We are live on ! Find out more

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: 2627 (+1)

3% more funds holding

Funds holding: 679698 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
51
Boston Partners
Massachusetts
$116M -$17.2M -109,828 -13%
MIS
52
Morningstar Investment Services
Illinois
$107M +$8.42M +53,740 +8%
State of Wisconsin Investment Board
53
State of Wisconsin Investment Board
Wisconsin
$99.1M -$16.4M -104,697 -14%
BCI
54
Bain Capital Investors
Massachusetts
$97.3M
RJA
55
Raymond James & Associates
Florida
$97M +$2.76M +17,638 +3%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$95M -$11.3M -72,182 -11%
First Trust Advisors
57
First Trust Advisors
Illinois
$86.6M +$7.88M +50,280 +10%
UIM
58
USS Investment Management
United Kingdom
$79.9M
Franklin Resources
59
Franklin Resources
California
$79.5M +$2.06M +13,162 +3%
Korea Investment Corp
60
Korea Investment Corp
South Korea
$77.7M +$7.8M +49,800 +11%
EAM
61
Eagle Asset Management
Florida
$76.8M -$341K -2,178 -0.4%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$75.8M +$4.71M +30,069 +7%
Wells Fargo
63
Wells Fargo
California
$74.3M +$4.01M +25,578 +6%
GH
64
Grosvenor Holdings
Illinois
$74.3M -$11.4M -73,000 -13%
Jennison Associates
65
Jennison Associates
New York
$71.5M +$10.7M +68,446 +18%
BC
66
Brahman Capital
New York
$71.1M -$21.3M -135,867 -23%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$69.3M +$1.71M +10,890 +3%
Nordea Investment Management
68
Nordea Investment Management
Sweden
$69M -$62.8M -400,580 -48%
AAMU
69
Amundi Asset Management US
Massachusetts
$67.9M +$16M +101,792 +31%
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$67.7M +$947K +6,042 +1%
GCM
71
Glenview Capital Management
New York
$66M -$20.7M -132,273 -24%
PPA
72
Parametric Portfolio Associates
Washington
$66M +$4.1M +26,163 +7%
JP Morgan Chase
73
JP Morgan Chase
New York
$64.7M +$20.4M +130,396 +45%
Stifel Financial
74
Stifel Financial
Missouri
$64.1M +$42.1M +268,418 +194%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$62.1M -$439K -2,801 -0.7%

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.