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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 %
CAL
901
Capital Advisors Ltd
Ohio
$10K +$2.65K +13 +36%
FFA
902
Frazier Financial Advisors
Ohio
$9.87K – – –
CB
903
CNB Bank
Pennsylvania
$9.63K -$1.77K -9 -16%
MCA
904
Midwest Capital Advisors
Michigan
$9.63K +$9.63K +49 New
CAL
905
Capital Analysts LLC
Pennsylvania
$9K -$2.11K -11 -19%
WTFG
906
Wood Tarver Financial Group
Idaho
$9K +$9K +50 New
FMP
907
Financial Management Professionals
Texas
$8.84K -$9.24K -47 -51%
RWM
908
Ruedi Wealth Management
Illinois
$8.84K – – –
WA
909
Whipplewood Advisors
Colorado
$8.84K +$8.84K +45 New
GFPC
910
Global Financial Private Client
Florida
$8.65K -$2.16K -11 -20%
GSWM
911
Golden State Wealth Management
California
$8.65K +$8.65K +44 New
CJH
912
Christopher J. Hasenberg
Wisconsin
$8.45K – – –
CYG
913
Clean Yield Group
Vermont
$8.25K – – –
PC
914
Pier Capital
Connecticut
$8.25K +$2.36K +12 +40%
FG
915
Fairman Group
Pennsylvania
$8.06K -$3.93K -20 -33%
SIC
916
SJS Investment Consulting
Ohio
$7.47K +$3.54K +18 +90%
WA
917
WPG Advisers
Maryland
$7.27K +$7.27K +37 New
AWM
918
Avior Wealth Management
Nebraska
$7.07K -$24.6K -125 -78%
CAM
919
Close Asset Management
United Kingdom
$7K – – –
DF
920
Dunhill Financial
United Kingdom
$6.82K -$4.48K -23 -40%
CWA
921
Carolina Wealth Advisors
South Carolina
$6.49K – – –
SO
922
Sierra Ocean
California
$6.49K +$6.49K +33 New
AF
923
Advisornet Financial
Minnesota
$6.29K -$786 -4 -11%
CI
924
Clal Insurance
Israel
$6K +$6K +30 New
PWMG
925
Prestige Wealth Management Group
New Jersey
$5.9K – – –
35 36
37
38 39