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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 %
CA
926
CoreCap Advisors
Michigan
$5.9K -$983 -5 -14%
DAM
927
Delta Asset Management
Tennessee
$5.9K – – –
TIM
928
Tortoise Investment Management
New York
$5.9K – – –
CFS
929
Compass Financial Services
Iowa
$5.7K +$5.7K +29 New
MSWM
930
Mowery & Schoenfeld Wealth Management
Illinois
$5.7K +$5.7K +29 New
DIP
931
DT Investment Partners
Pennsylvania
$5.5K – – –
AP
932
Aspect Partners
Virginia
$5.5K -$197 -1 -3%
SC
933
SouthState Corp
Florida
$5.5K +$1.97K +10 +56%
BIA
934
Bell Investment Advisors
California
$5.31K -$1.97K -10 -27%
MFT
935
Moisand Fitzgerald Tamayo
Florida
$5.31K – – –
BBPWM
936
Blue Bell Private Wealth Management
Pennsylvania
$5.31K +$983 +5 +23%
CWC
937
Carolinas Wealth Consulting
North Carolina
$5.11K +$393 +2 +8%
CMP
938
Coston McIsaac & Partners
Maine
$5K – – –
HWA
939
HHM Wealth Advisors
Tennessee
$4.52K – – –
TH
940
TCTC Holdings
Texas
$4.52K +$4.52K +23 New
S
941
Sachetta
Massachusetts
$4.13K -$590 -3 -13%
RBC
942
Roble Belko & Company
Pennsylvania
$4K – – –
KIM
943
Kestra Investment Management
Texas
$3.93K +$3.93K +20 New
AWM
944
Abound Wealth Management
Tennessee
$3.83K -$605 -3 -14%
DPW
945
DiNuzzo Private Wealth
Pennsylvania
$3.54K – – –
NC
946
NewSquare Capital
Pennsylvania
$3.54K +$3.54K +18 New
TCOV
947
Trust Company of Vermont
Vermont
$3.34K -$197 -1 -6%
TFM
948
TFC Financial Management
Massachusetts
$3.34K – – –
EBA
949
Eagle Bay Advisors
New York
$3.14K -$6.49K -33 -67%
WB
950
Webster Bank
Connecticut
$3.14K – – –
36 37
38
39 40