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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 %
SGAM
451
Smith Group Asset Management
Texas
$1.62M +$1.62M +8,224 New
FCM
452
Fairbanks Capital Management
California
$1.61M +$37.1K +136 +2%
IMRF
453
Illinois Municipal Retirement Fund
Illinois
$1.61M – – –
RFC
454
Regions Financial Corp
Alabama
$1.59M -$334K -1,700 -17%
RBI
455
Raiffeisen Bank International
Austria
$1.57M +$1.57M +7,960 New
BFG
456
Bleakley Financial Group
New Jersey
$1.55M +$448K +2,281 +41%
AIM
457
Aigen Investment Management
New York
$1.55M +$1.55M +7,873 New
CAPTRUST Financial Advisors
458
CAPTRUST Financial Advisors
North Carolina
$1.53M -$75.5K -384 -5%
BFM
459
Boston Financial Management
Massachusetts
$1.51M +$9.83K +50 +0.7%
JIP
460
Jaffetilchin Investment Partners
Florida
$1.49M +$1.49M +7,598 New
OAC
461
OMERS Administration Corp
Ontario, Canada
$1.49M +$251K +1,276 +20%
SCP
462
Stamos Capital Partners
California
$1.49M +$1.49M +7,580 New
PFGIA
463
Patriot Financial Group Insurance Agency
Massachusetts
$1.45M +$130K +661 +10%
KA
464
Kovack Advisors
Florida
$1.44M +$1.44M +7,340 New
TAI
465
Terra Alpha Investments
District of Columbia
$1.43M +$1.43M +7,297 New
CAM
466
Carret Asset Management
New York
$1.43M -$3.93K -20 -0.3%
JF
467
Jump Financial
Illinois
$1.42M -$5.23M -26,626 -79%
CSP
468
Cary Street Partners
Virginia
$1.42M +$1.42M +7,237 New
DW30
469
Drucker Wealth 3.0
New Jersey
$1.42M -$399K -2,029 -22%
SCM
470
Suvretta Capital Management
New York
$1.41M – – –
TCPW
471
Twin City Private Wealth
North Carolina
$1.41M +$3.14K +16 +0.2%
MWS
472
Maxwell Wealth Strategies
California
$1.4M -$872K -4,435 -38%
FT
473
Fiduciary Trust
Massachusetts
$1.39M +$180K +917 +15%
MFS
474
Mattson Financial Services
Michigan
$1.38M +$240K +1,011 +21%
PWM
475
Power Wealth Management
Georgia
$1.37M +$55.6K +283 +4%
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