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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 %
GFPC
1001
Global Financial Private Client
Florida
$846 – – –
CAC
1002
Core Alternative Capital
Georgia
$846 – – –
SIS
1003
Sound Income Strategies
Florida
$846 +$846 +4 New
TCM
1004
Tradewinds Capital Management
Washington
$635 +$635 +3 New
KB
1005
Kimelman & Baird
New York
$635 +$635 +3 New
NL
1006
NVWM LLC
Pennsylvania
$634 -$211 -1 -25%
CWM
1007
CarsonAllaria Wealth Management
Illinois
$634 – – –
PI
1008
PEAK6 Investments
Illinois
$582 -$381K -1,966 -100%
WA
1009
WestEnd Advisors
North Carolina
$423 -$212 -1 -33%
RAM
1010
Riggs Asset Management
Pennsylvania
$423 +$212 +1 +100%
VWA
1011
Valued Wealth Advisors
Utah
$423 +$423 +2 New
SWA
1012
SOA Wealth Advisors
New York
$211 – – –
FNWA
1013
Financial Network Wealth Advisors
Utah
$211 +$211 +1 New
DWM
1014
Dogwood Wealth Management
Kansas
$4 -$5 – –
CI
1015
Cooper Investors
Australia
– -$36.5M -144,233 Closed
LOAMS
1016
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$17.5M -69,053 Closed
MWM
1017
Moran Wealth Management
Florida
– -$17.3M -68,330 Closed
AIG
1018
American International Group
New York
– -$12.6M -49,821 Closed
EWM
1019
Elevatus Welath Management
New York
– -$8.54M -33,750 Closed
MCM
1020
McKinley Capital Management
Alaska
– -$7.63M -30,190 Closed
GIM
1021
Generate Investment Management
New Zealand
– -$6.78M -26,794 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1022
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$6.2M -24,500 Closed
Twin Tree Management
1023
Twin Tree Management
Texas
– -$4.58M -18,115 Closed
SCM
1024
Sandler Capital Management
New York
– -$3.81M -15,078 Closed
CPC
1025
Consolidated Planning Corp
Georgia
– -$2.6M -10,300 Closed
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