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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 %
CTC
801
Central Trust Company
Missouri
$138K +$2.75K +14 +2%
SIM
802
Sentry Investment Management
Wisconsin
$135K -$22.1K -112 -14%
OC
803
Oakworth Capital
Alabama
$125K – – –
HNB
804
Hilltop National Bank
Wyoming
$122K – – –
SIC
805
Salem Investment Counselors
North Carolina
$120K – – –
WWM
806
Wolff Wiese Magana
California
$118K -$983 -5 -0.8%
MME
807
Meag Munich Ergo
Germany
$116K -$25.7M -130,073 -100%
Kayne Anderson Rudnick Investment Management
808
Kayne Anderson Rudnick Investment Management
California
$112K – – –
OIAM
809
OFI Invest Asset Management
France
$110K +$110K +578 New
NRG
810
Nemes Rush Group
Michigan
$106K -$4.74M -24,124 -98%
LJHT
811
Laurie J. Hall Trustee
$106K – – –
OP
812
ORG Partners
Indiana
$101K -$1.38K -7 -1%
PFBT
813
Parkside Financial Bank & Trust
Missouri
$98.3K +$5.9K +30 +6%
CT
814
Colonial Trust
South Carolina
$97.3K +$30.3K +154 +45%
BBHC
815
Brown Brothers Harriman & Co
New York
$91.6K +$75.5K +384 +468%
SIM
816
Synergy Investment Management
Florida
$91.6K +$91.6K +466 New
AF
817
Atala Financial
California
$91.4K +$91.4K +465 New
HNB
818
Huntington National Bank
Ohio
$91.2K -$67.8K -345 -43%
CTA
819
Colonial Trust Advisors
South Carolina
$88.4K – – –
AAP
820
Arax Advisory Partners
Colorado
$87.8K +$53.8K +274 +158%
PTC
821
Private Trust Company
Ohio
$86.1K -$9.24K -47 -10%
MG
822
Mather Group
Illinois
$82.3K -$29.9K -152 -27%
IBOK
823
Independence Bank of Kentucky
Kentucky
$79.8K +$36.4K +185 +84%
CCM
824
Chilton Capital Management
Texas
$78.8K +$27.1K +138 +52%
UB
825
UMB Bank
Missouri
$78.8K +$33.2K +169 +73%
31 32
33
34 35