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IQVIA
IQV

774 hedge funds and large institutions have $32.5B invested in IQVIA in 2021 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 313 increasing their positions, 250 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 63

25% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 250

8% more capital invested

Capital invested by funds: $30.1B → $32.5B (+$2.35B)

2% more funds holding

Funds holding: 760 → 774 (+14)

0.04% more ownership

Funds ownership: 87.75% → 87.8% (+0.04%)

3% less funds holding in top 10

Funds holding in top 10: 29 → 28 (-1)

40% less call options, than puts

Call options by funds: $70.8M | Put options by funds: $118M

Holders
774
Holders Change
+14
Holders Change %
+1.84%
% of All Funds
13.59%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.49%
New
86
Increased
313
Reduced
250
Closed
63
Calls
$70.8M
Puts
$118M
Net Calls
-$47.3M
Net Calls Change
-$62.9M

Top Buyers

1
CCM
Cantillon Capital Management
New York
+$179M
2
CS
Credit Suisse
Switzerland
+$158M
3
HL
Harding Loevner
New Jersey
+$155M
4
Fidelity International
Fidelity International
Bermuda
+$113M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$93.8M

Top Sellers

1
LP
Longview Partners
Guernsey
-$226M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$93.4M
3
SCM
Steadfast Capital Management
New York
-$86.9M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$83.2M
5
HM
HealthCor Management
New York
-$75.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.03B -$16.8M -89,292 -0.4%
BlackRock
2
BlackRock
New York
$2.86B -$8.22M -43,788 -0.3%
State Street
3
State Street
Massachusetts
$1.57B -$40.6M -216,109 -3%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.29B +$69.9M +372,414 +6%
LP
5
Longview Partners
Guernsey
$894M -$226M -1,202,062 -21%
FCM
6
Farallon Capital Management
California
$786M +$4.82M +25,675 +0.6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$636M -$11M -58,801 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$608M +$13M +69,450 +2%
Lazard Asset Management
9
Lazard Asset Management
New York
$557M +$6M +31,933 +1%
Invesco
10
Invesco
Georgia
$550M +$47.5M +252,889 +10%
Morgan Stanley
11
Morgan Stanley
New York
$546M -$36.6M -194,979 -6%
American Century Companies
12
American Century Companies
Missouri
$514M +$1.55M +8,257 +0.3%
DZ Bank
13
DZ Bank
Germany
$490M +$59.2M +315,146 +14%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$458M – – –
Bessemer Group
15
Bessemer Group
New Jersey
$415M +$7.49M +39,902 +2%
Northern Trust
16
Northern Trust
Illinois
$379M -$1.68M -8,926 -0.5%
Norges Bank
17
Norges Bank
Norway
$376M +$18.8M +100,209 +5%
Winslow Capital Management
18
Winslow Capital Management
Minnesota
$375M -$35.4M -188,638 -9%
SCM
19
Steadfast Capital Management
New York
$362M -$86.9M -463,007 -20%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$361M -$42.5M -226,344 -11%
TP
21
Third Point
New York
$350M – – –
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$302M -$12.9M -68,619 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$281M +$2.6M +13,841 +1%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$280M +$93.8M +499,703 +53%
N
25
Nuveen
North Carolina
$275M +$40.5M +215,602 +18%
1
2 3 4 5

IQV Hedge Fund Activity: Q1 2021 in Review

774 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2021, worth a combined $32.5B — up 7.8% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 63 closed out — a net gain of 23 holders — while 313 added to existing stakes and 250 trimmed.

The largest buyer was Cantillon Capital Management, opening a new position worth an estimated $179M. The largest seller was Longview Partners, cutting an estimated $226M.

  • 774 institutional investors held IQVIA (IQV) as of Q1 2021, up from 760 in Q4 2020.
  • Funds reported $32.5B of IQVIA stock for Q1 2021, up 7.8% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q1 2021 and 63 closed out, a net change of +23 holders.
  • The largest IQVIA buyer in Q1 2021 was Cantillon Capital Management, an estimated $179M added.
  • The largest IQVIA seller in Q1 2021 was Longview Partners, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2021.