IQVIA
698 hedge funds and large institutions have $26.7B invested in IQVIA in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 306 increasing their positions, 225 reducing their positions, and 52 closing their positions.
40% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 52
36% more repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 225
10% more capital invested
Capital invested by funds: $24.2B → $26.7B (+$2.44B)
4% more funds holding in top 10
Funds holding in top 10: 26 → 27 (+1)
3% more funds holding
Funds holding: 680 → 698 (+18)
0.94% less ownership
Funds ownership: 89.36% → 88.42% (-0.94%)
39% less call options, than puts
Call options by funds: $48.8M | Put options by funds: $80.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$135M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$105M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$105M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$101M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$94.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TGHSA
TPG Group Holdings (SBS) Advisors
Fort Worth,
Texas
|
-$414M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$232M |
| 3 |
Janus Henderson Group
London,
|
-$162M |
| 4 |
A
AustralianSuper
Melbourne,
Australia
|
-$136M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$110M |
IQV Hedge Fund Activity: Q3 2020 in Review
698 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2020, worth a combined $26.7B — up 10% 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 306 added to existing stakes and 225 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 680 in Q2 2020.
- Funds reported $26.7B of IQVIA stock for Q3 2020, up 10% 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.