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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.

New
Increased
Maintained
Reduced
Closed

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: 1314 (+1)

4% more funds holding

Funds holding: 1,0191,060 (+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

Holders
1,060
Holders Change
+41
Holders Change %
+4.02%
% of All Funds
15.22%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
110
Increased
442
Reduced
358
Closed
60
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.75B -$60.7M -257,347 -1%
BlackRock
2
BlackRock
New York
$3.59B -$16.1M -68,189 -0.4%
Harris Associates
3
Harris Associates
Illinois
$2.41B -$116M -492,190 -5%
State Street
4
State Street
Massachusetts
$1.84B -$62.2M -263,431 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$968M -$29.4M -124,448 -3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$922M -$30.8M -130,587 -3%
Morgan Stanley
7
Morgan Stanley
New York
$898M -$69.5M -294,415 -7%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$846M +$39.1M +165,578 +5%
Lazard Asset Management
9
Lazard Asset Management
New York
$790M +$10.8M +45,954 +1%
FCM
10
Farallon Capital Management
California
$751M +$58.6M +248,051 +8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$684M +$190M +804,963 +39%
Mitsubishi UFJ Asset Management
12
Mitsubishi UFJ Asset Management
Japan
$564M -$54.8M -232,353 -9%
LP
13
Longview Partners
Guernsey
$532M +$4M +16,935 +0.8%
JP Morgan Chase
14
JP Morgan Chase
New York
$437M +$133M +563,896 +44%
CCM
15
Cantillon Capital Management
New York
$436M -$13M -55,002 -3%
Impax Asset Management Group
16
Impax Asset Management Group
United Kingdom
$424M +$37.3M +157,809 +10%
Invesco
17
Invesco
Georgia
$400M -$1.85M -7,845 -0.5%
Norges Bank
18
Norges Bank
Norway
$400M +$15.7M +66,346 +4%
Goldman Sachs
19
Goldman Sachs
New York
$390M +$20.3M +86,097 +6%
Northern Trust
20
Northern Trust
Illinois
$365M -$13.6M -57,788 -4%
Capital Research Global Investors
21
Capital Research Global Investors
California
$363M +$13.2M +56,045 +4%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$332M -$1.38M -5,860 -0.4%
Amundi
23
Amundi
France
$292M -$16.8M -71,198 -5%
UBS AM
24
UBS AM
Illinois
$291M +$9.39M +39,772 +3%
Charles Schwab
25
Charles Schwab
California
$285M -$3.48M -14,728 -1%

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.