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 %
RIM
326
Reliant Investment Management
Tennessee
$4.4M -$70.6K -305 -2%
Rafferty Asset Management
327
Rafferty Asset Management
New York
$4.31M -$503K -2,176 -10%
US Bancorp
328
US Bancorp
Minnesota
$4.29M +$27.1K +117 +0.6%
IC
329
IEQ Capital
California
$4.26M +$280K +1,209 +7%
ATC
330
Argent Trust Co
Tennessee
$4.1M +$42.1K +182 +1%
AI
331
Atria Investments
North Carolina
$4.07M -$481K -2,077 -11%
RSS
332
Rosenblum Silverman Sutton
California
$4.07M -$28.9K -125 -0.7%
IRAG
333
Investment Research & Advisory Group
Georgia
$4.03M +$48.6K +210 +1%
Corient Private Wealth
334
Corient Private Wealth
Florida
$3.98M -$148K -639 -4%
Simplex Trading
335
Simplex Trading
Illinois
$3.89M +$2.52M +10,912 +185%
BF
336
BOK Financial
Oklahoma
$3.86M -$1.09M -4,732 -22%
TP
337
Tranquility Partners
Tennessee
$3.85M -$340K -1,469 -8%
SAM
338
Sectoral Asset Management
Quebec, Canada
$3.84M -$555K -2,400 -13%
LOAME
339
Lombard Odier Asset Management (Europe)
United Kingdom
$3.77M -$8.64M -37,355 -70%
EMPI
340
Elo Mutual Pension Insurance
Finland
$3.7M +$103K +444 +3%
Creative Planning
341
Creative Planning
Kansas
$3.69M -$173K -746 -4%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$3.67M -$11.8M -51,104 -76%
Macquarie Group
343
Macquarie Group
Australia
$3.66M +$1.33M +5,739 +57%
TSW
344
Thompson Siegel & Walmsley
Virginia
$3.63M -$509K -2,200 -12%
BAMF
345
BI Asset Management Fondsmaeglerselskab
Denmark
$3.61M +$971K +4,195 +37%
PI
346
PineBridge Investments
New York
$3.56M +$842K +3,639 +31%
Pathstone Holdings
347
Pathstone Holdings
New Jersey
$3.51M +$3.51M +15,179 New
EI
348
Ethic Inc
New York
$3.49M +$130K +562 +4%
MWA
349
Meridian Wealth Advisors
Texas
$3.44M +$178K +768 +5%
KRS
350
Kentucky Retirement Systems
Kentucky
$3.39M -$130K -563 -4%