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 %
VI
401
Vestcor Inc
New Brunswick, Canada
$2.29M -$11.3K -49 -0.5%
IMRF
402
Illinois Municipal Retirement Fund
Illinois
$2.29M -$523K -2,259 -19%
CA
403
Cornerstone Advisors
North Carolina
$2.27M -$1.41M -6,100 -38%
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$2.24M
KeyBank National Association
405
KeyBank National Association
Ohio
$2.24M +$232K +1,003 +12%
SCA
406
Stonebridge Capital Advisors
Minnesota
$2.21M +$27.3K +118 +1%
WCM
407
Wunderlich Capital Managemnt
Tennessee
$2.21M -$30.3K -131 -1%
VFA
408
Voya Financial Advisors
Connecticut
$2.18M -$4.42K -19 -0.2%
Qube Research & Technologies (QRT)
409
Qube Research & Technologies (QRT)
United Kingdom
$2.16M -$53.4M -231,001 -96%
IA
410
Icon Advisers
Colorado
$2.14M
SCTC
411
Sanibel Captiva Trust Company
Florida
$2.13M +$2.13M +9,206 New
DADC
412
D.A. Davidson & Co
Montana
$2.12M -$1.66M -7,195 -44%
FTDI
413
First Trust Direct Indexing
Massachusetts
$2.1M +$465K +2,009 +29%
Cetera Investment Advisers
414
Cetera Investment Advisers
Illinois
$2.05M -$99.3K -429 -5%
GRP
415
Global Retirement Partners
California
$2.04M +$37.4K +176 +2%
PA
416
Parallel Advisors
California
$1.99M -$123K -531 -6%
CAPTRUST Financial Advisors
417
CAPTRUST Financial Advisors
North Carolina
$1.98M +$5.32K +23 +0.3%
MW
418
Maia Wealth
Colorado
$1.98M +$1.98M +8,548 New
ASN
419
Advisory Services Network
Georgia
$1.97M -$898K -3,883 -31%
Teacher Retirement System of Texas
420
Teacher Retirement System of Texas
Texas
$1.95M -$1.38M -5,957 -41%
FBFS
421
First Business Financial Services
Wisconsin
$1.94M +$49.5K +214 +3%
CIA
422
Cape Investment Advisory
Georgia
$1.91M +$21.3K +92 +1%
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.91M -$1.56M -7,475 -45%
BG
424
Bellevue Group
Switzerland
$1.91M -$34M -146,960 -95%
MGP
425
Metis Global Partners
California
$1.91M +$76.6K +331 +4%