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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 %
BP
551
BBR Partners
New York
$807K +$393 +2 +0%
KA
552
Kintegral Advisory
New York
$795K -$36.9K -188 -4%
Wealthfront Advisers
553
Wealthfront Advisers
California
$789K +$103K +523 +15%
HHRDM
554
H&H Retirement Design & Management
Nevada
$772K -$87.3K -457 -10%
MAS
555
Meeder Advisory Services
Ohio
$770K -$59.5K -303 -7%
HA
556
Herold Advisors
New York
$766K -$216K -1,100 -22%
ASN
557
Advisory Services Network
Georgia
$765K -$347K -1,767 -31%
CF
558
Centaurus Financial
California
$764K -$93K -473 -11%
PAS
559
Park Avenue Securities
New York
$759K -$19.3K -98 -2%
AAMU
560
APG Asset Management US
New York
$740K -$782K -3,981 -51%
BMCM
561
Burns Matteson Capital Management
New York
$725K -$38.7K -197 -5%
DCM
562
Dimension Capital Management
Florida
$724K – – –
CCM
563
Coldstream Capital Management
Washington
$718K +$35.2K +179 +5%
SP
564
Stonebrook Private
Michigan
$711K -$112K -569 -14%
BFG
565
Beacon Financial Group
Texas
$708K -$36.7K -187 -5%
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$705K -$10.8K -55 -2%
AWM
567
Apollon Wealth Management
South Carolina
$703K -$255K -1,296 -27%
BJL
568
Brighton Jones LLC
Washington
$703K +$499K +2,537 +244%
FHB
569
First Hawaiian Bank
Hawaii
$695K -$234K -1,189 -25%
AC
570
AXQ Capital
New Jersey
$693K +$693K +3,524 New
UCB
571
United Community Bank
South Carolina
$688K -$21.6K -110 -3%
CUAMC
572
China Universal Asset Management Company
China
$688K – – –
B
573
Birchbrook
Maine
$662K +$4.91K +25 +0.7%
HKIMG
574
Hutchens & Kramer Investment Management Group
Indiana
$662K -$65K -331 -9%
MCA
575
Magnolia Capital Advisors
Mississippi
$655K +$153K +780 +31%
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