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IQVIA
IQV

941 hedge funds and large institutions have $32.2B invested in IQVIA in 2023 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 356 increasing their positions, 349 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 71

2.1% more ownership

Funds ownership: 87.14% → 89.24% (+2.1%)

1% more funds holding

Funds holding: 930 → 941 (+11)

2% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 349

10% less call options, than puts

Call options by funds: $60.8M | Put options by funds: $67.9M

11% less capital invested

Capital invested by funds: $36.3B → $32.2B (-$4.12B)

15% less funds holding in top 10

Funds holding in top 10: 20 → 17 (-3)

Holders
941
Holders Change
+11
Holders Change %
+1.18%
% of All Funds
14.93%
Holding in Top 10
17
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15%
% of All Funds
0.27%
New
98
Increased
356
Reduced
349
Closed
71
Calls
$60.8M
Puts
$67.9M
Net Calls
-$7.06M
Net Calls Change
+$6.97M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$1.37B
2
AT
AMF Tjänstepension
Sweden
+$163M
3
EAM
Eagle Asset Management
Florida
+$114M
4
DZ Bank
DZ Bank
Germany
+$61.1M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$56.9M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$272M
2
FCM
Farallon Capital Management
California
-$239M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$232M
4
BlackRock
BlackRock
New York
-$149M
5
Ameriprise
Ameriprise
Minnesota
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.01B -$232M -1,069,682 -5%
BlackRock
2
BlackRock
New York
$2.93B -$149M -688,362 -4%
State Street
3
State Street
Massachusetts
$1.59B -$82.3M -379,254 -4%
Harris Associates
4
Harris Associates
Illinois
$1.55B +$1.37B +6,304,424 +394%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.11B -$64.2M -295,809 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$774M +$8.16M +37,595 +1%
Morgan Stanley
7
Morgan Stanley
New York
$733M -$15.4M -70,903 -2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$653M -$272M -1,253,476 -27%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$609M – – –
Lazard Asset Management
10
Lazard Asset Management
New York
$568M +$17.4M +80,189 +3%
FCM
11
Farallon Capital Management
California
$544M -$239M -1,100,780 -28%
LP
12
Longview Partners
Guernsey
$544M +$1.9M +8,768 +0.3%
Mitsubishi UFJ Asset Management
13
Mitsubishi UFJ Asset Management
Japan
$457M +$16.8M +77,422 +3%
Norges Bank
14
Norges Bank
Norway
$413M +$9.9M +45,590 +2%
CCM
15
Cantillon Capital Management
New York
$363M -$1.52M -7,015 -0.4%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$357M +$3.72M +17,139 +1%
JP Morgan Chase
17
JP Morgan Chase
New York
$350M +$31M +142,707 +9%
Northern Trust
18
Northern Trust
Illinois
$342M +$6.82M +31,413 +2%
Fidelity International
19
Fidelity International
Bermuda
$341M +$12.9M +59,507 +4%
Impax Asset Management Group
20
Impax Asset Management Group
United Kingdom
$326M -$4.19M -19,312 -1%
SGA
21
Sustainable Growth Advisers
Connecticut
$325M -$3.79M -17,449 -1%
Invesco
22
Invesco
Georgia
$317M +$20.4M +94,073 +6%
Capital Research Global Investors
23
Capital Research Global Investors
California
$276M +$34.1M +156,980 +13%
Amundi
24
Amundi
France
$268M +$4.1M +18,885 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$265M -$10.2M -47,059 -3%
1
2 3 4 5

IQV Hedge Fund Activity: Q3 2023 in Review

941 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2023, worth a combined $32.2B — down 11% from $36.3B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IQV positions and 71 closed out — a net gain of 27 holders — while 356 added to existing stakes and 349 trimmed.

The largest buyer was Harris Associates, adding an estimated $1.37B. The largest seller was Fidelity Investments, cutting an estimated $272M.

  • 941 institutional investors held IQVIA (IQV) as of Q3 2023, up from 930 in Q2 2023.
  • Funds reported $32.2B of IQVIA stock for Q3 2023, down 11% quarter-over-quarter.
  • 98 funds opened new IQVIA positions in Q3 2023 and 71 closed out, a net change of +27 holders.
  • The largest IQVIA buyer in Q3 2023 was Harris Associates, an estimated $1.37B added.
  • The largest IQVIA seller in Q3 2023 was Fidelity Investments, an estimated $272M sold.

Based on aggregated 13F filings for Q3 2023.