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IQVIA
IQV

Overview Fund Activity

950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.87B
2
Harris Associates
Harris Associates
Illinois
$2.26B
3
DZ Bank
DZ Bank
Germany
$478M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.88B
5
MIS
Morningstar Investment Services
Illinois
$287M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$1.1B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$564M
3
Boston Partners
Boston Partners
Massachusetts
$775K
4
Norges Bank
Norges Bank
Norway
$384M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$299M -$13.1M -56,809 -4%
Bessemer Group
27
Bessemer Group
New Jersey
$292M -$4.13M -17,858 -1%
Legal & General Group
28
Legal & General Group
United Kingdom
$287M +$8.31M +35,897 +3%
MIS
29
Morningstar Investment Services
Illinois
$287M +$141M +606,333 +97%
Charles Schwab
30
Charles Schwab
California
$269M +$6.62M +28,598 +3%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$259M -$11M -47,429 -4%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$256M +$19.8M +85,428 +8%
ATN
33
AMF Tjänstepension
Sweden
$253M +$79.1M +341,923 +45%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$252M -$13.2M -57,194 -5%
UBS AM
35
UBS AM
Illinois
$242M -$31M -134,082 -11%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$241M +$60.2M +260,271 +33%
LIP
37
Liontrust Investment Partners
United Kingdom
$207M -$13.4M -57,699 -6%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$199M -$16.8M -72,722 -8%
Parnassus Investments
39
Parnassus Investments
California
$194M -$18.1M -78,075 -9%
Goldman Sachs
40
Goldman Sachs
New York
$194M +$34.4M +148,568 +22%
RJA
41
Raymond James & Associates
Florida
$193M +$416K +1,800 +0.2%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$191M -$31.9M -137,932 -14%
UE
43
Unisphere Establishment
Liechtenstein
$185M +$185M +800,000 New
JFL
44
Jarislowsky, Fraser Ltd
Quebec, Canada
$183M -$1.41M -6,106 -0.8%
American Century Companies
45
American Century Companies
Missouri
$167M +$6.03M +26,076 +4%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$159M -$6.09M -26,323 -4%
Nuveen Asset Management
47
Nuveen Asset Management
Illinois
$158M -$3.42M -14,771 -2%
Ameriprise
48
Ameriprise
Minnesota
$156M -$11.3M -48,733 -7%
ACP
49
Atalan Capital Partners
New York
$155M +$4.63M +20,000 +3%
Bank of America
50
Bank of America
North Carolina
$149M -$27.6M -119,405 -16%
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