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887 hedge funds and large institutions have $29.7B invested in IQVIA in 2022 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 327 increasing their positions, 338 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 74

1.61% more ownership

Funds ownership: 86.08%87.69% (+1.6%)

0% more funds holding

Funds holding: 884887 (+3)

3% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 338

16% less capital invested

Capital invested by funds: $35.3B → $29.7B (-$5.65B)

29% less funds holding in top 10

Funds holding in top 10: 3424 (-10)

54% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $77.6M

Holders
887
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
15.28%
Holding in Top 10
24
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-29.41%
% of All Funds
0.41%
New
86
Increased
327
Reduced
338
Closed
74
Calls
$35.5M
Puts
$77.6M
Net Calls
-$42.1M
Net Calls Change
-$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.85B -$17.3M -79,130 -0.4%
BlackRock
2
BlackRock
New York
$2.77B -$31.4M -143,136 -0.9%
State Street
3
State Street
Massachusetts
$1.56B -$2.12M -9,688 -0.1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$934M +$189M +862,222 +20%
Morgan Stanley
5
Morgan Stanley
New York
$814M +$43.8M +199,836 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$657M +$5.61M +25,610 +0.7%
Ameriprise
7
Ameriprise
Minnesota
$582M +$46.2M +211,058 +7%
FCM
8
Farallon Capital Management
California
$581M -$1.31M -6,000 -0.2%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$560M
Lazard Asset Management
10
Lazard Asset Management
New York
$510M -$20.9M -95,422 -3%
LP
11
Longview Partners
Guernsey
$442M -$96.1M -438,623 -15%
Amundi
12
Amundi
France
$427M +$30.3M +138,153 +7%
American Century Companies
13
American Century Companies
Missouri
$416M -$73.3M -334,666 -13%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$380M +$10.8M +49,447 +2%
Norges Bank
15
Norges Bank
Norway
$364M +$25.9M +118,158 +6%
Fidelity International
16
Fidelity International
Bermuda
$351M -$15.5M -70,798 -4%
Northern Trust
17
Northern Trust
Illinois
$343M -$9.38M -42,796 -2%
Winslow Capital Management
18
Winslow Capital Management
Minnesota
$289M -$9.02M -41,155 -3%
CCM
19
Cantillon Capital Management
New York
$283M -$3.04M -13,890 -0.9%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$283M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$258M -$7.49M -34,186 -2%
Invesco
22
Invesco
Georgia
$257M -$18.9M -86,178 -6%
SGA
23
Sustainable Growth Advisers
Connecticut
$254M +$57.4M +261,891 +23%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$253M +$14M +63,960 +5%
Mitsubishi UFJ Asset Management
25
Mitsubishi UFJ Asset Management
Japan
$247M +$275M +1,257,263 +1,171%

IQV Hedge Fund Activity: Q3 2022 in Review

887 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2022, worth a combined $29.7B — down 16% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IQV positions and 74 closed out — a net gain of 12 holders — while 327 added to existing stakes and 338 trimmed.

The largest buyer was Mitsubishi UFJ Asset Management, adding an estimated $275M. The largest seller was Allianz Asset Management, cutting an estimated $233M.

  • 887 institutional investors held IQVIA (IQV) as of Q3 2022, up from 884 in Q2 2022.
  • Funds reported $29.7B of IQVIA stock for Q3 2022, down 16% quarter-over-quarter.
  • 86 funds opened new IQVIA positions in Q3 2022 and 74 closed out, a net change of +12 holders.
  • The largest IQVIA buyer in Q3 2022 was Mitsubishi UFJ Asset Management, an estimated $275M added.
  • The largest IQVIA seller in Q3 2022 was Allianz Asset Management, an estimated $233M sold.

Based on aggregated 13F filings for Q3 2022.