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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 %
BIG
801
Brooklyn Investment Group
New York
$217K – – –
SL
802
Sentinus LLC
Illinois
$215K +$1.27K +6 +0.6%
CIM
803
CIM Investment Management
Pennsylvania
$215K -$2.54K -12 -1%
OAM
804
Oxford Asset Management
United Kingdom
$213K +$213K +1,008 New
FA
805
FDx Advisors
Illinois
$212K -$24.5K -116 -10%
GF
806
Gabelli Funds
New York
$211K -$33.8K -160 -14%
CP
807
Capital Planning
Washington
$211K – – –
LGA
808
Lebenthal Global Advisors
New York
$211K +$2.75K +13 +1%
IA
809
IFP Advisors
Florida
$210K +$115K +544 +121%
MPWT
810
MassMutual Private Wealth & Trust
Connecticut
$210K +$59.2K +280 +39%
HSA
811
HBK Sorce Advisory
Pennsylvania
$210K +$846 +4 +0.4%
AF
812
Allworth Financial
California
$209K +$37.7K +168 +22%
WIA
813
Wetzel Investment Advisors
Indiana
$209K -$2.28K -9 -1%
P
814
&Partners
Tennessee
$206K +$206K +973 New
AWP
815
Accretive Wealth Partners
New Jersey
$205K – – –
BA
816
Bridgewater Associates
Connecticut
$205K -$875K -4,137 -81%
BPA
817
Beacon Pointe Advisors
California
$205K -$193K -914 -49%
SC
818
Syon Capital
California
$204K +$20.5K +97 +11%
SOW
819
State of Wyoming
Wyoming
$204K +$149K +706 +274%
SB
820
Simmons Bank
Arkansas
$203K +$203K +960 New
1WM
821
1858 Wealth Management
Ohio
$203K +$203K +960 New
AWA
822
Arkadios Wealth Advisors
Georgia
$203K +$2.75K +13 +1%
WC
823
Wexford Capital
Florida
$201K +$22.4K +106 +13%
TPCW
824
TD Private Client Wealth
New York
$201K +$846 +4 +0.4%
PA
825
Pinnacle Associates
New York
$201K +$1.9K +9 +1%
31 32
33
34 35