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IQVIA
IQV

Overview Fund Activity

1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M

Top Buyers

1
AM
AGF Management
Ontario, Canada
$145M
2
Goldman Sachs
Goldman Sachs
New York
$338M
3
Harris Associates
Harris Associates
Illinois
$2.57B
4
Invesco
Invesco
Georgia
$501M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$517M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.01B
2
DZ Bank
DZ Bank
Germany
$36M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$34.9M
4
UE
Unisphere Establishment
Liechtenstein
$0
5
MIS
Morningstar Investment Services
Illinois
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$72.9M +$8.47M +33,482 +13%
CS
77
Candriam SCA
Luxembourg
$72.6M +$11.1M +43,729 +18%
CS
78
Credit Suisse
Switzerland
$70.5M -$7.06M -27,932 -9%
SO
79
STRS Ohio
Ohio
$65.3M +$3.09M +12,205 +5%
Barclays
80
Barclays
United Kingdom
$65.1M -$18.6M -73,412 -22%
CIBC Asset Management
81
CIBC Asset Management
Ontario, Canada
$63.8M +$1.81M +7,170 +3%
VNIM
82
Vaughan Nelson Investment Management
Texas
$62.7M +$6.81M +26,921 +12%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$62.5M +$954K +3,774 +2%
HRCM
84
Hawk Ridge Capital Management
California
$61.9M +$61.9M +244,842 New
CC
85
Criteria Caixa
Spain
$58.8M – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$58.1M -$101K -391 -0.2%
BFS
87
Bradley Foster & Sargent
Connecticut
$57.7M -$1.08M -4,272 -2%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$56.4M -$1.15M -4,536 -2%
Principal Financial Group
89
Principal Financial Group
Iowa
$55.3M +$409K +1,616 +0.7%
CLOS
90
Compagnie Lombard Odier SCmA
Switzerland
$53.4M -$1.09M -4,293 -2%
EAM
91
EULAV Asset Management
Florida
$52.6M +$15.9M +63,000 +43%
2
92
2Xideas
Switzerland
$52M -$15.9M -62,881 -23%
LGF
93
LGT Group Foundation
Liechtenstein
$51.4M -$8.79M -34,767 -15%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$50.2M -$1.47M -5,799 -3%
MIF
95
Mediolanum International Funds
Ireland
$48.8M +$48.8M +193,284 New
First Manhattan
96
First Manhattan
New York
$48.7M -$143K -565 -0.3%
Natixis Advisors
97
Natixis Advisors
Massachusetts
$48.4M +$5.73M +22,651 +13%
PFM
98
Premier Fund Managers
United Kingdom
$48M -$15.2M -60,000 -24%
Wells Fargo
99
Wells Fargo
California
$48M -$856K -3,386 -2%
Federated Hermes
100
Federated Hermes
Pennsylvania
$48M +$4.6M +18,170 +11%
2 3
4
5 6