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IQVIA
IQV

Overview Fund Activity

1,013 hedge funds and large institutions have $33.3B invested in IQVIA in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 325 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
101
Increased
433
Reduced
325
Closed
84
Calls
$170M
Puts
$287M
Net Calls
-$117M
Net Calls Change
-$37M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$141M
2
Harris Associates
Harris Associates
Illinois
+$112M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$110M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$79.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$70.6M

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
-$341M
2
Bessemer Group
Bessemer Group
New Jersey
-$265M
3
ATN
AMF Tjänstepension
Sweden
-$248M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$166M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
501
Holt Capital Partners
Texas
$1.33M -$8.46K -40 -0.6%
CAPTRUST Financial Advisors
502
CAPTRUST Financial Advisors
North Carolina
$1.32M +$224K +1,060 +20%
FT
503
Fiduciary Trust
Massachusetts
$1.31M +$184K +871 +16%
SWP
504
Stratos Wealth Partners
Ohio
$1.31M +$27.5K +130 +2%
EF
505
Empirical Finance
Pennsylvania
$1.3M -$103K -489 -7%
NSAM
506
North Star Asset Management
Wisconsin
$1.3M – – –
QCM
507
QRG Capital Management
Illinois
$1.28M +$154K +729 +14%
GAM
508
Groupama Asset Management
France
$1.28M +$599K +2,833 +88%
SP
509
Stablepoint Partners
Massachusetts
$1.26M +$107K +451 +9%
PWM
510
Power Wealth Management
Georgia
$1.24M +$504K +2,382 +68%
KRSITF
511
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.24M -$30.9K -146 -2%
NMIMC
512
Northwestern Mutual Investment Management Company
Wisconsin
$1.23M +$1.9K +9 +0.2%
FIA
513
Foundations Investment Advisors
Arizona
$1.22M -$34.3K -162 -3%
NIMI
514
Natixis Investment Managers International
France
$1.21M -$37K -175 -3%
SAM
515
Simplify Asset Management
Nevada
$1.21M +$1.21M +5,743 New
Fifth Third Bancorp
516
Fifth Third Bancorp
Ohio
$1.21M -$4.86K -23 -0.4%
FRM
517
Fox Run Management
Connecticut
$1.21M +$1.21M +5,712 New
ASN
518
Advisory Services Network
Georgia
$1.2M -$236K -1,116 -16%
IA
519
Icon Advisers
Colorado
$1.18M -$751K -3,600 -39%
TI
520
Tidal Investments
Wisconsin
$1.16M -$458K -2,166 -28%
NB
521
NBT Bank
New York
$1.16M -$322K -1,525 -22%
FCM
522
Fairbanks Capital Management
California
$1.15M +$26.9K +127 +2%
NSLI
523
Nan Shan Life Insurance
Taiwan
$1.15M – – –
FGI
524
Foresight Global Investors
New York
$1.14M – – –
Wealth Enhancement Advisory Services
525
Wealth Enhancement Advisory Services
Minnesota
$1.14M -$103K -487 -8%
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