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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 %
LRIA
726
Leonard Rickey Investment Advisors
Washington
$286K +$393 +2 +0.1%
ACA
727
Aptus Capital Advisors
Alabama
$284K +$284K +1,443 New
NRW
728
Nova R Wealth
Kansas
$283K +$197 +1 +0.1%
LWM
729
Lyell Wealth Management
California
$281K -$39.3K -200 -12%
CA
730
Claro Advisors
Massachusetts
$281K +$281K +1,429 New
PGFC
731
Peapack-Gladstone Financial Corp
New Jersey
$278K – – –
BP
732
Ballentine Partners
Massachusetts
$277K +$8.25K +42 +3%
GI
733
GAMMA Investing
California
$276K +$59.9K +305 +28%
EC
734
EntryPoint Capital
New York
$276K +$276K +1,403 New
BWS
735
Broadway Wealth Solutions
Texas
$274K +$274K +1,396 New
PF
736
Phoenix Financial
Israel
$271K +$47.4K +241 +21%
GA
737
Geller Advisors
New York
$270K -$4.91K -25 -2%
APC
738
Aspire Private Capital
North Carolina
$269K -$615K -3,128 -70%
BWG
739
Berry Wealth Group
Texas
$268K -$89.2K -454 -25%
VWM
740
Venturi Wealth Management
Texas
$267K +$234K +1,193 +710%
PTP
741
Platform Technology Partners
New York
$265K +$1.97K +10 +0.7%
GCP
742
GSA Capital Partners
United Kingdom
$265K +$74.7K +381 +39%
ATPW
743
Ashton Thomas Private Wealth
Arizona
$262K +$262K +1,334 New
KFC
744
Klingenstein Fields & Co
New York
$260K – – –
MYLI
745
Meiji Yasuda Life Insurance
Japan
$258K -$53.1K -270 -17%
VT
746
Vise Technologies
New York
$254K +$254K +1,295 New
HIA
747
Harbor Investment Advisory
Maryland
$253K +$11.4K +58 +5%
VC
748
Veracity Capital
Georgia
$249K -$10K -51 -4%
PCM
749
Penserra Capital Management
California
$247K +$81.7K +420 +49%
AWM
750
Aprio Wealth Management
Georgia
$247K -$57.4K -292 -19%
28 29
30
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