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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1051
Stance Capital
Massachusetts
– -$182K -928 Closed
CFGS
1052
Concourse Financial Group Securities
Alabama
– -$190K -927 Closed
MME
1053
Meag Munich Ergo
Germany
– -$116K -588 Closed
LJHT
1054
Laurie J. Hall Trustee
– -$106K -540 Closed
SIM
1055
Synergy Investment Management
Florida
– -$91.6K -466 Closed
CAS
1056
Coppell Advisory Solutions
Texas
– -$68.1K -345 Closed
LDB
1057
Lee, Danner & Bass
Tennessee
– -$44.2K -225 Closed
GCM
1058
GKV Capital Management
California
– -$39.3K -200 Closed
SAM
1059
Synergy Asset Management
Washington
– -$40K -169 Closed
CP
1060
Castleview Partners
Texas
– -$23.4K -120 Closed
OC
1061
Oarsman Capital
Wisconsin
– -$21.8K -111 Closed
FA
1062
Fedenia Advisers
Wisconsin
– -$21.2K -108 Closed
CMA
1063
Cedar Mountain Advisors
Oregon
– -$10.8K -55 Closed
GXJ
1064
Global X Japan
Japan
– -$10.4K -53 Closed
CYG
1065
Clean Yield Group
Vermont
– -$8.25K -42 Closed
AWM
1066
Avior Wealth Management
Nebraska
– -$7.07K -36 Closed
MSWM
1067
Mowery & Schoenfeld Wealth Management
Illinois
– -$5.7K -29 Closed
BBPWM
1068
Blue Bell Private Wealth Management
Pennsylvania
– -$5.31K -27 Closed
TH
1069
TCTC Holdings
Texas
– -$4.52K -23 Closed
S
1070
Sachetta
Massachusetts
– -$4.13K -21 Closed
KIM
1071
Kestra Investment Management
Texas
– -$3.93K -20 Closed
WB
1072
Webster Bank
Connecticut
– -$3.14K -16 Closed
EBA
1073
Eagle Bay Advisors
New York
– -$3.14K -16 Closed
WBC
1074
West Branch Capital
Massachusetts
– -$2.56K -13 Closed
LWMI
1075
Legacy Wealth Management (Idaho)
Idaho
– -$2.29K -11 Closed
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