1,013 hedge funds and large institutions have $33.3B invested in IQVIA in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 325 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
101
Increased
433
Reduced
325
Closed
84
Calls
$170M
Puts
$287M
Net Calls
-$117M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
401
Raymond James Trust
Florida
$2.61M -$23.7K -112 -0.9%
MW
402
Maia Wealth
Colorado
$2.61M +$2.61M +11,554 New
CGH
403
Crossmark Global Holdings
Texas
$2.6M +$41.4K +196 +2%
VFA
404
Voya Financial Advisors
Connecticut
$2.6M +$312K +1,465 +14%
HIP
405
Harrell Investment Partners
Texas
$2.58M +$60.5K +286 +2%
IAN
406
Integrated Advisors Network
Texas
$2.58M +$48.6K +230 +2%
EP
407
Eversept Partners
New York
$2.57M
GWM
408
Geneos Wealth Management
Colorado
$2.57M +$8.46K +40 +0.3%
JCM
409
Jag Capital Management
Missouri
$2.57M -$6.13K -29 -0.2%
PI
410
PGGM Investments
Netherlands
$2.55M +$915K +4,326 +56%
SPC
411
Spirepoint Private Client
Florida
$2.55M +$263K +1,245 +12%
PRS
412
Pinkerton Retirement Specialists
Idaho
$2.54M +$197K +932 +8%
UM
413
UniSuper Management
Australia
$2.48M +$1.21M +5,722 +95%
HIMCH
414
Hartford Investment Management Co (HIMCO)
Connecticut
$2.47M -$26.2K -124 -1%
TC
415
TownSquare Capital
Utah
$2.44M +$664K +3,142 +37%
OAM
416
Oppenheimer Asset Management
New York
$2.41M -$440K -2,081 -15%
SAM
417
Steinberg Asset Management
New York
$2.4M -$122K -579 -5%
PP
418
Paloma Partners
Connecticut
$2.36M +$2.36M +11,171 New
CBB
419
Citizens Business Bank
California
$2.36M -$59.8K -283 -2%
ACS
420
Archford Capital Strategies
Illinois
$2.35M +$79.9K +378 +4%
O
421
Ossiam
France
$2.33M +$249K +1,178 +12%
Nisa Investment Advisors
422
Nisa Investment Advisors
Missouri
$2.29M -$1.67M -7,914 -42%
BPC
423
Banque Pictet & Cie
Switzerland
$2.27M
SCA
424
Stonebridge Capital Advisors
Minnesota
$2.26M +$138K +653 +6%
Envestnet Portfolio Solutions
425
Envestnet Portfolio Solutions
Illinois
$2.25M -$92K -435 -4%