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Otter Creek Advisors’s IQVIA IQV Stock Holding History

Otter Creek Advisors’s Portfolio IQV Stock Details IQV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,196
Closed -$235K – 47
2024
Q4 		$235K Sell
1,196
-258
-18% -$54.4K 0.16% 35
2024
Q3 		$345K Sell
1,454
-6,626
-82% -$1.56M 0.22% 34
2024
Q2 		$1.71M Sell
8,080
-9,605
-54% -$2.18M 1.11% 32
2024
Q1 		$4.47M Buy
17,685
+4,607
+35% +$1.08M 2.65% 12
2023
Q4 		$3.03M Buy
13,078
+5,765
+79% +$1.18M 1.8% 18
2023
Q3 		$1.44M Sell
7,313
-8,800
-55% -$1.91M 1.1% 34
2023
Q2 		$3.62M Buy
+16,113
New +$3.24M 2.12% 16
2022
Q4 		– Sell
-21,508
Closed -$3.9M – 47
2022
Q3 		$3.9M Sell
21,508
-2,074
-9% -$454K 3.17% 9
2022
Q2 		$5.12M Buy
23,582
+2,354
+11% +$511K 3.43% 6
2022
Q1 		$4.91M Buy
21,228
+4,124
+24% +$977K 1.98% 15
2021
Q4 		$4.83M Sell
17,104
-859
-5% -$223K 3.12% 8
2021
Q3 		$4.3M Buy
17,963
+62
+0.3% +$15.6K 2.29% 23
2021
Q2 		$4.34M Sell
17,901
-4,202
-19% -$970K 1.9% 21
2021
Q1 		$4.27M Buy
22,103
+9,124
+70% +$1.71M 2.81% 12
2020
Q4 		$2.33M Buy
12,979
+85
+0.7% +$14.3K 1.85% 25
2020
Q3 		$2.03M Buy
12,894
+37
+0.3% +$5.8K 1.81% 28
2020
Q2 		$1.82M Buy
+12,857
New +$1.74M 1.44% 31

Other funds holding IQV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Otter Creek Advisors's IQV Position: Q1 2025 in Review

Otter Creek Advisors sold out of IQVIA (IQV) in Q1 2025, closing a stake of 1,196 shares — an estimated $235K sold.

Otter Creek Advisors first reported a position in IQV in Q2 2020 and held it in 17 quarters. The position peaked at $5.12M in Q2 2022. 989 funds tracked by Wall St. Rank hold IQV as of Q1 2025.

  • Otter Creek Advisors reported no remaining IQVIA position as of Q1 2025 after selling out during the quarter.
  • Otter Creek Advisors sold 1,196 IQVIA shares in Q1 2025, an estimated $235K.
  • Otter Creek Advisors first reported a position in IQVIA in Q2 2020 and held it in 17 quarters.
  • Otter Creek Advisors's IQVIA position peaked at $5.12M in Q2 2022.
  • 989 funds tracked by Wall St. Rank held IQVIA as of Q1 2025.

Based on Otter Creek Advisors's 13F filing for Q1 2025, filed 13 May 2025.