IQVIA
958 hedge funds and large institutions have $37.8B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 280 increasing their positions, 420 reducing their positions, and 101 closing their positions.
29% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 101
17% more capital invested
Capital invested by funds: $32.2B → $37.8B (+$5.62B)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
2% more funds holding
Funds holding: 943 → 958 (+15)
0.38% more ownership
Funds ownership: 89.32% → 89.69% (+0.38%)
6% less call options, than puts
Call options by funds: $215M | Put options by funds: $230M
33% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 420
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$379M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$328M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$145M |
| 4 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$124M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$122M |
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
958 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2023, worth a combined $37.8B — up 17% 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 280 added to existing stakes and 420 trimmed.
The largest buyer was Harris Associates, adding an estimated $379M. The largest seller was AllianceBernstein, cutting an estimated $187M.
- 958 institutional investors held IQVIA (IQV) as of Q4 2023, up from 943 in Q3 2023.
- Funds reported $37.8B of IQVIA stock for Q4 2023, up 17% 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 Harris Associates, an estimated $379M added.
- The largest IQVIA seller in Q4 2023 was AllianceBernstein, an estimated $187M sold.
Based on aggregated 13F filings for Q4 2023.