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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 %
WBC
776
Westpac Banking Corp
Australia
$247K – – –
OAM
777
Ostrum Asset Management
France
$247K -$19.2K -91 -7%
FFA
778
First Foundation Advisors
California
$245K +$9.09K +43 +4%
TIAA Trust, National Association
779
TIAA Trust, National Association
North Carolina
$245K +$1.27K +6 +0.5%
PWP
780
Phillips Wealth Planners
Mississippi
$244K +$30.7K +145 +14%
HNWAG
781
High Net Worth Advisory Group
Florida
$243K – – –
TWM
782
Trueblood Wealth Management
Ohio
$239K +$634 +3 +0.3%
CFGS
783
Concourse Financial Group Securities
Alabama
$239K +$3.38K +16 +1%
SAG
784
Spotlight Asset Group
Illinois
$236K – – –
SHFA
785
SS&H Financial Advisors
Michigan
$235K +$235K +1,115 New
AA
786
Ancora Advisors
Ohio
$234K -$15.6K -74 -6%
WJWM
787
Williams Jones Wealth Management
New York
$233K – – –
HIA
788
Harbor Investment Advisory
Maryland
$232K -$423 -2 -0.2%
EFM
789
E Fund Management
China
$230K -$642K -3,035 -74%
FAFN
790
First Affirmative Financial Network
Colorado
$230K -$3.81K -18 -2%
KP
791
Keel Point
Alabama
$229K -$25.8K -108 -10%
SCM
792
Shelton Capital Management
Colorado
$229K – – –
PAM
793
Panagora Asset Management
Massachusetts
$229K -$605K -2,860 -73%
MWM
794
MGB Wealth Management
Texas
$227K – – –
BBNA
795
Bremer Bank National Association
Minnesota
$227K -$11.2K -53 -5%
CC
796
Corton Capital
Ontario, Canada
$226K +$226K +1,067 New
BPFA
797
Barnes Pettey Financial Advisors
Mississippi
$222K – – –
FLII
798
First Long Island Investors
New York
$219K – – –
MCWA
799
Meadow Creek Wealth Advisors
Georgia
$219K – – –
SFI
800
SPC Financial Inc
Maryland
$217K +$217K +1,026 New
30 31
32
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