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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 %
SFI
676
Siemens Fonds Invest
Germany
$439K +$28.8K +136 +7%
BOM
677
Bank of Marin
California
$436K -$2.54K -12 -0.6%
CFG
678
Citizens Financial Group
Rhode Island
$435K +$435K +2,056 New
CW
679
Cook Wealth
North Carolina
$432K +$209K +900 +94%
WF
680
Welch & Forbes
Massachusetts
$429K -$1.7K -8 -0.4%
CWS
681
Confluence Wealth Services
Pennsylvania
$425K +$65.1K +308 +18%
IFU
682
iSAM Funds (UK)
United Kingdom
$425K +$425K +2,008 New
FI
683
Fosun International
China
$423K – – –
IAA
684
Ironsides Asset Advisors
North Carolina
$423K – – –
HWA
685
Heartwood Wealth Advisors
Virginia
$422K +$422K +1,997 New
WPC
686
Wedmont Private Capital
Pennsylvania
$418K +$37.9K +169 +10%
LFAS
687
Level Four Advisory Services
Texas
$418K +$9.09K +43 +2%
WI
688
Wintrust Investments
Illinois
$417K – – –
PAS
689
Park Avenue Securities
New York
$412K -$2.96K -14 -0.7%
Brown Advisory
690
Brown Advisory
Maryland
$411K +$99.2K +469 +32%
CPBTD
691
Central Pacific Bank - Trust Division
Hawaii
$409K -$479K -2,265 -54%
FFO
692
Fortitude Family Office
Arizona
$406K +$14.4K +68 +4%
PWP
693
Principle Wealth Partners
Connecticut
$406K – – –
AIP
694
Ameritas Investment Partners
Nebraska
$405K -$12.1K -57 -3%
BBP
695
Banco BTG Pactual
Brazil
$404K +$404K +1,629 New
BCM
696
Bayesian Capital Management
New York
$402K +$402K +1,900 New
VFA
697
Valeo Financial Advisors
Indiana
$401K -$40.6K -192 -9%
CI
698
Cigna Investments
Connecticut
$401K -$4.66K -22 -1%
HAG
699
HighPoint Advisor Group
Illinois
$399K -$20.1K -82 -5%
NRD
700
Nebula Research & Development
New York
$394K +$394K +1,865 New
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