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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 %
AW
951
Avion Wealth
Texas
$3K -$1.88K -10 -38%
BCWM
952
Bartlett & Co Wealth Management
Ohio
$2.95K +$2.95K +15 New
PWMG
953
Private Wealth Management Group
New Jersey
$2.75K +$590 +3 +27%
WBC
954
West Branch Capital
Massachusetts
$2.56K +$2.56K +13 New
CSC
955
Caldwell Sutter Capital
California
$2.36K – – –
LIS
956
Legacy Investment Solutions
Idaho
$2.29K +$2.29K +11 New
LWMI
957
Legacy Wealth Management (Idaho)
Idaho
$2.29K +$2.29K +11 New
IRC
958
Investors Research Corp
Georgia
$2.16K – – –
HC
959
Hara Capital
Washington
$1.97K +$983 +5 +100%
RPA
960
Redwood Park Advisors
California
$1.97K +$1.97K +10 New
JFA
961
JNBA Financial Advisors
Minnesota
$1.97K +$1.97K +10 New
HFS
962
Horizon Financial Services
North Carolina
$1.97K – – –
RS
963
Rakuten Securities
Japan
$1.97K +$1.97K +10 New
CIAS
964
CBIZ Investment Advisory Services
Ohio
$1.97K +$1.97K +10 New
PB
965
Pinnacle Bancorp
Nebraska
$1.77K +$1.77K +9 New
RWPA
966
Richard W. Paul & Associates
Michigan
$1.57K -$258K -1,313 -99%
CAWM
967
Capital A Wealth Management
Pennsylvania
$1.57K +$1.57K +8 New
GBT
968
Grove Bank & Trust
Florida
$1.38K – – –
TCA
969
Trifecta Capital Advisors
Illinois
$1.18K – – –
GA
970
GoalVest Advisory
New York
$1.18K -$12.4K -63 -91%
NL
971
NVWM LLC
Pennsylvania
$1.18K +$590 +3 +100%
PSFG
972
Park Square Financial Group
Georgia
$1.18K +$1.18K +6 New
PMAM
973
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
TCM
974
TD Capital Management
Tennessee
$983 – – –
PWA
975
Physician Wealth Advisors
Utah
$983 +$983 +5 New
37 38
39
40 41