IQVIA
1,014 hedge funds and large institutions have $40.4B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 385 increasing their positions, 362 reducing their positions, and 50 closing their positions.
136% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 50
6% more funds holding
Funds holding: 956 → 1,014 (+58)
6% more repeat investments, than reductions
Existing positions increased: 385 | Existing positions reduced: 362
5% more capital invested
Capital invested by funds: $38.6B → $40.4B (+$1.75B)
3.73% less ownership
Funds ownership: 91.61% → 87.89% (-3.7%)
6% less funds holding in top 10
Funds holding in top 10: 18 → 17 (-1)
26% less call options, than puts
Call options by funds: $229M | Put options by funds: $309M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AM
AGF Management
Toronto,
Ontario, Canada
|
+$133M |
| 2 |
Goldman Sachs
New York
|
+$116M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$92.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$90.8M |
| 5 |
JP Morgan Chase
New York
|
+$84.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$959M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$449M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$222M |
| 4 |
UE
Unisphere Establishment
Vaduz,
Liechtenstein
|
-$185M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$146M |
IQV Hedge Fund Activity: Q1 2024 in Review
1,014 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2024, worth a combined $40.4B — up 4.5% from $38.6B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new IQV positions and 50 closed out — a net gain of 68 holders — while 385 added to existing stakes and 362 trimmed.
The largest buyer was AGF Management, adding an estimated $133M. The largest seller was Morgan Stanley, cutting an estimated $959M.
- 1,014 institutional investors held IQVIA (IQV) as of Q1 2024, up from 956 in Q4 2023.
- Funds reported $40.4B of IQVIA stock for Q1 2024, up 4.5% quarter-over-quarter.
- 118 funds opened new IQVIA positions in Q1 2024 and 50 closed out, a net change of +68 holders.
- The largest IQVIA buyer in Q1 2024 was AGF Management, an estimated $133M added.
- The largest IQVIA seller in Q1 2024 was Morgan Stanley, an estimated $959M sold.
Based on aggregated 13F filings for Q1 2024.