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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 %
KPWS
726
Kestra Private Wealth Services
Texas
$336K +$12.7K +60 +4%
OR
727
Olympiad Research
Connecticut
$333K +$144K +679 +76%
EWA
728
EverSource Wealth Advisors
Alabama
$332K +$17.2K +70 +5%
MIM
729
MTM Investment Management
South Carolina
$331K +$4.44K +21 +1%
CA
730
Continuum Advisory
Idaho
$325K +$10.4K +49 +3%
GIA
731
Gladstone Institutional Advisory
Florida
$325K -$4.86K -23 -1%
AWM
732
Angeles Wealth Management
California
$325K +$1.9K +9 +0.6%
FTWA
733
Fifth Third Wealth Advisors
Ohio
$324K +$324K +1,534 New
CI
734
CX Institutional
Indiana
$324K +$15.9K +75 +5%
CCA
735
Checchi Capital Advisers
California
$321K -$10.4K -49 -3%
MC
736
Machina Capital
France
$321K +$321K +1,516 New
CI
737
Clal Insurance
Israel
$317K +$317K +1,500 New
STA
738
Summit Trail Advisors
New York
$317K -$8.25K -39 -3%
T. Rowe Price Investment Management
739
T. Rowe Price Investment Management
Maryland
$314K +$116K +549 +59%
GA
740
Geller Advisors
New York
$312K +$1.06K +5 +0.3%
BP
741
Ballentine Partners
Massachusetts
$304K +$3.38K +16 +1%
NRW
742
Nova R Wealth
Kansas
$304K – – –
PWPS
743
Pinnacle Wealth Planning Services
Ohio
$303K +$3.59K +17 +1%
MYIA
744
Mount Yale Investment Advisors
Colorado
$299K +$7.82K +37 +3%
PGFC
745
Peapack-Gladstone Financial Corp
New Jersey
$299K -$5.28K -25 -2%
LRIA
746
Leonard Rickey Investment Advisors
Washington
$298K +$74K +350 +33%
MA
747
Mutual Advisors
Nebraska
$297K +$17.1K +72 +6%
QWM
748
Quadcap Wealth Management
Texas
$293K +$293K +1,386 New
MWM
749
Modern Wealth Management
Kansas
$288K -$5.71K -27 -2%
JFG
750
Jefferies Financial Group
New York
$288K -$3.19M -15,067 -92%
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