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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 %
PWM
626
Perigon Wealth Management
California
$591K -$31.3K -148 -5%
Fuller & Thaler Asset Management
627
Fuller & Thaler Asset Management
California
$589K +$357K +1,690 +154%
GLR
628
Great Lakes Retirement
Ohio
$572K +$66.2K +313 +13%
CG
629
Caprock Group
Idaho
$568K +$112K +530 +25%
SCA
630
Snowden Capital Advisors
New York
$568K -$29K -137 -5%
A
631
Allianz
Germany
$555K +$16.9K +80 +3%
CW
632
CreativeOne Wealth
Kansas
$553K -$39.3K -186 -7%
IIM
633
Intact Investment Management
Quebec, Canada
$552K +$552K +2,610 New
P
634
Pitcairn
Pennsylvania
$551K +$2.96K +14 +0.5%
OWA
635
Outlook Wealth Advisors
Texas
$549K -$8.04K -38 -1%
AFM
636
Armstrong Fleming & Moore
District of Columbia
$549K – – –
EF
637
Empowered Funds
Pennsylvania
$543K +$11.4K +54 +2%
MCA
638
Magnolia Capital Advisors
Mississippi
$537K -$58.6K -277 -10%
NFC
639
Northeast Financial Consultants
Connecticut
$537K – – –
HI
640
Horizon Investments
North Carolina
$531K +$4.86K +23 +0.9%
QI
641
Qtron Investments
Massachusetts
$524K – – –
CCIA
642
Campbell & Co Investment Adviser
Maryland
$522K +$65.5K +310 +14%
JRP
643
Jasper Ridge Partners
California
$520K – – –
S
644
SignatureFD
Georgia
$513K -$46.5K -220 -8%
BAM
645
Blueshift Asset Management
New Jersey
$513K +$513K +2,426 New
LSAG
646
Lake Street Advisors Group
New Hampshire
$512K +$229K +1,081 +81%
WPW
647
Waldron Private Wealth
Pennsylvania
$510K +$14K +66 +3%
OTL
648
Oak Thistle LLC
New York
$508K +$508K +2,404 New
NW
649
NewEdge Wealth
Pennsylvania
$506K -$12.5K -59 -2%
VA
650
Vident Advisory
Georgia
$506K +$80.8K +382 +19%
24 25
26
27 28