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
↓ -61
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — IQV

Based on 1070 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IQV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
1,070 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 — +9% more funds vs a year ago

fund count last 6Q
+92 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

546 buying590 selling
Last quarter: 590 funds reduced or exited vs 546 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-106 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 126 → 143 → 233 → 127. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
657 out of 1,070 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 -7%, value -31%

Value
-30%
Shares
-6%
Last quarter: funds added -7% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

115 → 126 → 143 → 233 → 127 new funds/Q
New funds entering each quarter: 126 → 143 → 233 → 127. A growing number of institutions are discovering IQV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Entry-cohort mix of 1,096 holders: 726 (66%) are 2+ year veterans, 122 entered 1–2 years ago, and 248 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
63 of 1064 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 546 hedge funds were net buyers of IQV (127 opened a new position, 419 added to an existing one), while 590 reduced or exited (402 trimmed, 188 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in IQV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -61 funds (more exits than new entries). Total institutional holders: 1070.

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.

Is It Too Late to Buy Iqvia Hldgs Inc (IQV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IQV has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
IQV
+6.4%
XLV
+4.9%

IQV outperformed XLV by +1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
IQV
+7.3%
XLV
+6.0%

Since the filing became public, IQV outperformed XLV by +1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

57 top-rated funds 12 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
4.7
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1063 1131 -6.01%
13F Shares 152M 163M -6.99%
Total Value $25.17B $36.45B -30.93%
New Positions 124 233 -109
Increased Positions 408 386 +22
Closed Positions 192 96 +96
Reduced Positions 398 368 +30
Total Calls 15 10 50.0%
Total Puts 17 10 70.0%
PUT/CALL Ratio 1.13 1.0 Neutral

Statistics: IQV

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Valuation Measures Data as of: --

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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
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

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.

QUARTER:
Top 25 IQV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cadian Capital Management, LP 16.89% 813,152 $138.7M
2 SaddleRock Capital Management LLC 8.91% 49,536 $8.4M
3 Act Two Investors LLC 5.97% 158,622 $27.1M
4 Broyhill Asset Management, LLC 5.15% 32,704 $5.6M
5 Redwood Grove Capital, LLC 5.15% 93,500 $15.9M
6 Freshford Capital Management, LLC 4.80% 56,371 $9.6M
7 Longview Partners (Guernsey) LTD 4.58% 1,897,474 $323.6M
8 Ecofi Investissements SA 4.04% 13,000 $2.2M
9 Clark Estates Inc/Ny 3.90% 95,200 $16.2M
10 Superstring Capital Management LP 3.13% 25,668 $4.4M
11 Cornerstone Investment Partners, LLC 3.11% 433,478 $73.9M
12 Harris Associates L P 2.77% 12,183,275 $2.08B
13 Lakewood Capital Management, LP 2.50% 232,400 $39.6M
14 Steinberg Asset Management LLC 2.30% 20,807 $3.5M
15 Walter Public Investments Inc. 2.19% 53,572 $9.1M
16 Freemont Management S.A. 2.08% 80,700 $13.8M
17 Wilkins Investment Counsel Inc 2.00% 81,969 $14.0M
18 Cantillon Capital Management LLC 1.94% 1,710,896 $291.8M
19 Graphene Investments SAS 1.93% 16,900 $2.9M
20 Stanley Capital Management, LLC 1.92% 67,400 $11.5M
21 Running Oak Capital LLC 1.83% 79,596 $13.6M
22 EDENTREE ASSET MANAGEMENT Ltd 1.83% 35,600 $6.1M
23 Washington Trust Advisors, Inc. 1.78% 128,769 $22.0M
24 Clarkston Capital Partners, LLC 1.70% 130,423 $22.2M
25 Sector Gamma As 1.62% 40,230 $6.9M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IQV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IQV?

More sellers than buyers — 48% buying: Last quarter: 590 funds reduced or exited vs 546 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IQV holders?

Strong quality — 38% AUM from major funds: 63 of 1064 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IQV?

61% of holders stayed for 2+ years: 657 out of 1,070 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.

Is it too late to buy Iqvia Hldgs Inc (IQV) following the 2026 Q1 hedge fund 13F filings?

As of today, IQV has moved +7.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), IQV has gained +6.4% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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