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
↑ +17
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — IQV

Based on 1090 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (96% of max)

96% of all-time peak
1,090 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 — +12% more funds vs a year ago

fund count last 6Q
+113 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

541 buying550 selling
Last quarter: 541 funds bought or added vs 550 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 (+11 vs last Q)

new funds entering per quarter
Funds opening a new IQV position: 143 → 234 → 128 → 139. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 18% new
684 out of 1,090 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.
💎

Buying through price weakness — shares +34%, value +16%

Value
+15%
Shares
+34%
Last quarter: funds added +34% more shares while total portfolio value only changed +16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

127 → 143 → 234 → 128 → 139 new funds/Q
New funds entering each quarter: 143 → 234 → 128 → 139. IQV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Entry-cohort mix of 1,114 holders: 735 (66%) are 2+ year veterans, 128 entered 1–2 years ago, and 251 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
70 of 1086 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — IQV

In 2026 Q2, 541 hedge funds were net buyers of IQV (139 opened a new position, 402 added to an existing one), while 550 reduced or exited (428 trimmed, 122 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 51% of total institutional value in IQV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 1090.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 9 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: IQV
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1078 1073 0.47%
13F Shares 157M 154M 1.91%
Total Value $29.23B $25.52B 14.52%
New Positions 138 128 +10
Increased Positions 394 412 -18
Closed Positions 129 187 -58
Reduced Positions 418 399 +19
Total Calls 14 15 -6.67%
Total Puts 14 17 -17.65%
PUT/CALL Ratio 1.0 1.13 Neutral

Statistics: IQV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 IQV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ecofi Investissements SA 12.08% 17,500 $3.4M
2 Cadian Capital Management, LP 11.93% 815,752 $157.6M
3 SaddleRock Capital Management LLC 9.22% 49,433 $9.6M
4 Act Two Investors LLC 6.20% 158,746 $30.7M
5 Broyhill Asset Management, LLC 5.19% 30,206 $5.8M
6 Longview Partners (Guernsey) LTD 4.71% 1,500,760 $290.0M
7 Redwood Grove Capital, LLC 4.58% 93,500 $18.1M
8 Sector Gamma As 3.27% 77,944 $15.1M
9 Lakewood Capital Management, LP 3.16% 317,900 $61.4M
10 Harris Associates L P 3.12% 12,183,830 $2.35B
11 Lyrical Asset Management LP 3.09% 1,259,894 $243.4M
12 Steinberg Asset Management LLC 3.03% 25,245 $4.9M
13 Clark Estates Inc/Ny 2.32% 52,185 $10.1M
14 Graphene Investments SAS 2.29% 20,400 $3.9M
15 Wilkins Investment Counsel Inc 2.26% 86,927 $16.8M
16 Stanley Capital Management, LLC 2.24% 87,400 $16.9M
17 Parkman Healthcare Partners LLC 2.09% 105,811 $20.4M
18 EDENTREE ASSET MANAGEMENT Ltd 1.98% 33,600 $6.5M
19 Running Oak Capital LLC 1.93% 58,673 $11.3M
20 Cornerstone Investment Partners, LLC 1.88% 290,665 $56.2M
21 Fore Capital, LLC 1.83% 32,000 $6.2M
22 Washington Trust Advisors, Inc. 1.73% 120,941 $23.4M
23 Greenhaven Associates Inc 1.71% 768,045 $148.4M
24 Clarkston Capital Partners, LLC 1.71% 104,939 $20.3M
25 Howard Capital Management Group, LLC 1.59% 134,733 $26.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 50% buying: Last quarter: 541 funds bought or added vs 550 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 — 51% AUM from top-100 funds: 70 of 1086 holders are among the 100 largest funds by AUM, controlling 51% 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?

63% of holders stayed for 2+ years: 684 out of 1,090 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.

Full history →