1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MWS
451
Maxwell Wealth Strategies
California
$1.85M +$1.5M +6,741 +432%
SAM
452
Silvercrest Asset Management
New York
$1.82M -$1.02M -4,050 -36%
SCM
453
Suvretta Capital Management
New York
$1.81M
WP
454
WealthShield Partners
North Carolina
$1.8M -$1.26M -4,964 -41%
NB
455
NBT Bank
New York
$1.77M +$20.5K +81 +1%
LAM
456
LECAP Asset Management
United Kingdom
$1.76M +$1.76M +6,945 New
CAM
457
Carret Asset Management
New York
$1.74M
VI
458
Vestcor Inc
New Brunswick, Canada
$1.74M -$765K -3,025 -31%
LAM
459
L2 Asset Management
Massachusetts
$1.72M +$57.2K +226 +3%
ASN
460
Advisory Services Network
Georgia
$1.71M -$437K -1,727 -20%
EF
461
Empirical Finance
Pennsylvania
$1.68M +$55.9K +221 +3%
VIM
462
Vinva Investment Management
Australia
$1.67M +$1.67M +6,610 New
CCP
463
Carmel Capital Partners
California
$1.67M -$5.31K -21 -0.3%
WEG
464
World Equity Group
Illinois
$1.66M
BFPW
465
BOK Financial Private Wealth
Colorado
$1.65M -$212K -840 -11%
TRCT
466
Tower Research Capital (TRC)
New York
$1.64M -$5.15M -20,384 -76%
GAM
467
Groupama Asset Management
France
$1.64M -$2.06M -4,046 -56%
BFM
468
Boston Financial Management
Massachusetts
$1.63M
TCPW
469
Twin City Private Wealth
North Carolina
$1.63M +$1.63M +6,430 New
GH
470
GAM Holding
Switzerland
$1.62M +$8.6K +34 +0.5%
NB
471
Norinchukin Bank
Japan
$1.61M -$24K -95 -1%
BAM
472
Byrne Asset Management
New Jersey
$1.61M -$14.7K -58 -0.9%
LWCFA
473
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.61M -$517K -2,234 -24%
HCP
474
Holt Capital Partners
Texas
$1.6M +$34.1K +135 +2%
KAS
475
Kestra Advisory Services
Texas
$1.57M +$180K +710 +13%