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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 %
AA
851
Alta Advisers
United Kingdom
$127K – – –
SAM
852
Smartleaf Asset Management
Massachusetts
$124K +$39.6K +186 +47%
WPWM
853
Western Pacific Wealth Management
Illinois
$124K – – –
Kayne Anderson Rudnick Investment Management
854
Kayne Anderson Rudnick Investment Management
California
$122K +$1.06K +5 +0.9%
CH
855
Cromwell Holdings
Wyoming
$115K +$115K +545 New
LJHT
856
Laurie J. Hall Trustee
$114K – – –
OP
857
ORG Partners
Indiana
$108K +$104K +499 +2,376%
CTC
858
Central Trust Company
Missouri
$108K – – –
CJ
859
Caitlin John
Michigan
$106K -$9.52K -45 -8%
OIAM
860
OFI Invest Asset Management
France
$106K +$6.71K +34 +7%
PFBT
861
Parkside Financial Bank & Trust
Missouri
$103K +$19.2K +91 +23%
JFGIW
862
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.9K -$423 -2 -0.4%
CTA
863
Colonial Trust Advisors
South Carolina
$95.1K -$10.8K -51 -10%
PTC
864
Private Trust Company
Ohio
$92.6K -$2.96K -14 -3%
HPC
865
HM Payson & Co
Maine
$84.6K – – –
PAM
866
Paradigm Asset Management
New York
$84.2K – – –
CAS
867
Coppell Advisory Solutions
Texas
$83.7K +$83.7K +396 New
JWM
868
Janiczek Wealth Management
Colorado
$76.5K – – –
CT
869
Clearstead Trust
Maine
$76.1K +$15.2K +72 +25%
PBK
870
Peoples Bank (Kansas)
Kansas
$71.3K – – –
BTI
871
Blue Trust Inc
Georgia
$71.1K +$62.2K +246 +703%
BHWM
872
Bay Harbor Wealth Management
Maryland
$70.4K -$211 -1 -0.3%
GWSG
873
GPS Wealth Strategies Group
Colorado
$66.2K – – –
MCM
874
MV Capital Management
Maryland
$64.7K +$4.02K +19 +7%
ACA
875
Atlas Capital Advisors
Wyoming
$63.4K -$82.5K -390 -57%
33 34
35
36 37