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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 %
HPC
826
HM Payson & Co
Maine
$78.6K -$197 -1 -0.2%
PAM
827
Paradigm Asset Management
New York
$78.2K – – –
TAM
828
Thematics Asset Management
France
$76.2K +$76.2K +388 New
RCM
829
Raleigh Capital Management
North Carolina
$73.4K -$258K -1,314 -78%
CT
830
Clearstead Trust
Maine
$70.7K – – –
CAS
831
Coppell Advisory Solutions
Texas
$68.1K -$2.96K -15 -4%
FFA
832
Farther Finance Advisors
California
$66.8K -$13.2K -67 -16%
GWSG
833
GPS Wealth Strategies Group
Colorado
$61.5K – – –
SS
834
SBI Securities
Japan
$60.3K +$60.3K +307 New
VCM
835
Versant Capital Management
Arizona
$58K +$18.3K +93 +46%
ACA
836
Atlas Capital Advisors
Wyoming
$57K -$19.7K -100 -26%
BTI
837
Blue Trust Inc
Georgia
$55.6K -$147K -747 -73%
CIAM
838
Caitong International Asset Management
Hong Kong
$55K +$55K +280 New
ST
839
Smithfield Trust
Pennsylvania
$54K -$80.4K -408 -60%
MCM
840
MV Capital Management
Maryland
$53.3K -$9.43K -48 -15%
PBK
841
Peoples Bank (Kansas)
Kansas
$49.5K -$9.82K -50 -17%
C
842
Covestor
United Kingdom
$48K -$996 -5 -2%
ZB
843
Zions Bancorporation
Utah
$47K +$16.7K +85 +55%
CWP
844
Concord Wealth Partners
Virginia
$45.8K -$1.57K -8 -3%
QC
845
Quent Capital
New York
$44.8K +$4.91K +25 +12%
LDB
846
Lee, Danner & Bass
Tennessee
$44.2K +$44.2K +225 New
CH
847
Cromwell Holdings
Wyoming
$43.6K -$67.8K -345 -61%
SAM
848
Synergy Asset Management
Washington
$40K +$40K +169 New
HFS
849
Hantz Financial Services
Michigan
$40K -$111K -574 -74%
LOIP
850
Live Oak Investment Partners
Texas
$39.3K -$47.9K – –
32 33
34
35 36