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IQVIA
IQV

698 hedge funds and large institutions have $26.6B invested in IQVIA in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 307 increasing their positions, 224 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 52

37% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 224

10% more capital invested

Capital invested by funds: $24.2B → $26.6B (+$2.34B)

4% more funds holding in top 10

Funds holding in top 10: 26 → 27 (+1)

3% more funds holding

Funds holding: 679 → 698 (+19)

0.93% less ownership

Funds ownership: 89.46% → 88.53% (-0.93%)

39% less call options, than puts

Call options by funds: $48.8M | Put options by funds: $79.5M

Holders
698
Holders Change
+19
Holders Change %
+2.8%
% of All Funds
14.08%
Holding in Top 10
27
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.85%
% of All Funds
0.54%
New
73
Increased
307
Reduced
224
Closed
52
Calls
$48.8M
Puts
$79.5M
Net Calls
-$30.7M
Net Calls Change
+$6.78M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$135M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$105M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$105M
4
Ameriprise
Ameriprise
Minnesota
+$101M
5
DZ Bank
DZ Bank
Germany
+$94.2M

Top Sellers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
-$414M
2
JSP
Jackson Square Partners
California
-$232M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$162M
4
A
AustralianSuper
Australia
-$136M
5
Victory Capital Management
Victory Capital Management
Texas
-$110M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$245M -$23.4M -149,145 -9%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$226M +$11.5M +73,139 +5%
Citadel Advisors
28
Citadel Advisors
Florida
$221M +$33.4M +213,135 +18%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$208M +$6.15M +39,254 +3%
Legal & General Group
30
Legal & General Group
United Kingdom
$182M -$956K -6,100 -0.5%
KCM
31
Kensico Capital Management
Connecticut
$179M +$37.9M +241,900 +27%
MWNA
32
Marshall Wace North America
New York
$162M +$56.1M +358,170 +54%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$150M – – –
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$149M +$2.48M +15,806 +2%
Charles Schwab
35
Charles Schwab
California
$146M +$17.2M +109,549 +13%
Ameriprise
36
Ameriprise
Minnesota
$146M +$101M +641,564 +225%
Ninety One (UK)
37
Ninety One (UK)
United Kingdom
$143M -$6.44M -41,086 -4%
UBS AM
38
UBS AM
Illinois
$141M +$45.9M +292,880 +49%
Allianz Asset Management
39
Allianz Asset Management
Germany
$141M +$105M +672,267 +302%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$140M -$362K -2,309 -0.3%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$136M +$7.54M +48,120 +6%
SCM
42
Suvretta Capital Management
New York
$133M -$15.4M -98,090 -10%
HM
43
HealthCor Management
New York
$133M +$46.4M +295,950 +54%
JFL
44
Jarislowsky, Fraser Ltd
Quebec, Canada
$126M +$804K +5,129 +0.6%
EC
45
Eminence Capital
New York
$125M +$3.53M +22,526 +3%
Macquarie Group
46
Macquarie Group
Australia
$122M -$36.2M -230,938 -23%
Goldman Sachs
47
Goldman Sachs
New York
$122M -$69.7M -444,863 -37%
Bank of America
48
Bank of America
North Carolina
$120M +$26.8M +170,824 +29%
Impax Asset Management Group
49
Impax Asset Management Group
United Kingdom
$119M +$17.9M +114,402 +18%
Swiss National Bank
50
Swiss National Bank
Switzerland
$117M -$3.01M -19,200 -3%
1
2
3 4 5

IQV Hedge Fund Activity: Q3 2020 in Review

698 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2020, worth a combined $26.6B — up 9.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IQV positions and 52 closed out — a net gain of 21 holders — while 307 added to existing stakes and 224 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $135M. The largest seller was TPG Group Holdings (SBS) Advisors, exiting entirely with an estimated $414M sold.

  • 698 institutional investors held IQVIA (IQV) as of Q3 2020, up from 679 in Q2 2020.
  • Funds reported $26.6B of IQVIA stock for Q3 2020, up 9.7% quarter-over-quarter.
  • 73 funds opened new IQVIA positions in Q3 2020 and 52 closed out, a net change of +21 holders.
  • The largest IQVIA buyer in Q3 2020 was Fidelity Investments, an estimated $135M added.
  • The largest IQVIA seller in Q3 2020 was TPG Group Holdings (SBS) Advisors, an estimated $414M sold.

Based on aggregated 13F filings for Q3 2020.