IQVIA
IQV
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.
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: 922 → 923 (+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: 24 → 19 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$238M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$111M |
| 3 |
Goldman Sachs
New York
|
+$105M |
| 4 |
DFO
Duquesne Family Office
New York
|
+$101M |
| 5 |
Two Sigma Investments
New York
|
+$69.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$149M |
| 2 |
NCMU
NAYA Capital Management (UK)
London,
United Kingdom
|
-$108M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$73.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$66.7M |
| 5 |
Amundi
Paris,
France
|
-$62.7M |
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.