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 %
NSAM
476
North Star Asset Management
Wisconsin
$1.55M -$16.4K -65 -1%
Fisher Asset Management
477
Fisher Asset Management
Washington
$1.55M +$226K +892 +17%
Capstone Investment Advisors
478
Capstone Investment Advisors
New York
$1.55M +$1.23M +4,845 +383%
FHB
479
First Hawaiian Bank
Hawaii
$1.54M -$93.8K -371 -6%
SWP
480
Stratos Wealth Partners
Ohio
$1.53M -$165K -653 -10%
UM
481
UniSuper Management
Australia
$1.52M +$1.09M +4,321 +253%
KRSITF
482
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.52M -$127K -501 -8%
FIA
483
Foundations Investment Advisors
Arizona
$1.51M -$185K -731 -11%
NIMI
484
Natixis Investment Managers International
France
$1.5M +$41.7K +165 +3%
Wealth Enhancement Advisory Services
485
Wealth Enhancement Advisory Services
Minnesota
$1.49M +$75.9K +300 +5%
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$1.46M -$1.77K -7 -0.1%
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$1.46M +$6.32K +25 +0.4%
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$1.45M -$130K -516 -8%
CVA
489
Central Valley Advisors
California
$1.42M +$123K +488 +10%
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$1.39M +$379K +1,497 +38%
NSLI
491
Nan Shan Life Insurance
Taiwan
$1.37M
FGI
492
Foresight Global Investors
New York
$1.37M
PA
493
PFG Advisors
Arizona
$1.37M -$68K -269 -5%
AWS
494
Atria Wealth Solutions
New York
$1.37M +$44.3K +175 +3%
HA
495
Herold Advisors
New York
$1.37M
QCM
496
QRG Capital Management
Illinois
$1.35M +$114K +452 +9%
FT
497
Fiduciary Trust
Massachusetts
$1.35M +$394K +1,559 +41%
FCM
498
Fairbanks Capital Management
California
$1.35M -$12.1K -48 -0.9%
Wolverine Trading
499
Wolverine Trading
Illinois
$1.32M -$237K -939 -15%
TAM
500
Todd Asset Management
Kentucky
$1.32M