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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 %
FPWM
576
FSB Premier Wealth Management
Iowa
$646K +$108K +551 +20%
OHWP
577
Oak Harbor Wealth Partners
North Carolina
$645K -$9.63K -49 -1%
GTAM
578
Global Trust Asset Management
Florida
$634K – – –
AA
579
Advisory Alpha
Michigan
$627K +$96.7K +492 +18%
WA
580
Waverly Advisors
Alabama
$626K +$626K +3,184 New
FCBT
581
First Citizens Bank & Trust
North Carolina
$624K -$104K -530 -14%
ACM
582
Allred Capital Management
Texas
$624K -$93.5K -476 -13%
GT
583
Greenleaf Trust
Michigan
$624K -$22.2K -113 -3%
LOIM
584
Liberty One Investment Management
Illinois
$618K +$28.1K +143 +5%
AA
585
ALPS Advisors
Colorado
$615K -$7.86K -40 -1%
HWM
586
HB Wealth Management
Georgia
$614K -$174K -886 -22%
C1AG
587
Client 1st Advisory Group
Florida
$614K -$7.07K -36 -1%
LWP
588
LeClair Wealth Partners
Ohio
$607K +$607K +3,091 New
CW
589
CreativeOne Wealth
Kansas
$602K -$20K -102 -3%
GLR
590
Great Lakes Retirement
Ohio
$600K +$35.2K +179 +6%
PWM
591
Perigon Wealth Management
California
$594K +$27.9K +141 +5%
FLPIM
592
F.L. Putnam Investment Management
Massachusetts
$592K -$124K -630 -17%
MF
593
Magnetar Financial
Illinois
$590K -$4.71M -23,958 -89%
SCI
594
S&CO Inc
Massachusetts
$589K – – –
1832 Asset Management
595
1832 Asset Management
Ontario, Canada
$589K -$20.4M -103,839 -97%
MOS
596
MGO One Seven
Ohio
$578K -$416K -2,119 -42%
DT
597
Diversified Trust
Tennessee
$574K -$15.5K -79 -3%
ECM
598
Everence Capital Management
Indiana
$574K -$546K -2,778 -49%
GM
599
GeoWealth Management
Illinois
$572K -$119K -604 -17%
CPCPP
600
Canada Post Corporation Pension Plan
Canada
$572K +$572K +2,910 New
22 23
24
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