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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 %
MYIA
1076
Mount Yale Investment Advisors
Colorado
– -$334K -1,409 Closed
YMRC
1077
Yorktown Management & Research Company
Virginia
– -$332K -1,400 Closed
SPA
1078
Sherbrooke Park Advisers
New York
– -$331K -1,396 Closed
DFG
1079
Demars Financial Group
Washington
– -$327K -1,379 Closed
MPM
1080
MBB Public Markets
Illinois
– -$320K -1,350 Closed
CC
1081
Chicago Capital
Illinois
– -$308K -1,300 Closed
SIA
1082
Schechter Investment Advisors
Michigan
– -$297K -1,255 Closed
PWP
1083
Phillips Wealth Planners
Mississippi
– -$278K -1,194 Closed
KPWS
1084
Kestra Private Wealth Services
Texas
– -$280K -1,183 Closed
HBT
1085
Heartland Bank & Trust
Illinois
– -$275K -1,162 Closed
DFCM
1086
Dark Forest Capital Management
Puerto Rico
– -$274K -1,155 Closed
SHFA
1087
SS&H Financial Advisors
Michigan
– -$264K -1,115 Closed
HBS
1088
Howard Bailey Securities
Indiana
– -$264K -1,113 Closed
BEI
1089
Benjamin Edwards Inc
Missouri
– -$261K -1,101 Closed
FAFN
1090
First Affirmative Financial Network
Colorado
– -$252K -1,062 Closed
SFI
1091
SPC Financial Inc
Maryland
– -$250K -1,057 Closed
FLII
1092
First Long Island Investors
New York
– -$246K -1,038 Closed
MWA
1093
Muirfield Wealth Advisors
North Carolina
– -$246K -1,038 Closed
MWM
1094
MGB Wealth Management
Texas
– -$245K -1,033 Closed
CP
1095
Capital Planning
Washington
– -$238K -1,006 Closed
KFSC
1096
Keystone Financial Services (Colorado)
Colorado
– -$238K -1,005 Closed
AWA
1097
Aaron Wealth Advisors
Illinois
– -$238K -1,003 Closed
AWA
1098
Arkadios Wealth Advisors
Georgia
– -$237K -1,000 Closed
GF
1099
Gabelli Funds
New York
– -$237K -1,000 Closed
SCM
1100
Shelton Capital Management
Colorado
– -$236K -996 Closed
42 43
44
45 46