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 %
Schroder Investment Management Group
326
Schroder Investment Management Group
United Kingdom
$4.68M -$227K -899 -5%
AI
327
Atria Investments
North Carolina
$4.64M +$199K +786 +4%
Pathstone Holdings
328
Pathstone Holdings
New Jersey
$4.62M +$786K +3,108 +20%
CWM
329
CIBC World Markets
New York
$4.62M -$1.34M -5,299 -22%
ATC
330
Argent Trust Co
Tennessee
$4.59M +$116K +457 +3%
Creative Planning
331
Creative Planning
Kansas
$4.59M +$563K +2,227 +14%
Twin Tree Management
332
Twin Tree Management
Texas
$4.58M +$4.58M +18,115 New
CIBC World Market
333
CIBC World Market
Ontario, Canada
$4.56M -$947K -3,746 -17%
RCM
334
Ratan Capital Management
Florida
$4.49M -$910K -3,600 -17%
OCA
335
Otter Creek Advisors
Florida
$4.47M +$1.17M +4,607 +35%
RSS
336
Rosenblum Silverman Sutton
California
$4.45M
GC
337
Guggenheim Capital
Illinois
$4.43M +$928K +3,669 +26%
Two Sigma Investments
338
Two Sigma Investments
New York
$4.43M +$4.43M +17,505 New
IRAG
339
Investment Research & Advisory Group
Georgia
$4.41M +$10.1K +40 +0.2%
WWA
340
WCG Wealth Advisors
Nevada
$4.37M -$1.5M -5,924 -26%
GAM
341
Gotham Asset Management
New York
$4.31M +$2.83M +11,201 +192%
TP
342
Tranquility Partners
Tennessee
$4.22M +$14.4K +57 +0.3%
EGM
343
Engineers Gate Manager
New York
$4.21M +$1.48M +5,839 +54%
EMPI
344
Elo Mutual Pension Insurance
Finland
$4.21M +$170K +672 +4%
US Bancorp
345
US Bancorp
Minnesota
$4.17M -$515K -2,036 -11%
JFG
346
Jefferies Financial Group
New York
$4.15M +$4.15M +16,428 New
Corient Private Wealth
347
Corient Private Wealth
Florida
$4.06M -$295K -1,168 -7%
BF
348
BOK Financial
Oklahoma
$3.98M -$168K -675 -4%
MWA
349
Meridian Wealth Advisors
Texas
$3.98M +$222K +879 +6%
TSW
350
Thompson Siegel & Walmsley
Virginia
$3.97M