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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 %
CA
876
Clearstead Advisors
Ohio
$63.4K – – –
FFA
877
Farther Finance Advisors
California
$62.7K +$5.84K +28 +10%
CT
878
Colonial Trust
South Carolina
$59K +$16.9K +80 +40%
CA
879
Crewe Advisors
Utah
$57.7K +$4.02K +19 +7%
AWM
880
AllSquare Wealth Management
New York
$52.6K +$14.4K +68 +38%
LS
881
Livforsakringsbolaget Skandia
Sweden
$49.3K – – –
QC
882
Quent Capital
New York
$42.9K – – –
LOIP
883
Live Oak Investment Partners
Texas
$42.7K – – –
RIL
884
Rothschild Investment LLC
Illinois
$42.3K +$7.82K +37 +23%
C
885
Covestor
United Kingdom
$39K +$6.18K +29 +19%
DMBA
886
Deseret Mutual Benefit Administrators
Utah
$38.1K – – –
SNB
887
Security National Bank
Nebraska
$37.6K – – –
JSAM
888
J. Safra Asset Management
New York
$35.9K -$102K -481 -74%
CFO
889
CVA Family Office
Colorado
$34.9K -$423 -2 -1%
MCM
890
Manchester Capital Management
Vermont
$34K +$20.9K +99 +160%
CFD
891
Creative Financial Designs
Indiana
$33.2K +$25K +118 +303%
CCM
892
Chilton Capital Management
Texas
$33K -$110K -518 -77%
IAIM
893
International Assets Investment Management
Florida
$32.1K +$32.1K +152 New
VWM
894
Venturi Wealth Management
Texas
$31.7K +$22.6K +107 +249%
ZB
895
Zions Bancorporation
Utah
$31.3K -$24.7K -117 -44%
SOS
896
Silver Oak Securities
Tennessee
$30.9K +$8.46K +40 +38%
UOTTAIMCU
897
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$30.7K -$42.3K -200 -58%
SS
898
Sunbelt Securities
Texas
$29.6K – – –
HGERS
899
Householder Group Estate & Retirement Specialist
Arizona
$29K +$21.8K +106 +303%
IUHSA
900
Itau Unibanco Holding S.A.
Brazil
$29K +$29K +137 New
34 35
36
37 38