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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 %
BCM
876
Blume Capital Management
California
$19.7K – – –
OW
877
Olistico Wealth
Oklahoma
$19.7K – – –
WWP
878
WR Wealth Planners
Missouri
$19.1K +$2.36K +12 +14%
BWL
879
Bogart Wealth LLC
Virginia
$18.9K -$7.17M -36,470 -100%
HI
880
Harbour Investments
Wisconsin
$17.9K -$3.54K -18 -17%
JWA
881
JFS Wealth Advisors
Pennsylvania
$17.7K -$3.34K -17 -16%
TWD
882
True Wealth Design
Ohio
$16.3K +$14.5K +74 +822%
FWM
883
FSA Wealth Management
Massachusetts
$15.9K – – –
CSPIA
884
Cary Street Partners Investment Advisory
Virginia
$14.1K -$1.13M -5,748 -99%
ADL
885
Asset Dedication LLC
California
$14.1K – – –
OLVIG
886
Oliver Lagore Vanvalin Investment Group
Michigan
$13.4K – – –
RTL
887
Red Tortoise LLC
Georgia
$13.2K – – –
GKIM
888
GW&K Investment Management
Massachusetts
$13K +$2.23K +11 +21%
MAM
889
Meeder Asset Management
Ohio
$13K -$35.2K -179 -73%
ME
890
McIlrath & Eck
Washington
$12.8K – – –
TC
891
Truvestments Capital
Florida
$11.8K -$2.95K -15 -20%
Q1WB
892
Quest 10 Wealth Builders
Virginia
$11.6K +$11.6K +59 New
CPG
893
Cornerstone Planning Group
New Jersey
$11.6K +$2.9K +14 +33%
CMA
894
Cedar Mountain Advisors
Oregon
$10.8K -$1.97K -10 -15%
BCMLT
895
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.8K – – –
CFB
896
Cullen/Frost Bankers
Texas
$10.8K +$4.72K +24 +77%
JFGIW
897
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.7K -$113K -560 -91%
T
898
Transce3nd
Texas
$10.6K +$10.6K +54 New
GXJ
899
Global X Japan
Japan
$10.4K -$7.07K -36 -40%
SL
900
Salomon & Ludwin
Virginia
$10.4K -$4.72K -24 -31%
34 35
36
37 38