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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 %
CWS
751
Cypress Wealth Services
California
$244K +$11.2K +57 +5%
MWM
752
Modern Wealth Management
Kansas
$243K -$33.2K -169 -12%
LS
753
Livforsakringsbolaget Skandia
Sweden
$242K – – –
AGP
754
Aspire Growth Partners
Florida
$241K +$241K +1,226 New
PTC
755
Petrus Trust Company
Texas
$240K +$240K +1,223 New
Jones Financial Companies
756
Jones Financial Companies
Missouri
$239K +$86.7K +441 +57%
GL
757
Graypoint LLC
New York
$239K -$9.43K -48 -4%
AA
758
Ancora Advisors
Ohio
$236K +$6.49K +33 +3%
OCA
759
Otter Creek Advisors
Florida
$235K -$50.7K -258 -18%
VFA
760
Valeo Financial Advisors
Indiana
$232K -$143K -726 -38%
CI
761
CX Institutional
Indiana
$231K -$77.6K -395 -25%
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$230K +$33.2K +169 +17%
WBC
763
Westpac Banking Corp
Australia
$230K – – –
IGAM
764
iA Global Asset Management
Quebec, Canada
$228K -$4.02M -20,452 -95%
HNWAG
765
High Net Worth Advisory Group
Florida
$226K – – –
BWP
766
BSW Wealth Partners
Colorado
$225K -$52.9K -269 -19%
HCM
767
Howard Capital Management
Georgia
$225K +$10.6K +54 +5%
PWPS
768
Pinnacle Wealth Planning Services
Ohio
$225K -$53.4K -272 -19%
SC
769
Syon Capital
California
$224K +$56.8K +289 +34%
TWM
770
Trueblood Wealth Management
Ohio
$223K – – –
OAM
771
Ostrum Asset Management
France
$223K -$9.43K -48 -4%
IA
772
IFP Advisors
Florida
$218K +$3.15K +16 +1%
EH
773
Equitable Holdings
New York
$217K -$4.91K -25 -2%
DO
774
denkapparat Operations
Germany
$215K +$215K +1,092 New
NWAG
775
Net Worth Advisory Group
Utah
$214K -$196 -1 -0.1%
29 30
31
32 33