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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 %
MFG
551
MidWestOne Financial Group
Iowa
$963K +$64.9K +307 +7%
MFG
552
Merit Financial Group
Georgia
$963K +$214K +1,013 +29%
MAS
553
Meeder Advisory Services
Ohio
$951K +$286K +1,352 +43%
QCM
554
Qsemble Capital Management
New York
$947K +$617K +2,919 +187%
AWM
555
Apollon Wealth Management
South Carolina
$940K +$62K +293 +7%
AFCM
556
Applied Finance Capital Management
Puerto Rico
$935K +$935K +4,423 New
SGA
557
Strategic Global Advisors
California
$934K +$17.8K +84 +2%
Capstone Investment Advisors
558
Capstone Investment Advisors
New York
$929K -$363K -1,717 -28%
PA
559
PFG Advisors
Arizona
$924K -$220K -1,040 -19%
BP
560
BNP Paribas
France
$920K – – –
ETC
561
Exchange Traded Concepts
Oklahoma
$907K +$33.4K +158 +4%
KA
562
Kintegral Advisory
New York
$907K -$55.8K -264 -6%
GS
563
GTS Securities
New York
$890K +$583K +2,759 +190%
HKIMG
564
Hutchens & Kramer Investment Management Group
Indiana
$888K +$15.8K +76 +2%
GJWM
565
Gilliland Jeter Wealth Management
Arkansas
$886K -$65.3K -309 -7%
SP
566
Stonebrook Private
Michigan
$883K +$177K +838 +25%
PIM
567
Plato Investment Management
Australia
$869K – – –
BP
568
BBR Partners
New York
$868K +$5.29K +25 +0.6%
Lido Advisors
569
Lido Advisors
California
$868K +$4.65K +22 +0.5%
VSQM
570
V-Square Quantitative Management
Illinois
$865K +$515K +2,434 +147%
William Blair & Company
571
William Blair & Company
Illinois
$861K +$69.4K +328 +9%
IMCOOI
572
Investment Management Corp of Ontario (IMCO)
Canada
$856K +$233K +1,100 +37%
BMCM
573
Burns Matteson Capital Management
New York
$842K -$51.6K -244 -6%
HWM
574
HB Wealth Management
Georgia
$840K +$334K +1,582 +66%
CHAM
575
Clear Harbor Asset Management
Connecticut
$829K +$126K +596 +18%
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