1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
301
Commonwealth Equity Services
Massachusetts
$6.03M +$391K +1,547 +7%
PS
302
Principal Securities
Iowa
$5.96M +$525K +2,076 +10%
EI
303
Ethic Inc
New York
$5.96M +$2.15M +8,493 +56%
GC
304
Globeflex Capital
California
$5.8M -$415K -1,641 -7%
II
305
Inspire Investing
Idaho
$5.59M +$677K +2,678 +14%
BCIM
306
British Columbia Investment Management
British Columbia, Canada
$5.51M +$178K +703 +3%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$5.47M +$156K +618 +3%
TAM
308
Tocqueville Asset Management
New York
$5.36M
FSA
309
Financial Sense Advisors
California
$5.35M +$5.35M +21,158 New
DC
310
Davenport & Co
Virginia
$5.24M -$485K -1,916 -8%
BBVA
311
Banco Bilbao Vizcaya Argentaria
Spain
$5.2M -$1.02M -4,064 -16%
GIM
312
Goelzer Investment Management
Indiana
$5.2M -$184K -727 -3%
EAM
313
EFG Asset Management
Oregon
$5.2M +$232K +920 +5%
Rafferty Asset Management
314
Rafferty Asset Management
New York
$5.18M +$466K +1,842 +10%
IGAM
315
iA Global Asset Management
Quebec, Canada
$5.14M -$493K -1,949 -9%
GIBU
316
Gulf International Bank (UK)
United Kingdom
$5.06M +$20.2K +80 +0.4%
PI
317
PineBridge Investments
New York
$5.04M +$1.15M +4,560 +30%
DAM
318
Deltec Asset Management
New York
$4.99M -$571K -2,258 -10%
CS
319
Cannell & Spears
New York
$4.96M +$42.2K +167 +0.9%
TGCMU
320
Titan Global Capital Management USA
New York
$4.92M -$220K -869 -4%
NA
321
NewEdge Advisors
Louisiana
$4.86M -$32.9K -130 -0.7%
IC
322
IEQ Capital
California
$4.85M +$188K +742 +4%
RIM
323
Reliant Investment Management
Tennessee
$4.82M +$16.4K +65 +0.3%
CIG
324
Cullen Investment Group
Louisiana
$4.76M +$47.1K +192 +1%
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
$4.74M +$2.03M +8,022 +75%