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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 %
SB
626
SIG Brokerage
New York
$487K +$487K +2,477 New
JRP
627
Jasper Ridge Partners
California
$484K +$786 +4 +0.2%
IIM
628
INTECH Investment Management
Florida
$480K +$295K +1,501 +159%
MCC
629
Malaga Cove Capital
California
$480K +$210K +1,069 +78%
Brown Advisory
630
Brown Advisory
Maryland
$478K +$45.8K +233 +11%
PA
631
Profund Advisors
Maryland
$477K -$69.6K -354 -13%
OPWM
632
Oregon Pacific Wealth Management
Oregon
$470K +$470K +2,393 New
SOS
633
Silver Oak Securities
Tennessee
$470K +$71.7K +363 +18%
HIC
634
Holderness Investments Company
North Carolina
$470K +$87.4K +445 +23%
BRWA
635
B. Riley Wealth Advisors
Florida
$468K -$79K -402 -14%
HI
636
Horizon Investments
North Carolina
$466K +$3.73K +19 +0.8%
WPW
637
Waldron Private Wealth
Pennsylvania
$464K -$11K -56 -2%
HP
638
Haven Private
Florida
$457K +$457K +2,326 New
P
639
&Partners
Tennessee
$457K -$14.5K -72 -3%
PMG
640
ProVise Management Group
Florida
$457K -$16.7K -85 -4%
GVAG
641
Great Valley Advisor Group
Delaware
$456K -$181K -921 -28%
SCA
642
Snowden Capital Advisors
New York
$454K -$41.1K -209 -8%
DC
643
Davenport & Co
Virginia
$451K -$3.44M -17,518 -88%
BB
644
Busey Bank
Illinois
$448K -$7.07K -36 -2%
IWA
645
IVC Wealth Advisors
Pennsylvania
$446K -$40.7K -207 -8%
SSA
646
Schonfeld Strategic Advisors
New York
$435K -$9.9M -50,364 -96%
TAM
647
Trust Asset Management
Texas
$431K – – –
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
$430K -$9.63K -49 -2%
SB
649
Strategic Blueprint
Georgia
$429K -$96.5K -491 -18%
HAG
650
HighPoint Advisor Group
Illinois
$428K +$79.4K +395 +23%
24 25
26
27 28