Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

IQVIA HLDGS INC (IQV)

1K + Investors. Track Smart Money conviction in IQV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +132
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — IQV

Based on 1069 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IQV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,069 hedge funds hold IQV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+134 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

608 buying438 selling
Last quarter: 608 funds bought or added vs 438 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+92 vs last Q)

new funds entering per quarter
Funds opening a new IQV position: 106 → 120 → 135 → 227. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 18% medium ■ 22% new
645 out of 1,069 hedge funds have held IQV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +20% but shares only +1% — price-driven

Value
+19%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

113 → 106 → 120 → 135 → 227 new funds/Q
New funds entering each quarter: 106 → 120 → 135 → 227. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 11% 1-2yr ■ 25% new
Of 1,088 current holders: 700 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
47 of 1069 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in IQV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: IQV

How many hedge funds hold IQV — quarterly history vs. share price
Quarterly hedge fund ownership of IQV vs. share price

Market Analysis: IQV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IQV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

108 top-rated funds 18 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: IQV
2026 Q1 Stats Unlock in 12 days 1K + Investors

Track Smart Money conviction in IQV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1088 967 12.51%
13F Shares 161M 159M 1.04%
Total Value $35.97B $30.00B 19.89%
New Positions 227 136 +91
Increased Positions 402 408 -6
Closed Positions 102 120 -18
Reduced Positions 385 380 +5
Total Calls 10 18 -44.44%
Total Puts 10 17 -41.18%
PUT/CALL Ratio 1.0 0.94 Neutral

Statistics: IQV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IQV. Verified SEC 13F-HR filings.

Top 25 institutional holders of IQV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Act Two Investors LLC 5.97% 158,622 $27.1M
2 Broyhill Asset Management, LLC 5.15% 32,704 $5.6M
3 Walter Public Investments Inc. 2.19% 53,572 $9.1M
4 Freemont Management S.A. 2.08% 80,700 $13.8M
5 WILKINS INVESTMENT COUNSEL INC 2.00% 81,969 $14.0M
6 North Growth Management Ltd. 1.97% 76,000 $13K
7 CANTILLON CAPITAL MANAGEMENT LLC 1.94% 1,710,896 $291.8M
8 Graphene Investments SAS 1.93% 16,900 $2.9M
9 Washington Trust Advisors, Inc. 1.78% 128,769 $22.0M
10 SECTOR GAMMA AS 1.62% 40,230 $6.9M
11 EAGLE ROCK INVESTMENT COMPANY, LLC 1.61% 64,975 $11.1M
12 Howard Capital Management Group, LLC 1.52% 134,519 $22.9M
13 NICHOLS & PRATT ADVISERS LLP /MA 1.45% 131,656 $22.5M
14 SFE Investment Counsel 1.40% 51,922 $8.9M
15 TWIN CITY PRIVATE WEALTH, LLC 1.37% 10,570 $1.8M
16 MERIDIAN MANAGEMENT CO 1.24% 29,148 $5.0M
17 BRUNI J V & CO /CO 1.20% 67,350 $11.5M
18 Investment Research & Advisory Group, Inc. 1.09% 18,320 $3.1M
19 Carmel Capital Partners, LLC 1.06% 17,226 $2.9M
20 FRANKLIN STREET ADVISORS INC /NC 1.04% 99,196 $16.9M
21 GDS Wealth Management 1.01% 98,388 $16.8M
22 McGuire Investment Group, LLC 1.00% 51,769 $8.8M
23 NIXON PEABODY TRUST CO 0.98% 72,175 $12.3M
24 Sendero Wealth Management, LLC 0.92% 48,756 $8.3M
25 Marathon Asset Management Ltd 0.84% 128,999 $22.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — IQVIA HLDGS INC (IQV)

What does the Smart Money Trend signal show for IQV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IQV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IQV?

Slight buying edge — 58% buying: Last quarter: 608 funds bought or added vs 438 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IQV holders?

Elite ownership — 48% AUM from top-100 funds: 47 of 1069 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in IQV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IQV?

60% of holders stayed for 2+ years: 645 out of 1,069 hedge funds have held IQV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.