The cluster is dominated by active managers adding size (Artemis, Congress), but the 45-day lag means positions may have been adjusted since quarter-end. Monitor next 13F for unwinding or further accumulation, and watch for insider Form 4 filings to corroborate the bullish signal.
Executive Summary
A mixed institutional cluster in IQV shows 5 buyers adding $94.4M in new positions (led by Artemis doubling its stake to $80.1M) while 3 sellers trimmed $7.2M. The net buying of $87.2M is dominated by active asset managers, suggesting a shared thesis on IQV's fundamentals, but the 45-day reporting lag and lack of insider buying temper conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $87.2M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Congress Asset Management | NEW | +0% | $24.6M | $24.6M |
| Artemis Investment Management | DOUBLED | +156.9% | $80.1M | $57.7M |
| Wealth Enhancement Advisory Services | ADD | +39.6% | $14.2M | $6.1M |
| Concurrent Investment Advisors | DOUBLED | +100.8% | $7.5M | $4.8M |
| Hb Wealth Management | ADD | +49.3% | $2.3M | $1.2M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Td Waterhouse Canada | TRIM | -41.9% | $2.8M | -$707.0K |
| Assetmark | TRIM | -39.1% | $38.1M | -$5.8M |
| Abn Amro Investment Solutions | TRIM | -40.2% | $4.0M | -$671.0K |
Key Facts
- 5 buyers added $94.4M in new IQV positions; 3 sellers trimmed $7.2M
- Artemis Investment Management doubled its stake (+156.9%) to $80.1M
- Congress Asset Management initiated a new $24.6M position
- Assetmark trimmed 39.1% of its stake, reducing value by $5.8M to $32.2M
- All participants are active asset managers; no passive/index funds in the cluster
Financial Impact
Net institutional buying of approximately $87.2M across 8 funds, with $94.4M in new/add/double buying vs $7.2M in trimming
Risk Factors
- 13F data is 45+ days stale; the cluster may have already been reversed
- No insider buying (Form 4) to corroborate the institutional thesis
- Three sellers trimmed meaningful positions (Assetmark alone cut $5.8M), indicating some institutional caution
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-IQV-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $280.50 | awaiting T+60 | — | — |
Oct 23, 2026 3d ago | Institutional Cluster | $279.36 | awaiting T+60 | — | — |
Sep 23, 2026 4w ago | 8-K | $275.02 | awaiting T+60 | — | — |
Aug 4, 2026 11w ago | Insider Cluster | $236.05 | awaiting T+60 | — | — |
Jul 31, 2026 12w ago | Insider Cluster | $233.36 | awaiting T+60 | — | — |
Jul 28, 2026 13w ago | 8-K | $242.94 $276.63 | ▲ +13.87% | ▲ +9.52% | — |
Jun 11, 2026 19w ago | 8-K | $181.46 $259.21 | ▲ +42.85% | ▲ +39.58% | — |
Jun 4, 2026 20w ago | 8-K | $183.45 $260.37 | ▲ +41.93% | ▲ +37.93% | — |
Jun 3, 2026 20w ago | 8-K | $186.85 $261.54 | ▲ +39.97% | ▲ +38.35% | — |
Mar 30, 2026 30w ago | Court Ruling | $170.54 $191.14 | ▲ +12.08% | ▼ −0.01% | — |
US Market Status
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