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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
CC
1101
Corton Capital
Ontario, Canada
-$226K -1,067 Closed
BA
1102
Bridgewater Associates
Connecticut
-$205K -968 Closed
SB
1103
Simmons Bank
Arkansas
-$203K -960 Closed
ATPW
1104
Ashton Thomas Private Wealth
Arizona
-$164K -774 Closed
EC
1105
EntryPoint Capital
New York
-$131K -621 Closed
CA
1106
Crewe Advisors
Utah
-$57.7K -273 Closed
IUHSA
1107
Itau Unibanco Holding S.A.
Brazil
-$29K -137 Closed
MAM
1108
Magellan Asset Management
Australia
-$28.3K -134 Closed
OWA
1109
Opal Wealth Advisors
New York
-$27.3K -129 Closed
MSG
1110
Main Street Group
Virginia
-$14.2K -68 Closed
TSWM
1111
Tyler-Stone Wealth Management
Ohio
-$13.7K -65 Closed
PCWA
1112
Pacific Capital Wealth Advisors
California
-$12.3K -58 Closed
HFM
1113
Harvest Fund Management
China
-$10K -46 Closed
VNA
1114
Valley National Advisers
Pennsylvania
-$7K -34 Closed
CBT
1115
Central Bank & Trust
Kentucky
-$6.34K -30 Closed
FRA
1116
Front Row Advisors
California
-$4.86K -23 Closed
SWS
1117
SYSTM Wealth Solutions
Illinois
-$4.02K -19 Closed
TWP
1118
Triad Wealth Partners
Kansas
-$3.81K -18 Closed
EFP
1119
EnRich Financial Partners
Wisconsin
-$3.38K -16 Closed
LIA
1120
Lynx Investment Advisory
District of Columbia
-$1.06K -5 Closed
PI
1121
PEAK6 Investments
Illinois
-$582 -3 Closed
FNWA
1122
Financial Network Wealth Advisors
Utah
-$211 -1 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.