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667 hedge funds and large institutions have $26.3B invested in IQVIA in 2019 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 278 increasing their positions, 229 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

21% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 229

2% more funds holding

Funds holding: 652667 (+15)

0.65% less ownership

Funds ownership: 90.23%89.57% (-0.65%)

7% less call options, than puts

Call options by funds: $45.6M | Put options by funds: $49.3M

8% less capital invested

Capital invested by funds: $28.6B → $26.3B (-$2.25B)

33% less funds holding in top 10

Funds holding in top 10: 4329 (-14)

Holders
667
Holders Change
+15
Holders Change %
+2.3%
% of All Funds
14.63%
Holding in Top 10
29
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-32.56%
% of All Funds
0.64%
New
69
Increased
278
Reduced
229
Closed
52
Calls
$45.6M
Puts
$49.3M
Net Calls
-$3.68M
Net Calls Change
-$86.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3B +$272M +1,747,693 +10%
BlackRock
2
BlackRock
New York
$2.18B +$185M +1,189,707 +9%
State Street
3
State Street
Massachusetts
$1.1B +$87M +559,040 +8%
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$884M -$407M -2,616,028 -31%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$826M +$33M +212,300 +4%
JSP
6
Jackson Square Partners
California
$801M -$42.2M -271,319 -5%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$612M -$282M -1,810,887 -31%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$553M +$10.8M +69,541 +2%
GCM
9
Glenview Capital Management
New York
$540M -$39.6M -254,326 -7%
LPC
10
Lone Pine Capital
Connecticut
$530M -$410M -2,636,698 -43%
Capital Research Global Investors
11
Capital Research Global Investors
California
$517M +$62.4M +401,040 +13%
AllianceBernstein
12
AllianceBernstein
Tennessee
$511M -$10.6M -68,313 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$407M +$57.8M +371,188 +16%
FCM
14
Farallon Capital Management
California
$394M +$9.52M +61,168 +2%
N
15
Nuveen
North Carolina
$380M +$154M +992,268 +64%
Morgan Stanley
16
Morgan Stanley
New York
$327M +$23.2M +149,308 +7%
Invesco
17
Invesco
Georgia
$316M +$5.79M +37,181 +2%
Ninety One (UK)
18
Ninety One (UK)
United Kingdom
$315M -$1.4M -8,976 -0.4%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$309M -$8.43M -54,149 -3%
TP
20
Third Point
New York
$299M +$62.2M +400,000 +25%
Northern Trust
21
Northern Trust
Illinois
$295M +$21.5M +138,384 +8%
Lazard Asset Management
22
Lazard Asset Management
New York
$274M -$2.01M -12,885 -0.7%
SCM
23
Steadfast Capital Management
New York
$263M -$27.8M -178,883 -9%
Norges Bank
24
Norges Bank
Norway
$241M -$4.32M -27,741 -2%
DZ Bank
25
DZ Bank
Germany
$230M +$14.7M +94,477 +7%

IQV Hedge Fund Activity: Q3 2019 in Review

667 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2019, worth a combined $26.3B — down 7.9% from $28.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new IQV positions and 52 closed out — a net gain of 17 holders — while 278 added to existing stakes and 229 trimmed.

The largest buyer was Vanguard Group, adding an estimated $272M. The largest seller was Lone Pine Capital, cutting an estimated $410M.

  • 667 institutional investors held IQVIA (IQV) as of Q3 2019, up from 652 in Q2 2019.
  • Funds reported $26.3B of IQVIA stock for Q3 2019, down 7.9% quarter-over-quarter.
  • 69 funds opened new IQVIA positions in Q3 2019 and 52 closed out, a net change of +17 holders.
  • The largest IQVIA buyer in Q3 2019 was Vanguard Group, an estimated $272M added.
  • The largest IQVIA seller in Q3 2019 was Lone Pine Capital, an estimated $410M sold.

Based on aggregated 13F filings for Q3 2019.