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IQVIA
IQV

Overview Fund Activity

1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M

Top Buyers

1
AM
AGF Management
Ontario, Canada
$145M
2
Goldman Sachs
Goldman Sachs
New York
$338M
3
Harris Associates
Harris Associates
Illinois
$2.57B
4
Invesco
Invesco
Georgia
$501M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$517M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.01B
2
DZ Bank
DZ Bank
Germany
$36M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$34.9M
4
UE
Unisphere Establishment
Liechtenstein
$0
5
MIS
Morningstar Investment Services
Illinois
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$138M -$6.6M -26,100 -5%
Deutsche Bank
52
Deutsche Bank
Germany
$134M +$24.8M +97,961 +23%
Royal London Asset Management
53
Royal London Asset Management
United Kingdom
$132M -$2.06M -8,144 -2%
Truist Financial
54
Truist Financial
North Carolina
$131M -$2.61M -10,312 -2%
EAM
55
Eagle Asset Management
Florida
$129M -$1.23M -4,958 -1%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$126M -$6.01M -23,746 -5%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$124M -$24M -94,905 -16%
Franklin Resources
58
Franklin Resources
California
$122M +$361K +1,428 +0.3%
Parnassus Investments
59
Parnassus Investments
California
$120M -$91.8M -363,190 -43%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119M -$1.91M -7,567 -2%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$118M +$4.26M +16,839 +4%
Aviva
62
Aviva
United Kingdom
$112M -$22.9M -90,389 -17%
DWA
63
Douglass Winthrop Advisors
New York
$108M +$1.89M +7,483 +2%
Stifel Financial
64
Stifel Financial
Missouri
$103M -$13.3M -52,491 -11%
Sands Capital Management
65
Sands Capital Management
Virginia
$102M +$1.93M +7,635 +2%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$100M -$21.5M -85,238 -18%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$95.8M +$3.61M +14,279 +4%
National Pension Service
68
National Pension Service
South Korea
$95.7M +$2.64M +10,438 +3%
UBS Group
69
UBS Group
Switzerland
$93.1M +$17.2M +68,023 +23%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$84.5M -$3M -11,876 -3%
BMSSC
71
B. Metzler seel. Sohn & Co
Germany
$84.2M +$1.13M +4,528 +1%
Primecap Management
72
Primecap Management
California
$81.9M +$2.69M +10,620 +3%
HJGA
73
Hardman Johnston Global Advisors
Connecticut
$77.3M -$1.65M -6,535 -2%
Cerity Partners
74
Cerity Partners
New York
$76.5M -$4.94M -19,540 -6%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$76.1M +$926K +3,663 +1%
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