1,050 hedge funds and large institutions have $36.5B invested in IQVIA in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 436 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
15.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
109
Increased
436
Reduced
357
Closed
62
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
376
Ratan Capital Management
Florida
$3.41M -$792K -3,342 -19%
FWM
377
Fairhaven Wealth Management
Illinois
$3.41M +$7.82K +33 +0.2%
WorldQuant Millennium Advisors
378
WorldQuant Millennium Advisors
New York
$3.41M -$26.4M -111,332 -89%
EAM
379
EFG Asset Management
Oregon
$3.29M -$1.2M -5,081 -27%
SAM
380
Steinberg Asset Management
New York
$3.28M +$594K +2,505 +22%
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.22M +$1.83M +8,665 +132%
PI
382
PGGM Investments
Netherlands
$3.19M +$325K +1,373 +11%
BCM
383
Bayesian Capital Management
New York
$3.18M +$2.73M +11,500 +605%
NEI
384
Northwest & Ethical Investments
Ontario, Canada
$3.18M +$3.18M +13,400 New
OAM
385
Oppenheimer Asset Management
New York
$3.17M +$468K +1,974 +17%
C
386
Certuity
Florida
$3.14M -$3.08K -13 -0.1%
TRSOTSOK
387
Teachers Retirement System of the State of Kentucky
Kentucky
$3.13M -$335K -1,413 -10%
EP
388
Eversept Partners
New York
$3.11M +$227K +960 +8%
SPC
389
Spirepoint Private Client
Florida
$3.1M +$247K +1,042 +9%
Envestnet Portfolio Solutions
390
Envestnet Portfolio Solutions
Illinois
$3.08M +$553K +2,335 +22%
Mercer Global Advisors
391
Mercer Global Advisors
Colorado
$3.06M +$40K +173 +1%
IWA
392
Invera Wealth Advisors
Oregon
$3.05M -$111K -510 -4%
HIP
393
Harrell Investment Partners
Texas
$3.03M +$133K +560 +5%
RJT
394
Raymond James Trust
Florida
$3.01M +$83.7K +353 +3%
RBA
395
Richard Bernstein Advisors
New York
$2.99M
JCM
396
Jag Capital Management
Missouri
$2.95M +$61.4K +259 +2%
DILIC
397
Dai-ichi Life Insurance Company
Japan
$2.92M -$2.49M -10,500 -46%
GIS
398
Graphene Investments SAS
France
$2.91M -$308K -1,300 -10%
TC
399
TownSquare Capital
Utah
$2.89M +$158K +666 +6%
IAN
400
Integrated Advisors Network
Texas
$2.89M +$2.13K +9 +0.1%