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IQVIA
IQV

Overview Fund Activity

950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.87B
2
Harris Associates
2
Harris Associates
Illinois
$2.26B
3
DZ Bank
3
DZ Bank
Germany
$478M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.88B
5
MIS
5
Morningstar Investment Services
Illinois
$287M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$1.1B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M
3
Boston Partners
3
Boston Partners
Massachusetts
$775K
4
Norges Bank
4
Norges Bank
Norway
$384M
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HJGA
76
Hardman Johnston Global Advisors
Connecticut
$72.3M -$875K -3,781 -1%
CS
77
Credit Suisse
Switzerland
$71M -$5.31M -22,940 -7%
CCM
78
Cadian Capital Management
New York
$70.1M +$70.1M +303,000 New
UBS Group
79
UBS Group
Switzerland
$69.4M -$16.1M -69,513 -19%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$68.8M +$973K +4,206 +1%
KBC Group
81
KBC Group
Belgium
$63.1M +$53M +229,239 +525%
2
82
2Xideas
Switzerland
$62.1M -$1.6M -6,911 -3%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$59M +$28.9M +124,856 +96%
PFM
84
Premier Fund Managers
United Kingdom
$58.2M – – –
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$58.1M -$107K -462 -0.2%
SO
86
STRS Ohio
Ohio
$56.9M +$13.8M +59,470 +32%
CIBC Asset Management
87
CIBC Asset Management
Ontario, Canada
$56.8M -$2.14M -9,245 -4%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$56.3M -$30.1M -130,020 -35%
CS
89
Candriam SCA
Luxembourg
$56.3M -$14.1M -60,782 -20%
LGF
90
LGT Group Foundation
Liechtenstein
$55.4M +$167K +716 +0.3%
NAM
91
Nissay Asset Management
Japan
$54.1M +$21.2M +91,611 +64%
First Trust Advisors
92
First Trust Advisors
Illinois
$53.9M -$10.6M -45,603 -16%
BFS
93
Bradley Foster & Sargent
Connecticut
$53.8M -$6.11M -26,415 -10%
CC
94
Criteria Caixa
Spain
$53.8M +$135K +583 +0.3%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$52.6M -$226K -975 -0.4%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$52.5M +$6.45M +27,665 +14%
VNIM
97
Vaughan Nelson Investment Management
Texas
$51.1M +$9.87M +42,676 +24%
Principal Financial Group
98
Principal Financial Group
Iowa
$50.3M -$2.01M -8,668 -4%
CLOS
99
Compagnie Lombard Odier SCmA
Switzerland
$49.8M -$5.9M -25,496 -11%
Swedbank
100
Swedbank
Sweden
$48M -$375K -1,621 -0.8%
2 3
4
5 6