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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 %
GCM
1051
Graham Capital Management
Connecticut
– -$314K -1,243 Closed
TPI
1052
Trust Point Inc
Wisconsin
– -$303K -1,198 Closed
TF
1053
Trek Financial
Arizona
– -$302K -1,195 Closed
APP
1054
Avantax Planning Partners
Iowa
– -$293K -1,158 Closed
PCS
1055
Personal CFO Solutions
New Jersey
– -$288K -1,137 Closed
MC
1056
Maverick Capital
Texas
– -$281K -1,112 Closed
NRC
1057
New Republic Capital
North Carolina
– -$271K -1,073 Closed
EAMA
1058
EFG Asset Management (Americas)
Florida
– -$256K -1,014 Closed
AFAS
1059
Acorn Financial Advisory Services
Virginia
– -$246K -971 Closed
CGL
1060
Clarius Group LLC
Washington
– -$244K -963 Closed
CAM
1061
Congress Asset Management
Massachusetts
– -$239K -945 Closed
GLA
1062
Good Life Advisors
Pennsylvania
– -$236K -934 Closed
AF
1063
Alerus Financial
North Dakota
– -$235K -931 Closed
MFGP
1064
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$231K -914 Closed
FCP
1065
Fidelis Capital Partners
Florida
– -$231K -913 Closed
CWM
1066
Cahaba Wealth Management
Georgia
– -$229K -906 Closed
EFSCE
1067
Enterprise Financial Services Corp (EFSC)
Missouri
– -$223K -882 Closed
DFCM
1068
Dark Forest Capital Management
Puerto Rico
– -$222K -878 Closed
EA
1069
Everpar Advisors
Oklahoma
– -$220K -869 Closed
KSWWM
1070
Keyes Stange & Wooten Wealth Management
Florida
– -$217K -860 Closed
AHC
1071
Adell Harriman & Carpenter
Texas
– -$217K -858 Closed
IIM
1072
INTECH Investment Management
Florida
– -$217K -857 Closed
MTC
1073
McDaniel Terry & Co
Texas
– -$215K -852 Closed
CI
1074
Conning Inc
Connecticut
– -$213K -843 Closed
MWA
1075
Muirfield Wealth Advisors
North Carolina
– -$211K -836 Closed
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