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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
UBS Group
51
UBS Group
Switzerland
$108M +$5.2M +22,040 +5%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$108M +$1M +4,240 +0.9%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$107M +$17.1M +72,510 +19%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$107M -$14.7M -62,235 -12%
DWA
55
Douglass Winthrop Advisors
New York
$104M +$254K +1,076 +0.2%
National Pension Service
56
National Pension Service
South Korea
$103M +$11.6M +49,130 +13%
Royal London Asset Management
57
Royal London Asset Management
United Kingdom
$98.4M -$22.3M -94,267 -19%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$97.9M -$39.4M -166,813 -29%
Truist Financial
59
Truist Financial
North Carolina
$97.4M -$25.6M -108,496 -21%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$96.5M -$9.54M -40,414 -9%
HRCM
61
Hawk Ridge Capital Management
California
$95.6M +$15.3M +64,800 +19%
Sands Capital Management
62
Sands Capital Management
Virginia
$94.3M -$4.69M -19,886 -5%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$93.6M -$17.4M -73,694 -16%
CS
64
Candriam SCA
Luxembourg
$92.2M -$35.9K -152 -0%
Two Sigma Investments
65
Two Sigma Investments
New York
$91.7M +$14.9M +63,133 +19%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$88.9M -$1.77M -7,516 -2%
KBC Group
67
KBC Group
Belgium
$86.7M -$61.2M -259,357 -41%
Stifel Financial
68
Stifel Financial
Missouri
$86M -$3.57M -15,134 -4%
EARNEST Partners
69
EARNEST Partners
Georgia
$84.7M +$84.4M +357,529 New
Parnassus Investments
70
Parnassus Investments
California
$83.5M -$21.9M -92,612 -21%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$82.6M +$357K +1,513 +0.4%
Millennium Management
72
Millennium Management
New York
$80.9M +$49.6M +209,937 +160%
Primecap Management
73
Primecap Management
California
$77.2M +$184K +780 +0.2%
Wells Fargo
74
Wells Fargo
California
$77M +$4.88M +20,665 +7%
Public Employees Retirement Association of Colorado
75
Public Employees Retirement Association of Colorado
Colorado
$76.3M -$166K -704 -0.2%

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.