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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
Prudential Financial
101
Prudential Financial
New Jersey
$41.5M -$47.5M -303,304 -54%
National Pension Service
102
National Pension Service
South Korea
$41.1M – – –
CLOS
103
Compagnie Lombard Odier SCmA
Switzerland
$39.6M +$2.28M +14,544 +6%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$38.2M +$322K +2,057 +0.9%
Retirement Systems of Alabama
105
Retirement Systems of Alabama
Alabama
$37.8M +$181K +1,157 +0.5%
LWCFA
106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37M +$2.41M +15,375 +7%
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$36.1M +$16M +102,397 +79%
KA
108
Kerrisdale Advisers
Florida
$36M +$13.7M +87,251 +62%
SEI Investments
109
SEI Investments
Pennsylvania
$36M +$7.45M +47,539 +26%
UBS Group
110
UBS Group
Switzerland
$34.4M +$18.6M +118,523 +119%
Man Group
111
Man Group
United Kingdom
$34.1M +$9.53M +60,815 +39%
SOMRS
112
State of Michigan Retirement System
Michigan
$33.9M +$533K +3,400 +2%
Adage Capital Partners
113
Adage Capital Partners
Massachusetts
$33.4M +$1.32M +8,400 +4%
TAM
114
Todd Asset Management
Kentucky
$32.4M +$5.8K +37 +0%
MSL
115
Mackay Shields LLC
New York
$31.6M -$202K -1,290 -0.6%
PAM
116
Panagora Asset Management
Massachusetts
$31.6M +$9.72K +62 +0%
AI
117
Axiom Investors
Connecticut
$31.5M -$6.91M -44,110 -18%
Manulife (Manufacturers Life Insurance)
118
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.5M +$1.36M +8,661 +5%
TG
119
TCW Group
California
$31.4M +$31.2M +199,267 New
Robeco Institutional Asset Management
120
Robeco Institutional Asset Management
Netherlands
$30.9M +$3.27M +20,850 +12%
New York State Teachers Retirement System (NYSTRS)
121
New York State Teachers Retirement System (NYSTRS)
New York
$30.9M +$227K +1,448 +0.7%
SIC
122
Schwartz Investment Counsel
Michigan
$30.1M – – –
MCM
123
Maryland Capital Management
Maryland
$29.5M +$869K +5,547 +3%
VNIM
124
Vaughan Nelson Investment Management
Texas
$29.4M -$3.17M -20,237 -10%
BFS
125
Bradley Foster & Sargent
Connecticut
$28.4M +$28.3M +180,282 New
3 4
5
6 7

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.