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1,019 hedge funds and large institutions have $33.4B invested in IQVIA in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 435 increasing their positions, 326 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 435 | Existing positions reduced: 326

19% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 85

0% more funds holding

Funds holding: 1,0141,019 (+5)

1.27% less ownership

Funds ownership: 87.89%86.62% (-1.3%)

17% less capital invested

Capital invested by funds: $40.4B → $33.4B (-$7.03B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

41% less call options, than puts

Call options by funds: $170M | Put options by funds: $287M

Holders
1,019
Holders Change
+5
Holders Change %
+0.49%
% of All Funds
14.72%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
101
Increased
435
Reduced
326
Closed
85
Calls
$170M
Puts
$287M
Net Calls
-$117M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.29B -$178M -784,684 -4%
BlackRock
2
BlackRock
New York
$3.22B -$35.3M -155,409 -1%
Harris Associates
3
Harris Associates
Illinois
$2.26B +$120M +527,906 +5%
State Street
4
State Street
Massachusetts
$1.7B +$15M +66,076 +0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$890M +$15M +66,048 +2%
Morgan Stanley
6
Morgan Stanley
New York
$864M +$22.2M +97,563 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$851M -$45.5M -200,334 -5%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$720M +$48.1M +211,653 +7%
Lazard Asset Management
9
Lazard Asset Management
New York
$695M +$5.58M +24,571 +0.8%
FCM
10
Farallon Capital Management
California
$618M +$19.7M +86,870 +3%
Mitsubishi UFJ Asset Management
11
Mitsubishi UFJ Asset Management
Japan
$552M +$22.9M +100,968 +4%
LP
12
Longview Partners
Guernsey
$471M -$67.2M -295,800 -12%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$440M -$54.3M -238,864 -10%
CCM
14
Cantillon Capital Management
New York
$401M +$29M +127,789 +7%
Invesco
15
Invesco
Georgia
$359M -$65M -286,124 -14%
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$345M +$60.1M +264,555 +19%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$343M +$27.5K +121 +0%
Norges Bank
18
Norges Bank
Norway
$343M -$12.5M -54,956 -3%
Northern Trust
19
Northern Trust
Illinois
$338M +$1.97M +8,686 +0.5%
Goldman Sachs
20
Goldman Sachs
New York
$329M +$50.7M +223,213 +17%
Capital Research Global Investors
21
Capital Research Global Investors
California
$312M -$150M -662,186 -31%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$294M +$67.8M +298,344 +27%
Amundi
23
Amundi
France
$281M +$8.85M +38,965 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$271M -$173M -760,610 -37%
Charles Schwab
25
Charles Schwab
California
$257M +$6.46M +28,422 +2%

IQV Hedge Fund Activity: Q2 2024 in Review

1,019 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2024, worth a combined $33.4B — down 17% from $40.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new IQV positions and 85 closed out — a net gain of 16 holders — while 435 added to existing stakes and 326 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $151M. The largest seller was Sustainable Growth Advisers, cutting an estimated $367M.

  • 1,019 institutional investors held IQVIA (IQV) as of Q2 2024, up from 1,014 in Q1 2024.
  • Funds reported $33.4B of IQVIA stock for Q2 2024, down 17% quarter-over-quarter.
  • 101 funds opened new IQVIA positions in Q2 2024 and 85 closed out, a net change of +16 holders.
  • The largest IQVIA buyer in Q2 2024 was Capital World Investors, an estimated $151M added.
  • The largest IQVIA seller in Q2 2024 was Sustainable Growth Advisers, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2024.