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IQVIA
IQV

956 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 278 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 101

20% more capital invested

Capital invested by funds: $32.2B → $38.6B (+$6.45B)

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

2.38% more ownership

Funds ownership: 89.24% → 91.61% (+2.4%)

2% more funds holding

Funds holding: 941 → 956 (+15)

6% less call options, than puts

Call options by funds: $215M | Put options by funds: $230M

34% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 421

Holders
956
Holders Change
+15
Holders Change %
+1.59%
% of All Funds
13.94%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
130
Increased
278
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$897M
2
Harris Associates
Harris Associates
Illinois
+$379M
3
DZ Bank
DZ Bank
Germany
+$328M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$145M
5
MIS
Morningstar Investment Services
Illinois
+$124M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$187M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$180M
3
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$94.5M
4
Boston Partners
Boston Partners
Massachusetts
-$92.6M
5
Norges Bank
Norges Bank
Norway
-$90.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGH
976
Sivik Global Healthcare
Connecticut
– -$3.44M -17,500 Closed
WB
977
WesBanco Bank
West Virginia
– -$2.87M -14,574 Closed
LBC
978
Lawrence B. Cohen
– -$2.82M -14,339 Closed
STC
979
Sarah T. Connolly
– -$2.27M -11,525 Closed
KF
980
Krilogy Financial
Missouri
– -$2.26M -11,491 Closed
ECM
981
Element Capital Management
New York
– -$2.1M -10,692 Closed
SCP
982
Stamos Capital Partners
California
– -$2.04M -10,360 Closed
ACM
983
Aquatic Capital Management
Illinois
– -$1.99M -10,100 Closed
VF
984
Virtu Financial
New York
– -$1.71M -8,673 Closed
Renaissance Technologies
985
Renaissance Technologies
New York
– -$1.55M -7,900 Closed
TCM
986
Teza Capital Management
Illinois
– -$1.48M -7,509 Closed
Arrowstreet Capital
987
Arrowstreet Capital
Massachusetts
– -$1.3M -6,600 Closed
CTA
988
Chesley Taft & Associates
Illinois
– -$1.3M -6,592 Closed
AIM
989
Artemis Investment Management
United Kingdom
– -$1.23M -6,274 Closed
VIM
990
Vinva Investment Management
Australia
– -$1.03M -5,185 Closed
MM
991
MQS Management
New York
– -$993K -5,049 Closed
CCMU
992
Cheyne Capital Management (UK)
United Kingdom
– -$944K -4,800 Closed
LA
993
LBP AM
France
– -$943K -4,792 Closed
ESCM
994
Echo Street Capital Management
New York
– -$899K -4,569 Closed
SC
995
Shay Capital
New York
– -$885K -4,500 Closed
FRM
996
Fox Run Management
Connecticut
– -$866K -4,400 Closed
WCA
997
Waratah Capital Advisors
Ontario, Canada
– -$847K -4,304 Closed
MC
998
Machina Capital
France
– -$846K -4,300 Closed
Point72 Asset Management
999
Point72 Asset Management
Connecticut
– -$810K -4,119 Closed
SSA
1000
Schonfeld Strategic Advisors
New York
– -$801K -4,072 Closed
38 39
40
41 42

IQV Hedge Fund Activity: Q4 2023 in Review

956 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2023, worth a combined $38.6B — up 20% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new IQV positions and 101 closed out — a net gain of 29 holders — while 278 added to existing stakes and 421 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $897M. The largest seller was AllianceBernstein, cutting an estimated $187M.

  • 956 institutional investors held IQVIA (IQV) as of Q4 2023, up from 941 in Q3 2023.
  • Funds reported $38.6B of IQVIA stock for Q4 2023, up 20% quarter-over-quarter.
  • 130 funds opened new IQVIA positions in Q4 2023 and 101 closed out, a net change of +29 holders.
  • The largest IQVIA buyer in Q4 2023 was Morgan Stanley, an estimated $897M added.
  • The largest IQVIA seller in Q4 2023 was AllianceBernstein, an estimated $187M sold.

Based on aggregated 13F filings for Q4 2023.