IQV icon

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 %
TCOTS
1101
Trust Company of the South
North Carolina
– -$232K -980 Closed
CIM
1102
CIM Investment Management
Pennsylvania
– -$232K -979 Closed
KP
1103
Keel Point
Alabama
– -$231K -976 Closed
AWP
1104
Accretive Wealth Partners
New Jersey
– -$230K -970 Closed
BBNA
1105
Bremer Bank National Association
Minnesota
– -$230K -970 Closed
BPFA
1106
Barnes Pettey Financial Advisors
Mississippi
– -$229K -966 Closed
1WM
1107
1858 Wealth Management
Ohio
– -$227K -960 Closed
OR
1108
Olympiad Research
Connecticut
– -$227K -956 Closed
AFAS
1109
Acorn Financial Advisory Services
Virginia
– -$224K -945 Closed
SMA
1110
Sage Mountain Advisors
Georgia
– -$223K -941 Closed
FA
1111
FDx Advisors
Illinois
– -$223K -941 Closed
PPWP
1112
Premier Path Wealth Partners
New Jersey
– -$221K -934 Closed
HSA
1113
HBK Sorce Advisory
Pennsylvania
– -$220K -928 Closed
WJWM
1114
Williams Jones Wealth Management
New York
– -$220K -927 Closed
BPA
1115
Beacon Pointe Advisors
California
– -$219K -924 Closed
PA
1116
Pinnacle Associates
New York
– -$213K -921 Closed
CWM
1117
Connecticut Wealth Management
Connecticut
– -$218K -919 Closed
CAM
1118
Claret Asset Management
Quebec, Canada
– -$218K -918 Closed
SGA
1119
Sustainable Growth Advisers
Connecticut
– -$215K -909 Closed
OL
1120
Optas LLC
Texas
– -$210K -885 Closed
NRC
1121
New Republic Capital
North Carolina
– -$210K -885 Closed
QWM
1122
Quadcap Wealth Management
Texas
– -$207K -873 Closed
CWM
1123
Cahaba Wealth Management
Georgia
– -$206K -871 Closed
CI
1124
Conning Inc
Connecticut
– -$206K -868 Closed
CGL
1125
Clarius Group LLC
Washington
– -$202K -868 Closed
43 44
45
46 47