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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$897M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$379M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$328M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$145M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$187M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$180M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$94.5M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$92.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$90.6M |
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.