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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 %
SSB
976
Sandy Spring Bank
Maryland
$787 – – –
WCM
977
WealthTrak Capital Management
Virginia
$787 +$787 +4 New
RFS
978
Richardson Financial Services
Massachusetts
$786 -$1.18K -6 -60%
SIS
979
Sound Income Strategies
Florida
$786 – – –
CAC
980
Core Alternative Capital
Georgia
$786 – – –
HCM
981
Hollencrest Capital Management
California
$786 – – –
CSWM
982
Cassady Schiller Wealth Management
Ohio
$786 +$786 +4 New
WW
983
Winnow Wealth
Texas
$667 +$667 +4 New
KFI
984
Key Financial Inc
Pennsylvania
$590 – – –
TCM
985
Tradewinds Capital Management
Washington
$590 – – –
KB
986
Kimelman & Baird
New York
$590 – – –
PWM
987
Parkworth Wealth Management
California
$590 +$590 +3 New
PWA
988
Principia Wealth Advisory
Texas
$590 +$590 +3 New
VWA
989
Valued Wealth Advisors
Utah
$394 – – –
WA
990
WestEnd Advisors
North Carolina
$393 – – –
NS
991
NBC Securities
Alabama
$371 -$1.32M -3,564 -100%
SWA
992
SOA Wealth Advisors
New York
$197 – – –
Parallax Volatility Advisers
993
Parallax Volatility Advisers
California
$197 +$197 +1 New
LIP
994
Liontrust Investment Partners
United Kingdom
– -$180M -851,811 Closed
ACP
995
Atalan Capital Partners
New York
– -$123M -520,000 Closed
HRCM
996
Hawk Ridge Capital Management
California
– -$95.6M -403,246 Closed
Sands Capital Management
997
Sands Capital Management
Virginia
– -$94.3M -398,006 Closed
CHP
998
Castle Hook Partners
New York
– -$39.3M -165,646 Closed
PI
999
PineBridge Investments
New York
– -$29.4M -123,931 Closed
HF
1000
HRT Financial
New York
– -$28.9M -121,961 Closed
38 39
40
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