919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
YCM
301
Yousif Capital Management
Michigan
$6.06M -$136K -684 -2%
MGWM
302
Marks Group Wealth Management
Minnesota
$5.91M +$70.2K +353 +1%
ROC
303
Running Oak Capital
Minnesota
$5.8M -$69.2K -348 -1%
NYLIM
304
New York Life Investment Management
New York
$5.77M -$2.67M -13,412 -32%
GIBU
305
Gulf International Bank (UK)
United Kingdom
$5.75M -$1.24M -6,250 -18%
FAT
306
First American Trust
California
$5.71M +$1.24M +6,213 +28%
KWILP
307
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.7M -$131K -660 -2%
AAIS
308
ABN AMRO Investment Solutions
$5.66M +$5.66M +28,440 New
EGM
309
Engineers Gate Manager
New York
$5.6M -$1.56M -7,827 -22%
BFM
310
Boothbay Fund Management
New York
$5.58M +$319K +1,605 +6%
E
311
Ergoteles
New York
$5.51M +$5.51M +27,703 New
IUHSA
312
Itau Unibanco Holding S.A.
Brazil
$5.32M +$4.45M +22,388 +513%
CA
313
Callahan Advisors
Texas
$5.31M -$12.7K -64 -0.2%
IAIM
314
Industrial Alliance Investment Management
Quebec, Canada
$5.31M -$5.65M -28,426 -52%
MOACM
315
Mutual of America Capital Management
New York
$5.3M +$7.36K +37 +0.1%
AF
316
Alerus Financial
North Dakota
$5.23M +$39K +196 +0.8%
SPIA
317
Steward Partners Investment Advisory
New York
$5.18M -$306K -1,538 -6%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$5.15M +$4.65M +23,379 +934%
MA
319
Montag & Associates
Georgia
$5.07M -$201K -1,012 -4%
DAM
320
Deltec Asset Management
New York
$5.07M -$785K -3,947 -13%
Man Group
321
Man Group
United Kingdom
$5.06M -$10.1M -49,362 Closed
GC
322
Globeflex Capital
California
$4.97M
WorldQuant Millennium Advisors
323
WorldQuant Millennium Advisors
New York
$4.93M +$2.04M +10,251 +71%
EAM
324
EFG Asset Management
Oregon
$4.86M -$43.1K -217 -0.9%
ECM
325
Element Capital Management
New York
$4.82M +$4.82M +24,254 New