IQV icon

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 %
SA
576
Sanctuary Advisors
Indiana
$803K +$803K +3,419 New
FCBT
577
First Citizens Bank & Trust
North Carolina
$799K +$86.5K +409 +12%
BFG
578
Beacon Financial Group
Texas
$797K -$32.8K -155 -4%
FI
579
Financial Insights
Washington
$785K -$213K -1,006 -21%
DCM
580
Dimension Capital Management
Florida
$779K – – –
UCB
581
United Community Bank
South Carolina
$777K -$61.3K -290 -7%
FLPIM
582
F.L. Putnam Investment Management
Massachusetts
$769K -$48.2K -228 -6%
KFA
583
Kelleher Financial Advisors
New York
$766K – – –
C1AG
584
Client 1st Advisory Group
Florida
$759K +$58.8K +278 +8%
NS
585
NBC Securities
Alabama
$754K +$137K +648 +22%
MM
586
MQS Management
New York
$750K +$750K +3,547 New
SRL
587
Scientech Research LLC
New Jersey
$743K +$382K +1,807 +106%
ACM
588
Allred Capital Management
Texas
$731K +$96.2K +455 +15%
FB
589
Fulton Bank
Pennsylvania
$728K -$13.3K -63 -2%
AWS
590
Atria Wealth Solutions
New York
$724K -$419K -1,982 -37%
APC
591
Aspire Private Capital
North Carolina
$719K +$25.4K +120 +4%
IWA
592
IVC Wealth Advisors
Pennsylvania
$714K – – –
B
593
Birchbrook
Maine
$700K -$6.98K -33 -1%
Wealthfront Advisers
594
Wealthfront Advisers
California
$697K +$60K +284 +9%
AIM
595
Aigen Investment Management
New York
$695K +$695K +3,289 New
AA
596
ALPS Advisors
Colorado
$694K -$28.5K -135 -4%
BIM
597
Baldwin Investment Management
Pennsylvania
$691K – – –
GTAM
598
Global Trust Asset Management
Florida
$683K – – –
UCFA
599
United Capital Financial Advisors
Texas
$682K -$50.7K -240 -7%
QT
600
Quantbot Technologies
New York
$679K +$679K +3,210 New
22 23
24
25 26