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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 %
SGA
751
Sustainable Growth Advisers
Connecticut
$287K -$341M -1,613,546 -100%
FFM
752
Forum Financial Management
Illinois
$286K +$423 +2 +0.1%
DFG
753
Demars Financial Group
Washington
$285K -$634 -3 -0.2%
RWPA
754
Richard W. Paul & Associates
Michigan
$284K -$1.9K -9 -0.7%
PTP
755
Platform Technology Partners
New York
$283K +$283K +1,340 New
KFC
756
Klingenstein Fields & Co
New York
$279K – – –
RCM
757
Raleigh Capital Management
North Carolina
$279K +$4.23K +20 +2%
GT
758
Glenview Trust
Kentucky
$278K +$278K +1,317 New
SPA
759
Sherbrooke Park Advisers
New York
$276K +$276K +1,307 New
PWS
760
Peterson Wealth Services
Utah
$275K +$5.29K +25 +2%
CC
761
Chicago Capital
Illinois
$275K – – –
VC
762
Veracity Capital
Georgia
$274K -$87.7K -415 -24%
AWM
763
Aprio Wealth Management
Georgia
$268K – – –
IAA
764
Independent Advisor Alliance
North Carolina
$266K -$33K -156 -11%
SIA
765
Schechter Investment Advisors
Michigan
$265K +$6.34K +30 +2%
FMLI
766
Fukoku Mutual Life Insurance
Japan
$257K -$75.5K -357 -23%
PF
767
Phoenix Financial
Israel
$256K +$22.7K +107 +10%
BC
768
Bridgefront Capital
Texas
$255K +$4.23K +20 +2%
HBT
769
Heartland Bank & Trust
Illinois
$254K +$254K +1,202 New
GL
770
Graypoint LLC
New York
$251K +$80.6K +381 +47%
CWS
771
Cypress Wealth Services
California
$249K +$16.7K +79 +7%
BMMM
772
Boston Mountain Money Management
Arkansas
$249K -$2.75K -13 -1%
MCC
773
Malaga Cove Capital
California
$248K +$248K +1,173 New
BWP
774
BSW Wealth Partners
Colorado
$248K +$16.5K +78 +7%
GDP
775
Great Diamond Partners
Maine
$247K -$17.3K -82 -7%
29 30
31
32 33