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923 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 354 increasing their positions, 342 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 65

32% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $61.4M

20.08% more ownership

Funds ownership: 87.49%107.57% (+20%)

4% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 342

0% more funds holding

Funds holding: 922923 (+1)

2% less capital invested

Capital invested by funds: $33.2B → $32.5B (-$702M)

21% less funds holding in top 10

Funds holding in top 10: 2419 (-5)

Holders
923
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
354
Reduced
342
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
Putnam Investments
Massachusetts
$108M +$29.1M +136,107 +34%
JP Morgan Chase
52
JP Morgan Chase
New York
$106M +$18.3M +85,531 +19%
Royal London Asset Management
53
Royal London Asset Management
United Kingdom
$102M -$20.6M -96,264 -16%
Stifel Financial
54
Stifel Financial
Missouri
$102M -$293K -1,371 -0.3%
Ninety One (UK)
55
Ninety One (UK)
United Kingdom
$99.4M -$22.1M -103,235 -17%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$99.1M +$2.8M +13,120 +3%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$96.9M -$48.9K -229 -0%
Aviva
58
Aviva
United Kingdom
$96.7M +$1.45M +6,761 +1%
Franklin Resources
59
Franklin Resources
California
$96.4M -$1.04M -4,847 -1%
DFO
60
Duquesne Family Office
New York
$94.4M +$101M +474,500 New
Truist Financial
61
Truist Financial
North Carolina
$91.6M -$4.44M -20,755 -4%
Boston Partners
62
Boston Partners
Massachusetts
$90.8M -$28.8M -134,715 -23%
Ensign Peak Advisors
63
Ensign Peak Advisors
Utah
$90.6M +$3.43M +16,052 +4%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$89.5M +$4.17M +19,504 +5%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$89M -$10.8M -50,644 -10%
Two Sigma Investments
66
Two Sigma Investments
New York
$88.9M +$69.6M +325,860 +269%
NCMU
67
NAYA Capital Management (UK)
United Kingdom
$85.5M -$108M -506,654 -54%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$81.9M -$15.3M -71,399 -15%
Deutsche Bank
69
Deutsche Bank
Germany
$80.3M -$10.4M -48,477 -11%
Janus Henderson Group
70
Janus Henderson Group
United Kingdom
$79.9M -$1.11M -5,210 -1%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$79.7M +$44.7M +209,248 +109%
CS
72
Credit Suisse
Switzerland
$77.2M -$4.98M -23,277 -6%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$76.2M +$46.1M +215,550 +129%
Mackenzie Financial
74
Mackenzie Financial
Ontario, Canada
$76.1M -$1.61M -7,518 -2%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$73M -$14M -65,432 -15%

IQV Hedge Fund Activity: Q1 2023 in Review

923 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2023, worth a combined $32.5B — down 2.1% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 65 closed out — a net gain of 21 holders — while 354 added to existing stakes and 342 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $238M. The largest seller was DZ Bank, cutting an estimated $149M.

  • 923 institutional investors held IQVIA (IQV) as of Q1 2023, up from 922 in Q4 2022.
  • Funds reported $32.5B of IQVIA stock for Q1 2023, down 2.1% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q1 2023 and 65 closed out, a net change of +21 holders.
  • The largest IQVIA buyer in Q1 2023 was Fidelity Investments, an estimated $238M added.
  • The largest IQVIA seller in Q1 2023 was DZ Bank, an estimated $149M sold.

Based on aggregated 13F filings for Q1 2023.