IQVIA
774 hedge funds and large institutions have $32.5B invested in IQVIA in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 313 increasing their positions, 250 reducing their positions, and 63 closing their positions.
37% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 63
25% more repeat investments, than reductions
Existing positions increased: 313 | Existing positions reduced: 250
8% more capital invested
Capital invested by funds: $30.1B → $32.5B (+$2.35B)
2% more funds holding
Funds holding: 760 → 774 (+14)
0.04% more ownership
Funds ownership: 87.75% → 87.8% (+0.04%)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
40% less call options, than puts
Call options by funds: $70.8M | Put options by funds: $118M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cantillon Capital Management
New York
|
+$179M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$158M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$155M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$113M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$93.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$226M |
| 2 |
D.E. Shaw & Co
New York
|
-$93.4M |
| 3 |
SCM
Steadfast Capital Management
New York
|
-$86.9M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$83.2M |
| 5 |
HM
HealthCor Management
New York
|
-$75.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
826
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$9K | -50 | Closed |
|
|
FFG
827
Fortem Financial Group
Palm Desert,
California
| – | -$5K | -28 | Closed |
|
|
CCA
828
Childress Capital Advisors
Houston,
Texas
| – | -$5K | -27 | Closed |
|
|
BAM
829
Barrett Asset Management
New York
| – | -$4K | -25 | Closed |
|
|
NSB
830
Norway Savings Bank
Portland,
Maine
| – | -$4K | -21 | Closed |
|
|
CB
831
CNB Bank
Clearfield,
Pennsylvania
| – | -$3K | -16 | Closed |
|
|
AWG
832
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$2K | -13 | Closed |
|
833
AssetMark Inc
Concord,
California
| – | -$2K | -12 | Closed |
|
|
BWA
834
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$2K | -11 | Closed |
|
|
DWP
835
Destiny Wealth Partners
Tavares,
Florida
| – | -$2K | -10 | Closed |
|
|
TI
836
tru Independence
Portland,
Oregon
| – | -$1 | -4 | Closed |
|
IQV Hedge Fund Activity: Q1 2021 in Review
774 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2021, worth a combined $32.5B — up 7.8% from $30.1B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IQV positions and 63 closed out — a net gain of 23 holders — while 313 added to existing stakes and 250 trimmed.
The largest buyer was Cantillon Capital Management, opening a new position worth an estimated $179M. The largest seller was Longview Partners, cutting an estimated $226M.
- 774 institutional investors held IQVIA (IQV) as of Q1 2021, up from 760 in Q4 2020.
- Funds reported $32.5B of IQVIA stock for Q1 2021, up 7.8% quarter-over-quarter.
- 86 funds opened new IQVIA positions in Q1 2021 and 63 closed out, a net change of +23 holders.
- The largest IQVIA buyer in Q1 2021 was Cantillon Capital Management, an estimated $179M added.
- The largest IQVIA seller in Q1 2021 was Longview Partners, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2021.