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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 %
BIA
951
Bell Investment Advisors
California
$7.82K -$634 -3 -8%
VNA
952
Valley National Advisers
Pennsylvania
$7K -$412 -2 -6%
CAM
953
Close Asset Management
United Kingdom
$7K – – –
CAL
954
Capital Advisors Ltd
Ohio
$7K +$2.27K +11 +48%
CWA
955
Carolina Wealth Advisors
South Carolina
$6.98K – – –
CFB
956
Cullen/Frost Bankers
Texas
$6.98K +$4.23K +20 +154%
MA
957
MCF Advisors
Kentucky
$6.77K +$6.56K +31 +3,100%
AssetMark Inc
958
AssetMark Inc
California
$6.77K +$4.23K +20 +167%
PWMG
959
Prestige Wealth Management Group
New Jersey
$6.34K – – –
CBT
960
Central Bank & Trust
Kentucky
$6.34K -$13.5K -64 -68%
DAM
961
Delta Asset Management
Tennessee
$6.34K – – –
TIM
962
Tortoise Investment Management
New York
$6.34K – – –
PC
963
Pier Capital
Connecticut
$6.34K – – –
AP
964
Aspect Partners
Virginia
$6.13K – – –
CMP
965
Coston McIsaac & Partners
Maine
$6K – – –
MFT
966
Moisand Fitzgerald Tamayo
Florida
$5.71K – – –
HWA
967
HHM Wealth Advisors
Tennessee
$4.86K – – –
MRCM
968
M&R Capital Management
New Jersey
$4.86K – – –
FRA
969
Front Row Advisors
California
$4.86K – – –
AWM
970
Abound Wealth Management
Tennessee
$4.73K – – –
S
971
Sachetta
Massachusetts
$4.67K +$2.21K +9 +90%
BBPWM
972
Blue Bell Private Wealth Management
Pennsylvania
$4.65K – – –
BGAI
973
Bruce G. Allen Investments
Colorado
$4.65K +$211 +1 +5%
DF
974
Dunhill Financial
United Kingdom
$4.02K +$847 +4 +27%
SWS
975
SYSTM Wealth Solutions
Illinois
$4.02K – – –
37 38
39
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