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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
$2.26B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$118M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$96.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$70.6M

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
$287K
2
Bessemer Group
Bessemer Group
New Jersey
$2.14M
3
ATN
AMF Tjänstepension
Sweden
$5.39M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.29B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
976
Roble Belko & Company
Pennsylvania
$4K – – –
SIC
977
SJS Investment Consulting
Ohio
$3.81K -$42.3K -200 -92%
DPW
978
DiNuzzo Private Wealth
Pennsylvania
$3.81K +$634 +3 +20%
TWP
979
Triad Wealth Partners
Kansas
$3.81K +$3.81K +18 New
SC
980
SouthState Corp
Florida
$3.81K +$3.81K +18 New
TFM
981
TFC Financial Management
Massachusetts
$3.6K -$211 -1 -6%
WCM
982
Westend Capital Management
California
$3.54K – – –
WB
983
Webster Bank
Connecticut
$3.38K – – –
EFP
984
EnRich Financial Partners
Wisconsin
$3.38K +$3.38K +16 New
PA
985
Pineridge Advisors
Missouri
$3.17K – – –
AW
986
Avion Wealth
Texas
$3K – – –
SSB
987
Sandy Spring Bank
Maryland
$2.75K +$1.9K +9 +225%
TCOV
988
Trust Company of Vermont
Vermont
$2.75K +$2.75K +13 New
CSC
989
Caldwell Sutter Capital
California
$2.54K – – –
CAM
990
ClariVest Asset Management
California
$2.33K -$1.27K -6 -35%
IRC
991
Investors Research Corp
Georgia
$2.33K – – –
PWMG
992
Private Wealth Management Group
New Jersey
$2.12K – – –
HFS
993
Horizon Financial Services
North Carolina
$2.11K – – –
CPG
994
Cornerstone Planning Group
New Jersey
$1.87K +$234 +1 +14%
TWD
995
True Wealth Design
Ohio
$1.69K +$423 +2 +33%
ECM
996
Everence Capital Management
Indiana
$1.32K – – –
RFS
997
Richardson Financial Services
Massachusetts
$1.27K – – –
TCA
998
Trifecta Capital Advisors
Illinois
$1.27K – – –
TCM
999
TD Capital Management
Tennessee
$1.06K – – –
LIA
1000
Lynx Investment Advisory
District of Columbia
$1.06K +$1.06K +5 New
38 39
40
41 42