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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 %
GCM
851
GKV Capital Management
California
$39.3K +$39.3K +200 New
HWM
852
Hemington Wealth Management
Virginia
$38K -$1.92K -10 -5%
CFO
853
CVA Family Office
Colorado
$37.9K +$2.95K +15 +8%
DMBA
854
Deseret Mutual Benefit Administrators
Utah
$35.4K – – –
SNB
855
Security National Bank
Nebraska
$35K – – –
CFD
856
Creative Financial Designs
Indiana
$34.2K – – –
JSAM
857
J. Safra Asset Management
New York
$33.6K -$987 -5 -3%
MCM
858
Manchester Capital Management
Vermont
$32.4K -$10K -51 -24%
BLC
859
Brown, Lisle/Cummings
Rhode Island
$29.7K +$3.73K +19 +14%
BGA
860
Battery Global Advisors
Massachusetts
$27.7K – – –
AWM
861
Activest Wealth Management
Florida
$26.5K -$52.1K -265 -66%
RTC
862
Riverview Trust Company
Washington
$26.5K +$983 +5 +4%
LFG
863
Larson Financial Group
Missouri
$25.7K -$59K -300 -70%
RA
864
Rise Advisors
New York
$25K +$590 +3 +2%
FMII
865
Farmers & Merchants Investments Inc
Nebraska
$24.6K – – –
RIL
866
Rothschild Investment LLC
Illinois
$23.8K -$12.4K -63 -34%
CP
867
Castleview Partners
Texas
$23.4K – – –
PPC
868
Park Place Capital
Alabama
$23.4K – – –
GWSA
869
Global Wealth Strategies & Associates
Colorado
$23.2K – – –
BGAI
870
Bruce G. Allen Investments
Colorado
$22.8K -$25.4K -129 -53%
DJSG
871
D.J. St. Germain
Massachusetts
$22.6K – – –
OC
872
Oarsman Capital
Wisconsin
$21.8K – – –
FA
873
Fedenia Advisers
Wisconsin
$21.2K +$21.2K +108 New
VWM
874
Vermillion Wealth Management
Minnesota
$20.4K +$20.4K +104 New
DSC
875
Duncker Streett & Co
Missouri
$19.7K – – –
33 34
35
36 37