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IQVIA
IQV

Overview Fund Activity

1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M

Top Buyers

1
AM
AGF Management
Ontario, Canada
$145M
2
Goldman Sachs
Goldman Sachs
New York
$338M
3
Harris Associates
Harris Associates
Illinois
$2.57B
4
Invesco
Invesco
Georgia
$501M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$517M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.01B
2
DZ Bank
DZ Bank
Germany
$36M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$34.9M
4
UE
Unisphere Establishment
Liechtenstein
$0
5
MIS
Morningstar Investment Services
Illinois
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$309M -$4.79M -18,959 -2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$305M -$21.2M -83,928 -6%
ATN
28
AMF Tjänstepension
Sweden
$303M +$25.9M +102,402 +9%
Charles Schwab
29
Charles Schwab
California
$300M +$6.95M +27,489 +2%
Amundi
30
Amundi
France
$300M -$14.4M -63,173 -5%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$287M +$7.96M +31,475 +3%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$275M -$3.04M -12,221 -1%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$256M -$6.51M -25,726 -2%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$224M +$15.2M +60,079 +7%
LIP
35
Liontrust Investment Partners
United Kingdom
$219M -$7.02M -27,763 -3%
UBS AM
36
UBS AM
Illinois
$219M -$45.7M -180,689 -17%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$210M -$8.21M -32,470 -4%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$204M +$30.7M +121,872 +18%
RJA
39
Raymond James & Associates
Florida
$201M -$9.95M -39,358 -5%
JFL
40
Jarislowsky, Fraser Ltd
Quebec, Canada
$192M -$7.97M -31,498 -4%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$178M +$70.6M +279,118 +66%
American Century Companies
42
American Century Companies
Missouri
$178M -$4.8M -18,982 -3%
Bank of America
43
Bank of America
North Carolina
$176M +$13M +51,265 +8%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$176M +$3.07M +12,135 +2%
KBC Group
45
KBC Group
Belgium
$157M +$87.9M +347,609 +127%
ACP
46
Atalan Capital Partners
New York
$154M -$15.2M -60,000 -9%
MIS
47
Morningstar Investment Services
Illinois
$153M -$158M -624,306 -51%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$148M +$20.7M +81,975 +16%
AM
49
AGF Management
Ontario, Canada
$145M +$144M +570,459 +12,101%
Ameriprise
50
Ameriprise
Minnesota
$144M -$26.3M -104,202 -15%
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