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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 %
DL
701
DOHJ LLC
Washington
$392K +$40K +189 +11%
RFC
702
Regions Financial Corp
Alabama
$392K -$32.6K -154 -8%
NP
703
NorthRock Partners
Minnesota
$386K +$1.69K +8 +0.4%
BWG
704
Berry Wealth Group
Texas
$386K +$31.7K +150 +9%
Walleye Trading
705
Walleye Trading
New York
$385K +$301K +1,424 +359%
ECG
706
Edge Capital Group
Georgia
$383K – – –
PCM
707
Prelude Capital Management
New York
$381K +$172K +814 +83%
KCM
708
KRS Capital Management
Michigan
$373K – – –
EI
709
Ellevest Inc
New York
$373K +$23.3K +110 +7%
ZIM
710
Zacks Investment Management
Illinois
$369K -$49.3K -233 -12%
GWA
711
Gratus Wealth Advisors
Virginia
$368K -$16.6K -74 -4%
MAM
712
Milestone Asset Management
Pennsylvania
$363K +$47.4K +224 +15%
MYLI
713
Meiji Yasuda Life Insurance
Japan
$362K -$21.1K -100 -6%
DAS
714
Dynamic Advisor Solutions
Arizona
$361K -$32.6K -154 -8%
TC
715
TradeLink Capital
Illinois
$359K +$359K +1,700 New
SIC
716
Sterling Investment Counsel
New York
$355K +$70K +331 +25%
AWAP
717
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$354K -$20.3K -96 -5%
VCM
718
Virtue Capital Management
Tennessee
$353K +$8.89K +37 +3%
CCB
719
Cutter & Co Brokerage
Missouri
$346K – – –
AAM
720
Advisors Asset Management
Colorado
$345K +$70.6K +334 +26%
LWM
721
Lyell Wealth Management
California
$345K – – –
TFA
722
Tranquilli Financial Advisor
New Jersey
$345K -$28.6K -137 -8%
MWM
723
Mission Wealth Management
California
$343K +$11.2K +53 +3%
CFFP
724
Center for Financial Planning
Michigan
$341K +$1.69K +8 +0.5%
CP
725
Cumberland Partners
Ontario, Canada
$337K -$41.2K -195 -11%
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