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 %
FWM
351
Fairhaven Wealth Management
Illinois
$3.37M +$146K +632 +5%
IWA
352
Invera Wealth Advisors
Oregon
$3.35M +$3.35M +14,478 New
Mariner
353
Mariner
Kansas
$3.34M -$28.2K -122 -0.8%
Pacer Advisors
354
Pacer Advisors
Pennsylvania
$3.33M -$5.81M -25,124 -64%
OPERF
355
Oregon Public Employees Retirement Fund
Oregon
$3.31M +$41.6K +180 +1%
MSRPS
356
Maryland State Retirement & Pension System
Maryland
$3.26M
GC
357
Guggenheim Capital
Illinois
$3.2M -$1.73M -7,496 -35%
GIS
358
Graphene Investments SAS
France
$3.15M -$393K -1,700 -11%
OAM
359
Oppenheimer Asset Management
New York
$3.15M -$183K -791 -5%
TAMH
360
Taikang Asset Management (HK)
Hong Kong
$3.1M +$299K +1,292 +11%
HIP
361
Harrell Investment Partners
Texas
$3.08M -$194K -838 -6%
PCA
362
Providence Capital Advisors
North Carolina
$3.08M +$2.55K +11 +0.1%
CGH
363
Crossmark Global Holdings
Texas
$3.07M -$70.6K -305 -2%
OCA
364
Otter Creek Advisors
Florida
$3.03M +$1.33M +5,765 +79%
EVM
365
Evelyn V. Moreno
$2.98M -$1.89M -8,165 -39%
BCV
366
Banque Cantonale Vaudoise
Switzerland
$2.93M +$1.66M +7,174 +131%
RBA
367
Richard Bernstein Advisors
New York
$2.92M +$286K +1,236 +11%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$2.9M +$1.25M +5,416 +76%
Walleye Trading
369
Walleye Trading
New York
$2.87M -$3.53M -15,257 -55%
HIMCH
370
Hartford Investment Management Co (HIMCO)
Connecticut
$2.86M -$31.9K -138 -1%
EP
371
Eversept Partners
New York
$2.84M -$2.49M -10,778 -47%
Envestnet Portfolio Solutions
372
Envestnet Portfolio Solutions
Illinois
$2.83M -$142K -613 -5%
RJT
373
Raymond James Trust
Florida
$2.81M +$150K +647 +6%
WP
374
WealthShield Partners
North Carolina
$2.79M +$745K +3,218 +36%
VPIM
375
Vanguard Personalized Indexing Management
California
$2.78M +$294K +1,272 +12%