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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
PFO
726
Pathstone Family Office
New Jersey
– -$177K -1,250 Closed
Credit Agricole
727
Credit Agricole
France
– -$156K -1,099 Closed
SF
728
Synovus Financial
Georgia
– -$121K -840 Closed
WFMPM
729
Woodley Farra Manion Portfolio Management
Indiana
– -$105K -740 Closed
CAN
730
Cetera Advisor Networks
California
– -$80K -562 Closed
PI
731
PineBridge Investments
New York
– -$74K -519 Closed
PA
732
Procyon Advisors
Connecticut
– -$59K -414 Closed
CG
733
Cutler Group
California
– -$51.7K -330 Closed
NICM
734
Neo Ivy Capital Management
New York
– -$46K -327 Closed
KPW
735
Kore Private Wealth
New York
– -$42K -301 Closed
ACA
736
Atlas Capital Advisors
Wyoming
– -$41.1K -290 Closed
CFG
737
Citizens Financial Group
Rhode Island
– -$36K -258 Closed
RWB
738
RMR Wealth Builders
New Jersey
– -$25K -173 Closed
RIM
739
Rockbridge Investment Management
New York
– -$24K -172 Closed
OSNBOA
740
Old Second National Bank of Aurora
Illinois
– -$23K -163 Closed
HIIFS
741
Harel Insurance Investments & Financial Services
Israel
– -$14K -100 Closed
BL
742
Balentine LLC
Georgia
– -$7K -51 Closed
AF
743
Advisornet Financial
Minnesota
– -$3K -20 Closed
EWP
744
Engrave Wealth Partners
Texas
– -$2K -19 Closed
RWA
745
Ropes Wealth Advisors
Massachusetts
– -$2K -13 Closed
HF
746
Halpern Financial
Virginia
– -$1.7K -12 Closed
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
– -$1K -9 Closed
AWM
748
Apollon Wealth Management
South Carolina
– -$1K -8 Closed
CB
749
CNB Bank
Pennsylvania
– -$1K -4 Closed
26 27 28 29
30

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.