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 %
PVI
426
Pine Valley Investments
New Jersey
$1.87M +$196K +849 +12%
CC
427
Copperleaf Capital
North Carolina
$1.86M -$50.4K -218 -3%
CPC
428
Consolidated Planning Corp
Georgia
$1.85M +$153K +660 +9%
UWS
429
Unique Wealth Strategies
Illinois
$1.84M +$1.84M +7,956 New
MLICM
430
Metropolitan Life Insurance Company (MetLife)
New York
$1.72M -$28.2K -122 -2%
N
431
Natixis
France
$1.71M -$7.22M -31,198 -81%
CCP
432
Cunning Capital Partners
North Carolina
$1.71M
BFPW
433
BOK Financial Private Wealth
Colorado
$1.7M -$164K -709 -9%
GAM
434
Groupama Asset Management
France
$1.68M +$1.68M +7,269 New
CFCI
435
Comprehensive Financial Consultants Institutional
Indiana
$1.66M +$171K +739 +11%
SCM
436
Suvretta Capital Management
New York
$1.66M
CCP
437
Clarkston Capital Partners
Michigan
$1.62M +$1.62M +7,000 New
HAG
438
HF Advisory Group
Maryland
$1.61M +$117K +505 +8%
NB
439
NBT Bank
New York
$1.6M +$100K +432 +7%
CAM
440
Carret Asset Management
New York
$1.59M
PAM
441
Panagora Asset Management
Massachusetts
$1.59M -$18K -78 -1%
SSWM
442
Smith Salley Wealth Management
North Carolina
$1.58M +$78.7K +340 +5%
William Blair & Company
443
William Blair & Company
Illinois
$1.57M -$256K -1,106 -14%
ETC
444
Exchange Traded Concepts
Oklahoma
$1.56M -$256K -1,108 -14%
SWP
445
Stratos Wealth Partners
Ohio
$1.55M -$7.4K -32 -0.5%
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$1.55M -$370K -1,600 -19%
CCP
447
Carmel Capital Partners
California
$1.53M +$15.5K +67 +1%
WEG
448
World Equity Group
Illinois
$1.52M -$37.9K -164 -2%
CIA
449
Concurrent Investment Advisors
Florida
$1.52M +$1.52M +6,559 New
LAM
450
L2 Asset Management
Massachusetts
$1.52M +$1.51M +6,542 +38,482%