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IQVIA
IQV

687 hedge funds and large institutions have $26.6B invested in IQVIA in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 228 increasing their positions, 249 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more call options, than puts

Call options by funds: $296M | Put options by funds: $66.3M

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

3% more funds holding

Funds holding: 667 → 687 (+20)

1% more capital invested

Capital invested by funds: $26.3B → $26.6B (+$283M)

0.76% less ownership

Funds ownership: 89.57% → 88.82% (-0.76%)

8% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 249

10% less funds holding in top 10

Funds holding in top 10: 29 → 26 (-3)

Holders
687
Holders Change
+20
Holders Change %
+3%
% of All Funds
13.54%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.51%
New
103
Increased
228
Reduced
249
Closed
69
Calls
$296M
Puts
$66.3M
Net Calls
+$230M
Net Calls Change
+$233M

Top Buyers

1
A
AustralianSuper
Australia
+$169M
2
Goldman Sachs
Goldman Sachs
New York
+$166M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$137M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$117M
5
Bessemer Group
Bessemer Group
New Jersey
+$104M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$218M
2
ECU
Egerton Capital (UK)
United Kingdom
-$202M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
4
SCM
Suvretta Capital Management
New York
-$123M
5
FCM
Farallon Capital Management
California
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B -$105M -718,336 -4%
BlackRock
2
BlackRock
New York
$2.27B +$8.65M +59,230 +0.4%
State Street
3
State Street
Massachusetts
$1.2B +$66.4M +454,619 +6%
TGHSA
4
TPG Group Holdings (SBS) Advisors
Texas
$914M – – –
JSP
5
Jackson Square Partners
California
$802M -$25.1M -172,023 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$648M -$195M -1,336,929 -24%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$640M +$64.2M +439,882 +12%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$633M – – –
AllianceBernstein
9
AllianceBernstein
Tennessee
$607M +$74.3M +508,606 +15%
GCM
10
Glenview Capital Management
New York
$580M +$19.6M +133,905 +4%
Capital Research Global Investors
11
Capital Research Global Investors
California
$535M +$438K +3,002 +0.1%
LPC
12
Lone Pine Capital
Connecticut
$476M -$68.2M -467,035 -13%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$426M +$4.73M +32,424 +1%
N
14
Nuveen
North Carolina
$391M -$2.38M -16,329 -0.6%
Morgan Stanley
15
Morgan Stanley
New York
$361M +$21.7M +148,903 +7%
Lazard Asset Management
16
Lazard Asset Management
New York
$338M +$51.3M +351,380 +19%
Goldman Sachs
17
Goldman Sachs
New York
$335M +$166M +1,136,399 +110%
SCM
18
Steadfast Capital Management
New York
$325M +$49.2M +337,115 +19%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$321M +$1.21M +8,312 +0.4%
Ninety One (UK)
20
Ninety One (UK)
United Kingdom
$313M -$12M -82,093 -4%
TP
21
Third Point
New York
$309M – – –
Northern Trust
22
Northern Trust
Illinois
$304M -$900K -6,161 -0.3%
FCM
23
Farallon Capital Management
California
$287M -$115M -785,492 -30%
Invesco
24
Invesco
Georgia
$278M -$46.2M -316,773 -15%
Norges Bank
25
Norges Bank
Norway
$246M -$3.94M -26,999 -2%
1
2 3 4 5

IQV Hedge Fund Activity: Q4 2019 in Review

687 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2019, worth a combined $26.6B — up 1.1% from $26.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new IQV positions and 69 closed out — a net gain of 34 holders — while 228 added to existing stakes and 249 trimmed.

The largest buyer was AustralianSuper, opening a new position worth an estimated $169M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $218M sold.

  • 687 institutional investors held IQVIA (IQV) as of Q4 2019, up from 667 in Q3 2019.
  • Funds reported $26.6B of IQVIA stock for Q4 2019, up 1.1% quarter-over-quarter.
  • 103 funds opened new IQVIA positions in Q4 2019 and 69 closed out, a net change of +34 holders.
  • The largest IQVIA buyer in Q4 2019 was AustralianSuper, an estimated $169M added.
  • The largest IQVIA seller in Q4 2019 was D1 Capital Partners, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2019.