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652 hedge funds and large institutions have $28.6B invested in IQVIA in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 218 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $131M | Put options by funds: $48M

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

24% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 218

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

11% more capital invested

Capital invested by funds: $25.7B → $28.6B (+$2.88B)

1% more funds holding

Funds holding: 644652 (+8)

0.88% less ownership

Funds ownership: 91.11%90.23% (-0.88%)

Holders
652
Holders Change
+8
Holders Change %
+1.24%
% of All Funds
14.16%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.93%
New
78
Increased
271
Reduced
218
Closed
62
Calls
$131M
Puts
$48M
Net Calls
+$83.2M
Net Calls Change
+$82.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.95B +$49.5M +352,839 +2%
BlackRock
2
BlackRock
New York
$2.16B +$161M +1,146,138 +9%
TGHSA
3
TPG Group Holdings (SBS) Advisors
Texas
$1.37B
State Street
4
State Street
Massachusetts
$1.09B +$4.63M +32,997 +0.5%
LPC
5
Lone Pine Capital
Connecticut
$995M -$214M -1,522,232 -20%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$950M
JSP
7
Jackson Square Partners
California
$907M -$47M -334,972 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$856M -$8.26M -58,849 -1%
GCM
9
Glenview Capital Management
New York
$623M -$5.4M -38,484 -1%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$584M +$82.5M +588,179 +19%
AllianceBernstein
11
AllianceBernstein
Tennessee
$561M +$50.8M +361,966 +12%
Capital Research Global Investors
12
Capital Research Global Investors
California
$492M +$307K +2,188 +0.1%
AQR Capital Management
13
AQR Capital Management
Connecticut
$439M -$118M -838,786 -23%
FCM
14
Farallon Capital Management
California
$415M +$59.1M +421,416 +20%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$379M +$1.36M +9,714 +0.4%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$342M +$46.5M +331,390 +18%
Ninety One (UK)
17
Ninety One (UK)
United Kingdom
$340M +$297M +2,115,533 New
Invesco
18
Invesco
Georgia
$334M +$73.2M +521,729 +34%
Morgan Stanley
19
Morgan Stanley
New York
$328M -$144M -1,026,341 -34%
BCI
20
Bain Capital Investors
Massachusetts
$324M
SCM
21
Steadfast Capital Management
New York
$312M -$7.8M -55,629 -3%
Lazard Asset Management
22
Lazard Asset Management
New York
$298M -$13M -92,777 -5%
Northern Trust
23
Northern Trust
Illinois
$295M +$9.93M +70,776 +4%
UIM
24
USS Investment Management
United Kingdom
$293M
Norges Bank
25
Norges Bank
Norway
$265M +$10.5M +74,838 +5%

IQV Hedge Fund Activity: Q2 2019 in Review

652 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2019, worth a combined $28.6B — up 11% from $25.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IQV positions and 62 closed out — a net gain of 16 holders — while 271 added to existing stakes and 218 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $297M. The largest seller was Longview Partners, exiting entirely with an estimated $894M sold.

  • 652 institutional investors held IQVIA (IQV) as of Q2 2019, up from 644 in Q1 2019.
  • Funds reported $28.6B of IQVIA stock for Q2 2019, up 11% quarter-over-quarter.
  • 78 funds opened new IQVIA positions in Q2 2019 and 62 closed out, a net change of +16 holders.
  • The largest IQVIA buyer in Q2 2019 was Ninety One (UK), an estimated $297M added.
  • The largest IQVIA seller in Q2 2019 was Longview Partners, an estimated $894M sold.

Based on aggregated 13F filings for Q2 2019.