950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Shares
Change %
PMAM
276
Picton Mahoney Asset Management
Ontario, Canada
$6.93M -$378K -1,633 -5%
CA
277
Callahan Advisors
Texas
$6.76M -$107K -463 -2%
SOADOR
278
State of Alaska Department of Revenue
Alaska
$6.71M -$459K -1,985 -6%
SPIA
279
Steward Partners Investment Advisory
New York
$6.37M +$42.1K +182 +0.7%
AWM
280
AE Wealth Management
Kansas
$6.33M -$882K -4,080 -12%
TRCT
281
Tower Research Capital (TRC)
New York
$6.22M +$3.93M +16,967 +171%
YCM
282
Yousif Capital Management
Michigan
$6.14M -$248K -1,072 -4%
CCM
283
Cinctive Capital Management
New York
$6.08M +$6.08M +26,277 New
JSP
284
Jackson Square Partners
California
$6.01M -$741K -3,203 -11%
NYLIM
285
New York Life Investment Management
New York
$6M -$567K -2,450 -9%
WorldQuant Millennium Advisors
286
WorldQuant Millennium Advisors
New York
$5.88M +$5.88M +25,427 New
SG Americas Securities
287
SG Americas Securities
New York
$5.88M +$3.68M +15,923 +168%
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$5.86M -$7.38M -32,070 -56%
CGA
289
Compound Global Advisors
Washington
$5.78M -$5.25M -22,692 -48%
MA
290
Montag & Associates
Georgia
$5.78M -$162K -698 -3%
BBVA
291
Banco Bilbao Vizcaya Argentaria
Spain
$5.71M +$94.5K +409 +2%
AAIS
292
ABN AMRO Investment Solutions
$5.7M -$532K -2,298 -9%
GC
293
Globeflex Capital
California
$5.69M
MOACM
294
Mutual of America Capital Management
New York
$5.68M -$260K -1,123 -4%
NRG
295
Nemes Rush Group
Michigan
$5.65M +$217K +938 +4%
AP
296
Appleton Partners
Massachusetts
$5.6M +$611K +2,640 +12%
DILIC
297
Dai-ichi Life Insurance Company
Japan
$5.59M +$1.3M +5,609 +30%
CWM
298
CIBC World Markets
New York
$5.46M +$3.12M +13,470 +133%
WWA
299
WCG Wealth Advisors
Nevada
$5.37M -$614K -2,652 -10%
DC
300
Davenport & Co
Virginia
$5.23M +$264K +1,142 +5%