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1,065 hedge funds and large institutions have $26.9B invested in IQVIA in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 414 increasing their positions, 401 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $36.3B → $26.9B (-$9.4B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 177

Holders
1,065
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$152M
Puts
$145M
Net Calls
Net Calls Change

Top Buyers

1 +$329M
2 +$314M
3 +$221M
4
BlackRock
BlackRock
New York
+$169M
5
Harris Associates
Harris Associates
Illinois
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
351
Janney Montgomery Scott
Pennsylvania
$3.16M
Corient Private Wealth
352
Corient Private Wealth
Florida
$3.14M
IRAG
353
Investment Research & Advisory Group
Georgia
$3.12M
GMA
354
Glassy Mountain Advisors
Maryland
$3.12M
TM
355
Taproot Management
New York
$3.11M
CS
356
Cannell & Spears
New York
$3.06M
UM
357
UniSuper Management
Australia
$3.05M
CHAM
358
Clear Harbor Asset Management
Connecticut
$3.04M
Macquarie Group
359
Macquarie Group
Australia
$3.04M
QIM
360
Quantitative Investment Management
Virginia
$3.03M
SAM
361
Storebrand Asset Management
Norway
$3.01M
CCP
362
Carmel Capital Partners
California
$2.94M
MCM
363
Militia Capital Management
Texas
$2.9M
AC
364
Allstate Corporation
Illinois
$2.89M
GIS
365
Graphene Investments SAS
France
$2.88M
RFC
366
Regions Financial Corp
Alabama
$2.87M
SOADOR
367
State of Alaska Department of Revenue
Alaska
$2.86M
IA
368
IFP Advisors
Florida
$2.85M
LWMM
369
Legacy Wealth Management (Mississippi)
Mississippi
$2.85M
MWM
370
Modera Wealth Management
New Jersey
$2.82M
VAG
371
VisionPoint Advisory Group
Texas
$2.81M
SA
372
Sanctuary Advisors
Indiana
$2.77M
CGH
373
Crossmark Global Holdings
Texas
$2.74M
Pathstone Holdings
374
Pathstone Holdings
New Jersey
$2.74M
Mercer Global Advisors
375
Mercer Global Advisors
Colorado
$2.73M