IQVIA
931 hedge funds and large institutions have $36.3B invested in IQVIA in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 345 increasing their positions, 345 reducing their positions, and 84 closing their positions.
14% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 84
12% more capital invested
Capital invested by funds: $32.4B → $36.3B (+$3.96B)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
1% more funds holding
Funds holding: 924 → 931 (+7)
0% more repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 345
0.9% less ownership
Funds ownership: 88.11% → 87.21% (-0.9%)
18% less call options, than puts
Call options by funds: $63.7M | Put options by funds: $77.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$321M |
| 2 |
JP Morgan Chase
New York
|
+$222M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$191M |
| 4 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$132M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$237M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$211M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$209M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$206M |
| 5 |
Amundi
Paris,
France
|
-$123M |
IQV Hedge Fund Activity: Q2 2023 in Review
931 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2023, worth a combined $36.3B — up 12% from $32.4B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new IQV positions and 84 closed out — a net gain of 12 holders — while 345 added to existing stakes and 345 trimmed.
The largest buyer was Harris Associates, opening a new position worth an estimated $321M. The largest seller was DZ Bank, cutting an estimated $237M.
- 931 institutional investors held IQVIA (IQV) as of Q2 2023, up from 924 in Q1 2023.
- Funds reported $36.3B of IQVIA stock for Q2 2023, up 12% quarter-over-quarter.
- 96 funds opened new IQVIA positions in Q2 2023 and 84 closed out, a net change of +12 holders.
- The largest IQVIA buyer in Q2 2023 was Harris Associates, an estimated $321M added.
- The largest IQVIA seller in Q2 2023 was DZ Bank, an estimated $237M sold.
Based on aggregated 13F filings for Q2 2023.