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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 %
S
601
SignatureFD
Georgia
$569K +$68K +346 +14%
BIM
602
Baldwin Investment Management
Pennsylvania
$563K -$134K -683 -19%
CFG
603
Citizens Financial Group
Rhode Island
$554K +$70.2K +357 +14%
VA
604
Vident Advisory
Georgia
$551K -$7.47K -38 -1%
AWM
605
AE Wealth Management
Kansas
$550K -$2.47M -12,544 -82%
MYAM
606
Meiji Yasuda Asset Management
Japan
$548K -$1.84M -9,354 -77%
UCFA
607
United Capital Financial Advisors
Texas
$547K -$153K -777 -22%
IWC
608
Integrated Wealth Concepts
Massachusetts
$543K +$111K +566 +26%
FRM
609
Fox Run Management
Connecticut
$541K +$541K +2,753 New
CG
610
Caprock Group
Idaho
$534K -$56.6K -288 -10%
BCM
611
Brookstone Capital Management
Illinois
$521K +$6.29K +32 +1%
PSP
612
Principal Street Partners
Tennessee
$520K – – –
UH
613
Unigestion Holding
Switzerland
$519K +$87.3K +444 +20%
KFA
614
Kelleher Financial Advisors
New York
$516K -$196K -997 -28%
I
615
InceptionR
California
$513K +$513K +2,610 New
FB
616
Fulton Bank
Pennsylvania
$512K -$465K -2,364 -48%
AF
617
Abound Financial
California
$512K +$512K +2,605 New
IA
618
Inspire Advisors
Idaho
$508K +$46.4K +236 +10%
MWP
619
Meriwether Wealth & Planning
Louisiana
$505K +$505K +2,568 New
GLA
620
Great Lakes Advisors
Illinois
$503K -$31.6K -161 -6%
FAM
621
Fairtree Asset Management
South Africa
$503K +$503K +2,559 New
MSA
622
MUFG Securities Americas
New York
$500K +$500K +2,546 New
P
623
Pitcairn
Pennsylvania
$498K +$39.9K +203 +9%
T. Rowe Price Investment Management
624
T. Rowe Price Investment Management
Maryland
$496K +$107K +544 +28%
PIMJS
625
PKO Investment Management Joint-Stock
Poland
$491K +$197K +1,000 +67%
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25
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