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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.35B +$105M +670,855 +3%
BlackRock
2
BlackRock
New York
$2.23B +$52.4M +334,251 +2%
State Street
3
State Street
Massachusetts
$1.3B +$24.7M +157,447 +2%
LP
4
Longview Partners
Guernsey
$1.14B -$4.19M -26,763 -0.4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$921M +$28M +178,456 +3%
FCM
6
Farallon Capital Management
California
$556M -$42.2M -269,394 -7%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$517M -$162M -1,035,769 -24%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$475M +$30.2M +192,675 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$465M +$135M +859,078 +41%
SCM
10
Steadfast Capital Management
New York
$428M -$6.23M -39,750 -1%
Lazard Asset Management
11
Lazard Asset Management
New York
$420M -$838K -5,349 -0.2%
Morgan Stanley
12
Morgan Stanley
New York
$400M -$4.94M -31,514 -1%
JSP
13
Jackson Square Partners
California
$386M -$232M -1,479,936 -38%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$374M – – –
Invesco
15
Invesco
Georgia
$367M +$36.6M +233,255 +11%
Winslow Capital Management
16
Winslow Capital Management
Minnesota
$346M +$82.4M +525,657 +31%
N
17
Nuveen
North Carolina
$344M -$3.35M -21,358 -1%
DZ Bank
18
DZ Bank
Germany
$344M +$94.2M +600,883 +38%
Northern Trust
19
Northern Trust
Illinois
$318M +$12.4M +78,899 +4%
TP
20
Third Point
New York
$285M -$14M -89,600 -5%
Norges Bank
21
Norges Bank
Norway
$280M +$3.85M +24,573 +1%
Capital Research Global Investors
22
Capital Research Global Investors
California
$278M -$10.7M -68,423 -4%
Bessemer Group
23
Bessemer Group
New Jersey
$277M -$761K -4,859 -0.3%
American Century Companies
24
American Century Companies
Missouri
$258M -$9.28M -59,240 -3%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$252M +$28.4M +181,153 +13%
1
2 3 4 5

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.