IQVIA
IQV
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.
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: 13 → 14 (+1)
4% more funds holding
Funds holding: 1,019 → 1,060 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$190M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$143M |
| 3 |
JP Morgan Chase
New York
|
+$133M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$103M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$94.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$381M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$116M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$82.5M |
| 4 |
Morgan Stanley
New York
|
-$69.5M |
| 5 |
Renaissance Technologies
New York
|
-$63.8M |
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.