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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
PMFA
1051
Plante Moran Financial Advisors
Michigan
$711 +$708 +3 New
VAMG
1052
Voisard Asset Management Group
Michigan
$711 +$708 +3 New
SFCL
1053
Strengthening Families & Communities LLC
Massachusetts
$474
VWA
1054
Valued Wealth Advisors
Utah
$474
WA
1055
WestEnd Advisors
North Carolina
$474
CAM
1056
Chesapeake Asset Management
New York
$473 +$472 +2 New
MA
1057
MCF Advisors
Kentucky
$237 -$7.32K -31 -97%
SWA
1058
SOA Wealth Advisors
New York
$237
RWM
1059
Reston Wealth Management
Virginia
$237 +$236 +1 New
IAIM
1060
International Assets Investment Management
Florida
$173 +$9.64M +40,844 +26,871%
CMP
1061
Coston McIsaac & Partners
Maine
$6
DWM
1062
Dogwood Wealth Management
Kansas
$5
EHI
1063
Eagle Health Investments
Connecticut
-$25.8M -121,895 Closed
DFO
1064
Duquesne Family Office
New York
-$12.8M -60,360 Closed
ECM
1065
ExodusPoint Capital Management
New York
-$12.1M -57,362 Closed
SW
1066
Simplicity Wealth
New Jersey
-$8.49M -40,165 Closed
SW
1067
SVB Wealth
Massachusetts
-$6.2M -29,318 Closed
CCM
1068
Cinctive Capital Management
New York
-$5.12M -24,221 Closed
EP
1069
Edgestream Partners
New Jersey
-$5.04M -23,825 Closed
FSA
1070
Financial Sense Advisors
California
-$4.57M -21,610 Closed
RIM
1071
Reliant Investment Management
Tennessee
-$3.94M -18,640 Closed
SEC
1072
Seven Eight Capital
New York
-$3.38M -15,994 Closed
HP
1073
HealthInvest Partners
Sweden
-$2.96M -13,984 Closed
CIP
1074
Chartwell Investment Partners
Pennsylvania
-$2.63M -12,451 Closed
BPC
1075
Banque Pictet & Cie
Switzerland
-$2.27M -10,750 Closed

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.