IQV icon

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 %
MSG
926
Main Street Group
Virginia
$14.2K – – –
RTL
927
Red Tortoise LLC
Georgia
$14.2K – – –
EL
928
EMFO LLC
Florida
$13.7K – – –
CMA
929
Cedar Mountain Advisors
Oregon
$13.7K – – –
ME
930
McIlrath & Eck
Washington
$13.7K – – –
TSWM
931
Tyler-Stone Wealth Management
Ohio
$13.7K – – –
ADL
932
Asset Dedication LLC
California
$13.5K – – –
FG
933
Fairman Group
Pennsylvania
$12.9K – – –
GXJ
934
Global X Japan
Japan
$12.3K -$1.48K -7 -11%
PCWA
935
Pacific Capital Wealth Advisors
California
$12.3K +$12.3K +58 New
GKIM
936
GW&K Investment Management
Massachusetts
$12K +$1.75K +8 +17%
BCMLT
937
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K +$5.5K +26 +90%
SL
938
Salomon & Ludwin
Virginia
$11.4K -$211 -1 -2%
MAM
939
Meeder Asset Management
Ohio
$11.4K +$2.54K +12 +29%
LFG
940
Larson Financial Group
Missouri
$10.8K – – –
FFA
941
Frazier Financial Advisors
Ohio
$10.6K – – –
IBOK
942
Independence Bank of Kentucky
Kentucky
$10.6K – – –
CA
943
CoreCap Advisors
Michigan
$10.4K +$211 +1 +2%
EBA
944
Eagle Bay Advisors
New York
$10.4K +$1.27K +6 +14%
HFM
945
Harvest Fund Management
China
$10K -$114K -523 -92%
FMP
946
Financial Management Professionals
Texas
$10K -$3.56K -16 -26%
RWM
947
Ruedi Wealth Management
Illinois
$9.94K +$423 +2 +4%
AF
948
Advisornet Financial
Minnesota
$9.73K -$1.48K -7 -13%
CYG
949
Clean Yield Group
Vermont
$8.88K – – –
BSB
950
Bangor Savings Bank
Maine
$8.46K – – –
36 37
38
39 40