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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 %
MWM
651
Meridian Wealth Management
Kentucky
$428K -$197 -1 -0%
AFM
652
Armstrong Fleming & Moore
District of Columbia
$428K -$82.1K -418 -16%
KCIC
653
Kuhn & Co Investment Counsel
Illinois
$427K – – –
RCG
654
Regatta Capital Group
California
$426K +$19.3K +98 +5%
RG
655
Rathbones Group
United Kingdom
$424K – – –
KHCM
656
Kirtland Hills Capital Management
Ohio
$420K -$13.6K -69 -3%
CC
657
Centiva Capital
New York
$418K -$1.65M -8,382 -80%
MCA
658
MSH Capital Advisors
Arizona
$418K – – –
FFM
659
Forum Financial Management
Illinois
$406K +$141K +718 +53%
LFAS
660
Level Four Advisory Services
Texas
$405K -$3.14K -16 -0.8%
EFM
661
E Fund Management
China
$398K -$426K -2,169 -52%
BOM
662
Bank of Marin
California
$398K -$8.45K -43 -2%
NP
663
NorthRock Partners
Minnesota
$397K +$12.2K +62 +3%
LSAG
664
Lake Street Advisors Group
New Hampshire
$395K -$12.4K -63 -3%
WF
665
Welch & Forbes
Massachusetts
$393K -$2.16K -11 -0.5%
IAA
666
Ironsides Asset Advisors
North Carolina
$393K – – –
SFI
667
Siemens Fonds Invest
Germany
$393K – – –
MAM
668
Milestone Asset Management
Pennsylvania
$393K +$40.1K +204 +11%
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$392K -$26.7K -136 -6%
FFO
670
Fortitude Family Office
Arizona
$384K -$4.13K -21 -1%
CW
671
Cook Wealth
North Carolina
$383K – – –
PWP
672
Principle Wealth Partners
Connecticut
$377K – – –
AIM
673
Achmea Investment Management
Netherlands
$376K -$5.77M -29,356 -94%
JGUA
674
John G. Ullman & Associates
New York
$373K -$39.3K -200 -10%
HWA
675
Heartwood Wealth Advisors
Virginia
$369K – – –
25 26
27
28 29