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1,060 hedge funds and large institutions have $37B invested in IQVIA in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 442 increasing their positions, 358 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 60

23% more repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 358

11% more capital invested

Capital invested by funds: $33.4B → $37B (+$3.64B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

4% more funds holding

Funds holding: 1,0191,060 (+41)

0.81% less ownership

Funds ownership: 86.62%85.8% (-0.81%)

11% less call options, than puts

Call options by funds: $208M | Put options by funds: $234M

Holders
1,060
Holders Change
+41
Holders Change %
+4.02%
% of All Funds
15.22%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
110
Increased
442
Reduced
358
Closed
60
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$283M +$920K +3,899 +0.3%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$278M -$5.49M -23,268 -2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$267M -$11.3M -47,778 -4%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$242M +$9.04M +38,307 +4%
Bank of America
30
Bank of America
North Carolina
$228M +$41.1M +174,088 +22%
Ameriprise
31
Ameriprise
Minnesota
$227M +$94.5M +400,496 +72%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$223M +$10.3M +43,466 +5%
RJA
33
Raymond James & Associates
Florida
$194M +$4.81M +20,397 +3%
Deutsche Bank
34
Deutsche Bank
Germany
$192M +$22.7M +96,096 +13%
LIP
35
Liontrust Investment Partners
United Kingdom
$180M
JFL
36
Jarislowsky, Fraser Ltd
Quebec, Canada
$178M -$2.84M -12,049 -2%
Fidelity International
37
Fidelity International
Bermuda
$173M -$48.1M -203,908 -22%
DZ Bank
38
DZ Bank
Germany
$166M +$143M +604,045 +624%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$165M -$16.8M -71,337 -9%
Capital World Investors
40
Capital World Investors
California
$158M +$180K +761 +0.1%
N
41
Nuveen
North Carolina
$150M -$1.97M -8,330 -1%
BMSSC
42
B. Metzler seel. Sohn & Co
Germany
$148M -$182K -770 -0.1%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$143M +$10.9M +46,267 +8%
MIS
44
Morningstar Investment Services
Illinois
$139M -$2.02M -8,558 -1%
AM
45
AGF Management
Ontario, Canada
$136M +$340K +1,442 +0.3%
Swiss National Bank
46
Swiss National Bank
Switzerland
$128M +$448K +1,900 +0.4%
ACP
47
Atalan Capital Partners
New York
$123M -$8.26M -35,000 -6%
Marshall Wace
48
Marshall Wace
United Kingdom
$122M +$103M +437,035 +563%
Franklin Resources
49
Franklin Resources
California
$117M +$1.42M +6,011 +1%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$116M -$16.1M -68,155 -12%

IQV Hedge Fund Activity: Q3 2024 in Review

1,060 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2024, worth a combined $37B — up 11% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IQV positions and 60 closed out — a net gain of 50 holders — while 442 added to existing stakes and 358 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $190M. The largest seller was Wellington Management Group, cutting an estimated $381M.

  • 1,060 institutional investors held IQVIA (IQV) as of Q3 2024, up from 1,019 in Q2 2024.
  • Funds reported $37B of IQVIA stock for Q3 2024, up 11% quarter-over-quarter.
  • 110 funds opened new IQVIA positions in Q3 2024 and 60 closed out, a net change of +50 holders.
  • The largest IQVIA buyer in Q3 2024 was Fidelity Investments, an estimated $190M added.
  • The largest IQVIA seller in Q3 2024 was Wellington Management Group, an estimated $381M sold.

Based on aggregated 13F filings for Q3 2024.