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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 %
LRPA
526
L. Roy Papp & Associates
Arizona
$944K – – –
HAM
527
Hickory Asset Management
Ohio
$941K +$941K +4,787 New
Fuller & Thaler Asset Management
528
Fuller & Thaler Asset Management
California
$935K -$3.93K -20 -0.4%
PAM
529
Panagora Asset Management
Massachusetts
$927K +$657K +3,345 +243%
BC
530
Bowman & Company
Wisconsin
$926K -$136K -691 -13%
TCM
531
Teza Capital Management
Illinois
$922K -$47.2K -240 -5%
SGA
532
Strategic Global Advisors
California
$917K +$56K +285 +7%
AAM
533
Advisors Asset Management
Colorado
$914K +$355K +1,805 +63%
SWP
534
Sagespring Wealth Partners
Tennessee
$913K +$913K +4,646 New
FHA
535
First Horizon Advisors
Tennessee
$906K -$26.5K -135 -3%
CA
536
Cornerstone Advisors
North Carolina
$904K – – –
LWANC
537
Laurel Wealth Advisors (North Carolina)
North Carolina
$898K +$27.5K +140 +3%
Lido Advisors
538
Lido Advisors
California
$883K +$76.3K +388 +9%
AFCM
539
Applied Finance Capital Management
Puerto Rico
$880K – – –
VF
540
Virtu Financial
New York
$870K -$171K -870 -16%
FC
541
Farringdon Capital
United Kingdom
$860K +$860K +4,376 New
VSQM
542
V-Square Quantitative Management
Illinois
$859K +$21.6K +110 +3%
AC
543
Asio Capital
Kentucky
$846K -$1.22M -6,233 -59%
MFG
544
Merit Financial Group
Georgia
$844K +$208K +1,060 +33%
NB
545
NBT Bank
New York
$843K -$164K -834 -16%
GFM
546
GF Fund Management
China
$841K +$841K +4,278 New
SM
547
Sciencast Management
New Jersey
$838K +$838K +4,263 New
SCTC
548
Sanibel Captiva Trust Company
Florida
$836K -$572K -2,912 -41%
GJWM
549
Gilliland Jeter Wealth Management
Arkansas
$824K +$197 +1 +0%
HI
550
Humankind Investments
New York
$823K +$191K +970 +30%
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