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930 hedge funds and large institutions have $36.3B invested in IQVIA in 2023 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 345 increasing their positions, 344 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 85

12% more capital invested

Capital invested by funds: $32.5B → $36.3B (+$3.81B)

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

1% more funds holding

Funds holding: 923930 (+7)

0% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 344

18% less call options, than puts

Call options by funds: $63.7M | Put options by funds: $77.7M

20.44% less ownership

Funds ownership: 107.57%87.14% (-20%)

Holders
930
Holders Change
+7
Holders Change %
+0.76%
% of All Funds
14.6%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.31%
New
97
Increased
345
Reduced
344
Closed
85
Calls
$63.7M
Puts
$77.7M
Net Calls
-$14M
Net Calls Change
-$33.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
51
TCW Group
California
$128M -$2.82M -14,042 -2%
Sands Capital Management
52
Sands Capital Management
Virginia
$122M -$2.27M -11,326 -2%
Royal London Asset Management
53
Royal London Asset Management
United Kingdom
$116M +$1.09M +5,426 +1%
Stifel Financial
54
Stifel Financial
Missouri
$114M -$586K -2,920 -0.6%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$113M +$18.7M +93,181 +23%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$113M +$717K +3,573 +0.7%
Ninety One (UK)
57
Ninety One (UK)
United Kingdom
$112M -$530K -2,638 -0.5%
Aviva
58
Aviva
United Kingdom
$110M +$650K +3,237 +0.7%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M -$667K -3,320 -0.7%
Franklin Resources
60
Franklin Resources
California
$108M -$810K -4,032 -0.8%
Truist Financial
61
Truist Financial
North Carolina
$106M +$2.08M +10,374 +2%
Ensign Peak Advisors
62
Ensign Peak Advisors
Utah
$103M +$518K +2,578 +0.6%
Boston Partners
63
Boston Partners
Massachusetts
$103M +$231K +1,151 +0.3%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$102M +$533K +2,655 +0.6%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$99.8M +$12.2M +60,761 +16%
Deutsche Bank
66
Deutsche Bank
Germany
$97.1M +$5.65M +28,125 +7%
DWA
67
Douglass Winthrop Advisors
New York
$94.6M +$20M +99,476 +31%
UBS Group
68
UBS Group
Switzerland
$90.4M +$9.3M +46,319 +13%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$87.4M +$52.9M +263,686 +210%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$87.4M -$11.9M -59,266 -13%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$83.8M +$2.71M +13,504 +4%
SCM
72
Steadfast Capital Management
New York
$81.9M +$73.1M +364,300 New
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$79.4M -$2.82M -14,049 -4%
National Pension Service
74
National Pension Service
South Korea
$78M +$10.7M +53,337 +18%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$76.7M +$31.5M +156,972 +85%

IQV Hedge Fund Activity: Q2 2023 in Review

930 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2023, worth a combined $36.3B — up 12% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IQV positions and 85 closed out — a net gain of 12 holders — while 345 added to existing stakes and 344 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $321M. The largest seller was OFI Invest Asset Management, cutting an estimated $7.3B.

  • 930 institutional investors held IQVIA (IQV) as of Q2 2023, up from 923 in Q1 2023.
  • Funds reported $36.3B of IQVIA stock for Q2 2023, up 12% quarter-over-quarter.
  • 97 funds opened new IQVIA positions in Q2 2023 and 85 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q2 2023 was Harris Associates, an estimated $321M added.
  • The largest IQVIA seller in Q2 2023 was OFI Invest Asset Management, an estimated $7.3B sold.

Based on aggregated 13F filings for Q2 2023.