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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 %
PW
776
PUREfi Wealth
Massachusetts
$214K +$214K +1,090 New
A
777
Allianz
Germany
$213K -$195K -990 -48%
GAM
778
Groupama Asset Management
France
$213K -$997K -5,047 -82%
SC
779
Savant Capital
Illinois
$210K +$210K +1,070 New
MCWA
780
Meadow Creek Wealth Advisors
Georgia
$205K +$983 +5 +0.5%
SL
781
Sentinus LLC
Illinois
$204K -$786 -4 -0.4%
CIA
782
Choate Investment Advisors
Massachusetts
$201K +$20K +102 +11%
FI
783
Financial Insights
Washington
$200K -$175K -893 -47%
MEG
784
Millstone Evans Group
Colorado
$198K +$198K +1,006 New
AF
785
Allworth Financial
California
$197K +$4.52K +22 +2%
IWA
786
Icon Wealth Advisors
Texas
$192K -$393 -2 -0.2%
CFGS
787
Concourse Financial Group Securities
Alabama
$190K -$51.1K -249 -21%
TPCW
788
TD Private Client Wealth
New York
$187K -$15.7K -80 -8%
TFIPS
789
Towarzystwo Funduszy Inwestycyjnych PZU SA
$185K – – –
QCG
790
Quadrant Capital Group
Ohio
$182K +$17.7K +90 +11%
SC
791
Stance Capital
Massachusetts
$182K +$182K +928 New
LC
792
Lindbrook Capital
California
$179K -$2.56K -13 -1%
AIM
793
Anchor Investment Management
South Carolina
$177K -$5.5K -28 -3%
SAM
794
Smartleaf Asset Management
Massachusetts
$169K -$25.9K -131 -13%
SOW
795
State of Wyoming
Wyoming
$167K +$57.6K +293 +53%
WPWM
796
Western Pacific Wealth Management
Illinois
$166K +$51.1K +260 +44%
BIG
797
Brooklyn Investment Group
New York
$164K -$197 -1 -0.1%
LI
798
LRI Investments
Florida
$157K +$1.62K +249 +1%
MCM
799
MAI Capital Management
Ohio
$144K -$37.1K -189 -20%
SWM
800
Spire Wealth Management
Virginia
$144K +$43.2K +220 +43%
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