdings (SBS) Advisors, cutting an estimated $539M.

  • 644 institutional investors held IQVIA (IQV) as of Q1 2019, up from 584 in Q4 2018.
  • Funds reported $25.7B of IQVIA stock for Q1 2019, up 23% quarter-over-quarter.
  • 105 funds opened new IQVIA positions in Q1 2019 and 37 closed out, a net change of +68 holders.
  • The largest IQVIA buyer in Q1 2019 was Morgan Stanley, an estimated $229M added.
  • The largest IQVIA seller in Q1 2019 was TPG Group Holdings (SBS) Advisors, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2019.