IQVIA
941 hedge funds and large institutions have $32.2B invested in IQVIA in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 356 increasing their positions, 349 reducing their positions, and 71 closing their positions.
38% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 71
2.1% more ownership
Funds ownership: 87.14% → 89.24% (+2.1%)
1% more funds holding
Funds holding: 930 → 941 (+11)
2% more repeat investments, than reductions
Existing positions increased: 356 | Existing positions reduced: 349
10% less call options, than puts
Call options by funds: $60.8M | Put options by funds: $67.9M
11% less capital invested
Capital invested by funds: $36.3B → $32.2B (-$4.12B)
15% less funds holding in top 10
Funds holding in top 10: 20 → 17 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$1.37B |
| 2 |
AT
AMF Tjänstepension
Stockholm,
Sweden
|
+$163M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$114M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$61.1M |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$56.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$272M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$239M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$232M |
| 4 |
BlackRock
New York
|
-$149M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$115M |
IQV Hedge Fund Activity: Q3 2023 in Review
941 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2023, worth a combined $32.2B — down 11% from $36.3B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new IQV positions and 71 closed out — a net gain of 27 holders — while 356 added to existing stakes and 349 trimmed.
The largest buyer was Harris Associates, adding an estimated $1.37B. The largest seller was Fidelity Investments, cutting an estimated $272M.
- 941 institutional investors held IQVIA (IQV) as of Q3 2023, up from 930 in Q2 2023.
- Funds reported $32.2B of IQVIA stock for Q3 2023, down 11% quarter-over-quarter.
- 98 funds opened new IQVIA positions in Q3 2023 and 71 closed out, a net change of +27 holders.
- The largest IQVIA buyer in Q3 2023 was Harris Associates, an estimated $1.37B added.
- The largest IQVIA seller in Q3 2023 was Fidelity Investments, an estimated $272M sold.
Based on aggregated 13F filings for Q3 2023.