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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 %
CCA
701
Checchi Capital Advisers
California
$325K +$26.9K +137 +9%
CPIG
702
Chicago Partners Investment Group
Illinois
$323K +$128K +627 +66%
CCB
703
Cutter & Co Brokerage
Missouri
$322K – – –
TFA
704
Tranquilli Financial Advisor
New Jersey
$319K -$5.9K -30 -2%
GWA
705
Gratus Wealth Advisors
Virginia
$318K – – –
SFC
706
SYM Financial Corp
Indiana
$318K +$318K +1,619 New
BAM
707
Blueshift Asset Management
New Jersey
$318K -$413K -2,100 -57%
GLF
708
Groupe la Francaise
France
$317K +$317K +1,600 New
CFFP
709
Center for Financial Planning
Michigan
$317K – – –
ZIM
710
Zacks Investment Management
Illinois
$317K +$7.27K +37 +2%
WPC
711
Wedmont Private Capital
Pennsylvania
$313K -$102K -504 -25%
MIM
712
MTM Investment Management
South Carolina
$309K – – –
WC
713
Wexford Capital
Florida
$308K +$121K +617 +65%
EI
714
Ellevest Inc
New York
$304K -$54K -275 -15%
AP
715
Appleton Partners
Massachusetts
$302K -$6.03M -30,655 -95%
FMLI
716
Fukoku Mutual Life Insurance
Japan
$299K +$59.9K +305 +25%
PCA
717
Pallas Capital Advisors
Massachusetts
$298K +$298K +1,519 New
EA
718
Everpar Advisors
Oklahoma
$298K -$15.1K -77 -5%
GIA
719
Gladstone Institutional Advisory
Florida
$297K -$2.75K -14 -0.9%
VCM
720
Virtue Capital Management
Tennessee
$296K +$4.91K +25 +2%
NFC
721
Northeast Financial Consultants
Connecticut
$295K -$204K -1,040 -41%
AWM
722
Angeles Wealth Management
California
$294K -$20K -102 -6%
EWA
723
EverSource Wealth Advisors
Alabama
$291K +$25.7K +131 +10%
MAM
724
Martingale Asset Management
Massachusetts
$290K -$5.6M -28,489 -95%
DAS
725
Dynamic Advisor Solutions
Arizona
$289K -$28.9K -147 -9%
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