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887 hedge funds and large institutions have $29.7B invested in IQVIA in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
51
Nordea Investment Management
Sweden
$113M -$1.09M -4,981 -0.8%
Goldman Sachs
52
Goldman Sachs
New York
$112M -$69.7M -317,965 -34%
Primecap Management
53
Primecap Management
California
$110M -$889K -4,060 -0.7%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$106M -$30.2M -138,065 -19%
Boston Partners
55
Boston Partners
Massachusetts
$106M +$7.52M +34,330 +6%
TG
56
TCW Group
California
$105M +$1.64M +7,484 +1%
Sands Capital Management
57
Sands Capital Management
Virginia
$97M -$1.64M -7,468 -1%
Truist Financial
58
Truist Financial
North Carolina
$91.6M +$44.9M +204,769 +68%
Stifel Financial
59
Stifel Financial
Missouri
$90.3M -$7.66M -34,951 -7%
Franklin Resources
60
Franklin Resources
California
$90.1M -$804K -3,669 -0.7%
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$88.6M -$102M -467,627 -49%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$88.1M +$19.7M +89,903 +23%
AIM
63
Artemis Investment Management
United Kingdom
$86.9M -$16M -73,054 -13%
Aviva
64
Aviva
United Kingdom
$84.1M -$7.97M -36,361 -7%
RJFSA
65
Raymond James Financial Services Advisors
Florida
$82.8M +$4.92M +22,464 +5%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$79.5M -$2.51M -11,453 -3%
Prudential Financial
67
Prudential Financial
New Jersey
$78.5M -$18.7M -85,317 -16%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$78.4M -$22.7M -103,550 -19%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$77.8M +$12.8M +58,373 +16%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$77.7M -$2.12M -9,680 -2%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$76.6M +$22.6M +103,213 +32%
Marshall Wace
72
Marshall Wace
United Kingdom
$75.7M +$77.9M +355,482 +571%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$74.6M -$4.16M -18,998 -4%
CS
74
Credit Suisse
Switzerland
$74.1M +$531K +2,422 +0.6%
JP Morgan Chase
75
JP Morgan Chase
New York
$73.8M +$1.36M +6,222 +2%

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.