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IQVIA
IQV

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,014
Holders Change
+58
Holders Change %
+6.07%
% of All Funds
14.61%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.24%
New
118
Increased
385
Reduced
362
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M

Top Buyers

Rank Fund Capital Flow
1
AM
AGF Management
Ontario, Canada
+$133M
2
Goldman Sachs
Goldman Sachs
New York
+$116M
3
Harris Associates
Harris Associates
Illinois
+$92.3M
4
Invesco
Invesco
Georgia
+$90.8M
5
JP Morgan Chase
JP Morgan Chase
New York
+$84.5M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$959M
2
DZ Bank
DZ Bank
Germany
-$449M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$222M
4
UE
Unisphere Establishment
Liechtenstein
-$185M
5
MIS
Morningstar Investment Services
Illinois
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTG
1051
West Tower Group
Virginia
– -$28.9K -125 Closed
DMKJ
1052
David M. Knott Jr
– -$28K -122 Closed
TCWA
1053
Turtle Creek Wealth Advisors
Texas
– -$15.7K -68 Closed
HCP
1054
Hexagon Capital Partners
Arkansas
– -$13.9K -60 Closed
BWM
1055
BKM Wealth Management
Wisconsin
– -$10.4K -45 Closed
AFWM
1056
Abich Financial Wealth Management
Virginia
– -$9.95K -43 Closed
NFA
1057
Northwest Financial Advisors
Virginia
– -$8.1K -35 Closed
MTIC
1058
Missouri Trust & Investment Company
Missouri
– -$5.55K -24 Closed
PP
1059
PFS Partners
New Jersey
– -$5.32K -23 Closed
LF
1060
Lee Financial
Texas
– -$2.55K -11 Closed
PWA
1061
Provenance Wealth Advisors
Florida
– -$2.08K -9 Closed
RFG
1062
RFP Financial Group
Georgia
– -$2.08K -9 Closed
TFGT
1063
TS Financial Group (TSFG)
Illinois
– -$1K -6 Closed
AWM
1064
Able Wealth Management
New Jersey
– -$694 -3 Closed
EWM
1065
Evermay Wealth Management
Virginia
– -$463 -2 Closed
39 40 41 42
43

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.