IQV icon

IQVIA
IQV

Overview Fund Activity

993 hedge funds and large institutions have $30.2B invested in IQVIA in 2024 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 327 increasing their positions, 424 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
993
Holders Change
-57
Holders Change %
-5.43%
% of All Funds
13.22%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
129
Increased
327
Reduced
424
Closed
170
Calls
$165M
Puts
$260M
Net Calls
-$94.9M
Net Calls Change
-$68.7M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$227M
2
Millennium Management
Millennium Management
New York
+$202M
3
American Century Companies
American Century Companies
Missouri
+$178M
4
Invesco
Invesco
Georgia
+$177M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$344M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$313M
3
LIP
Liontrust Investment Partners
United Kingdom
-$180M
4
Lazard Asset Management
Lazard Asset Management
New York
-$140M
5
ACP
Atalan Capital Partners
New York
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
401
Voya Financial Advisors
Connecticut
$2.32M -$105K -534 -4%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$2.28M +$1.15M +5,876 +103%
CCP
403
Carmel Capital Partners
California
$2.24M +$754K +3,838 +51%
GCM
404
Graham Capital Management
Connecticut
$2.2M +$2.2M +11,201 New
SSWM
405
Smith Salley Wealth Management
North Carolina
$2.18M +$140K +713 +7%
Nisa Investment Advisors
406
Nisa Investment Advisors
Missouri
$2.13M -$100K -511 -5%
GRP
407
Global Retirement Partners
California
$2.12M +$22K +112 +1%
Teacher Retirement System of Texas
408
Teacher Retirement System of Texas
Texas
$2.11M -$20M -101,572 -90%
CBB
409
Citizens Business Bank
California
$2.11M -$639K -2,579 -23%
TRCT
410
Tower Research Capital (TRC)
New York
$2.1M +$910K +4,632 +76%
HIMCH
411
Hartford Investment Management Co (HIMCO)
Connecticut
$2.09M -$52.1K -265 -2%
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$2.08M -$512K -2,606 -20%
NIM
413
NEOS Investment Management
Connecticut
$2.07M +$489K +2,488 +31%
QIM
414
Quantitative Investment Management
Virginia
$2.02M +$2.02M +10,297 New
SI
415
Sava Infond
Slovenia
$2.01M +$2.01M +10,250 New
Envestnet Portfolio Solutions
416
Envestnet Portfolio Solutions
Illinois
$2.01M -$546K -2,779 -21%
GAM
417
Generali Asset Management
Italy
$2M +$2M +10,197 New
OAM
418
Oppenheimer Asset Management
New York
$2M -$627K -3,192 -24%
SCM
419
Sterling Capital Management
North Carolina
$1.98M -$20.4M -104,041 -91%
MGP
420
Metis Global Partners
California
$1.97M +$321K +1,633 +19%
PFS
421
Prospera Financial Services
Texas
$1.96M +$1.76M +8,934 +865%
TC
422
TownSquare Capital
Utah
$1.95M -$447K -2,273 -19%
SLI
423
Sumitomo Life Insurance
Japan
$1.95M -$32.2K -164 -2%
HAG
424
HF Advisory Group
Maryland
$1.94M +$475K +2,419 +32%
Wealth Enhancement Advisory Services
425
Wealth Enhancement Advisory Services
Minnesota
$1.94M +$881K +4,483 +83%
15 16
17
18 19