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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 %
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.13M -$2.02M -9,745 -64%
William Blair & Company
502
William Blair & Company
Illinois
$1.13M +$334K +1,699 +42%
SWP
503
Stratos Wealth Partners
Ohio
$1.13M -$62.7K -319 -5%
IIM
504
Intact Investment Management
Quebec, Canada
$1.12M +$495K +2,520 +79%
Nomura Holdings
505
Nomura Holdings
Japan
$1.12M +$1.12M +5,685 New
QI
506
Qtron Investments
Massachusetts
$1.1M +$455K +2,313 +70%
KAS
507
Kestra Advisory Services
Texas
$1.1M -$220K -1,117 -17%
QCM
508
QRG Capital Management
Illinois
$1.09M -$129K -658 -11%
DL
509
DOHJ LLC
Washington
$1.08M +$35.8K +182 +3%
CIA
510
Concurrent Investment Advisors
Florida
$1.08M -$32.4K -165 -3%
TMAM
511
Tokio Marine Asset Management
Japan
$1.08M +$47.2K +240 +5%
TS
512
Triglav Skladi
Slovenia
$1.08M +$1.08M +5,500 New
NMIMC
513
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M -$2.75K -14 -0.3%
NSLI
514
Nan Shan Life Insurance
Taiwan
$1.07M – – –
AC
515
Allstate Corporation
Illinois
$1.07M +$1.07M +5,420 New
GS
516
GTS Securities
New York
$1.06M -$1.57K -8 -0.1%
CFG
517
Chapman Financial Group
Hawaii
$1.06M +$1.06M +5,398 New
SAM
518
Shell Asset Management
Netherlands
$1.04M +$137K +699 +15%
ETC
519
Exchange Traded Concepts
Oklahoma
$1.02M +$161K +821 +19%
TAM
520
Todd Asset Management
Kentucky
$1.02M – – –
CL
521
Choreo LLC
Illinois
$1.02M -$63.6K -322 -6%
VIS
522
Vega Investment Solutions
France
$976K +$976K +4,968 New
PAG
523
Private Advisor Group
New Jersey
$957K -$172K -877 -15%
IEFM
524
IQ EQ Fund Management
Ireland
$954K -$169K -862 -15%
EF
525
Empowered Funds
Pennsylvania
$946K +$270K +1,376 +40%
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