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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 %
RCA
676
Roberts Capital Advisors
Colorado
$366K – – –
PWS
677
Peterson Wealth Services
Utah
$366K +$59.9K +305 +20%
STA
678
Summit Trail Advisors
New York
$365K +$115K +587 +46%
FTWA
679
Fifth Third Wealth Advisors
Ohio
$361K +$74.9K +381 +26%
CI
680
Cigna Investments
Connecticut
$361K -$6.49K -33 -2%
RS
681
R Squared
Hong Kong
$360K +$360K +1,830 New
Bessemer Group
682
Bessemer Group
New Jersey
$357K -$238K -1,213 -40%
ECG
683
Edge Capital Group
Georgia
$356K +$307K +11,284 +623%
CFO
684
Callan Family Office
Pennsylvania
$355K +$355K +1,805 New
CA
685
Continuum Advisory
Idaho
$354K +$12.6K +64 +4%
LGA
686
Lebenthal Global Advisors
New York
$353K -$186K -945 -35%
AG
687
AlTi Global
New York
$352K +$352K +1,786 New
RFW
688
Rainier Family Wealth
Washington
$347K +$347K +1,764 New
CP
689
Cumberland Partners
Ontario, Canada
$346K +$19.5K +99 +6%
KCM
690
KRS Capital Management
Michigan
$344K -$2.95K -15 -0.8%
IAA
691
Independent Advisor Alliance
North Carolina
$340K +$113K +574 +50%
AWS
692
Atria Wealth Solutions
New York
$337K -$163K -831 -33%
IC
693
Iconiq Capital
California
$336K +$336K +1,712 New
HH
694
Hilltop Holdings
Texas
$336K -$34.2K -174 -9%
CGA
695
Compound Global Advisors
Washington
$334K +$334K +1,700 New
MA
696
Mutual Advisors
Nebraska
$334K +$43.1K +218 +15%
AIP
697
Ameritas Investment Partners
Nebraska
$330K -$14.5K -74 -4%
HT
698
Headlands Technologies
Illinois
$329K +$263K +1,338 +397%
TSS
699
Two Sigma Securities
New York
$327K +$44.2K +225 +16%
AWAP
700
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$326K – – –
26 27
28
29 30