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 %
WIA
1126
Wetzel Investment Advisors
Indiana
– -$201K -847 Closed
KSWWM
1127
Keyes Stange & Wooten Wealth Management
Florida
– -$200K -844 Closed
AA
1128
Alta Advisers
United Kingdom
– -$142K -600 Closed
QL
1129
Quarry LP
New York
– -$134K -566 Closed
EFMH
1130
E Fund Management (HK)
Hong Kong
– -$111K -468 Closed
CCA
1131
Catalyst Capital Advisors
New York
– -$101K -425 Closed
BHWM
1132
Bay Harbor Wealth Management
Maryland
– -$76.5K -323 Closed
BWP
1133
Baldwin Wealth Partners
Massachusetts
– -$70.4K -297 Closed
CPBTD
1134
Central Pacific Bank - Trust Division
Hawaii
– -$59K -249 Closed
AWM
1135
AllSquare Wealth Management
New York
– -$59K -249 Closed
ATS
1136
Ashton Thomas Securities
New York
– -$57.1K -241 Closed
WI
1137
Wintrust Investments
Illinois
– -$46K -197 Closed
HGERS
1138
Householder Group Estate & Retirement Specialist
Arizona
– -$33K -141 Closed
SS
1139
Sunbelt Securities
Texas
– -$33.2K -140 Closed
CPA
1140
Capital Performance Advisors
California
– -$27.3K -115 Closed
Simplex Trading
1141
Simplex Trading
Illinois
– -$26K -110 Closed
CB
1142
Community Bank
New York
– -$23.7K -100 Closed
MIFH
1143
Migdal Insurance & Financial Holdings
Israel
– -$19K -81 Closed
FIA
1144
FNY Investment Advisers
New York
– -$15K -66 Closed
CJ
1145
Caitlin John
Michigan
– -$11.2K -53 Closed
BSB
1146
Bangor Savings Bank
Maine
– -$9.48K -40 Closed
GSEP
1147
Golden State Equity Partners
California
– -$9K -38 Closed
WCM
1148
Westend Capital Management
California
– -$4.03K -17 Closed
PA
1149
Pineridge Advisors
Missouri
– -$3.56K -15 Closed
HWP
1150
Highline Wealth Partners
California
– -$3.32K -14 Closed
43 44 45
46
47