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922 hedge funds and large institutions have $33.2B invested in IQVIA in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 311 increasing their positions, 371 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 67

12% more capital invested

Capital invested by funds: $29.7B → $33.2B (+$3.52B)

4% more funds holding

Funds holding: 887922 (+35)

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

0.2% less ownership

Funds ownership: 87.69%87.49% (-0.2%)

1% less call options, than puts

Call options by funds: $39.8M | Put options by funds: $40M

16% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 371

Holders
922
Holders Change
+35
Holders Change %
+3.95%
% of All Funds
14.82%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
118
Increased
311
Reduced
371
Closed
67
Calls
$39.8M
Puts
$40M
Net Calls
-$245K
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.39B +$42.7M +210,472 +1%
BlackRock
2
BlackRock
New York
$3.23B +$93.3M +459,878 +3%
State Street
3
State Street
Massachusetts
$1.75B -$11.3M -55,800 -0.6%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.02B -$36.3M -179,023 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$924M +$490M +2,413,558 +115%
Morgan Stanley
6
Morgan Stanley
New York
$782M -$137M -675,883 -15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$761M +$18.3M +90,188 +2%
FCM
8
Farallon Capital Management
California
$668M +$10.2M +50,530 +2%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$634M
Lazard Asset Management
10
Lazard Asset Management
New York
$583M +$5.99M +29,537 +1%
LP
11
Longview Partners
Guernsey
$507M +$7.64M +37,686 +2%
Amundi
12
Amundi
France
$494M +$2.83M +13,947 +0.6%
DZ Bank
13
DZ Bank
Germany
$423M +$398M +1,960,914 +1,853%
Ameriprise
14
Ameriprise
Minnesota
$415M -$241M -1,188,379 -37%
American Century Companies
15
American Century Companies
Missouri
$410M -$60.5M -298,464 -13%
Norges Bank
16
Norges Bank
Norway
$408M -$3.07M -15,160 -0.8%
Northern Trust
17
Northern Trust
Illinois
$384M -$4.24M -20,911 -1%
Fidelity International
18
Fidelity International
Bermuda
$362M -$34.9M -171,846 -9%
Impax Asset Management Group
19
Impax Asset Management Group
United Kingdom
$359M +$72.8M +358,840 +26%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$320M
Mitsubishi UFJ Asset Management
21
Mitsubishi UFJ Asset Management
Japan
$318M +$39.3M +193,590 +14%
CCM
22
Cantillon Capital Management
New York
$313M -$6.43M -31,696 -2%
Invesco
23
Invesco
Georgia
$312M +$20.6M +101,635 +7%
SGA
24
Sustainable Growth Advisers
Connecticut
$311M +$23M +113,170 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$290M -$1.63M -8,016 -0.6%

IQV Hedge Fund Activity: Q4 2022 in Review

922 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2022, worth a combined $33.2B — up 12% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new IQV positions and 67 closed out — a net gain of 51 holders — while 311 added to existing stakes and 371 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $490M. The largest seller was Ameriprise, cutting an estimated $241M.

  • 922 institutional investors held IQVIA (IQV) as of Q4 2022, up from 887 in Q3 2022.
  • Funds reported $33.2B of IQVIA stock for Q4 2022, up 12% quarter-over-quarter.
  • 118 funds opened new IQVIA positions in Q4 2022 and 67 closed out, a net change of +51 holders.
  • The largest IQVIA buyer in Q4 2022 was Fidelity Investments, an estimated $490M added.
  • The largest IQVIA seller in Q4 2022 was Ameriprise, an estimated $241M sold.

Based on aggregated 13F filings for Q4 2022.