892 hedge funds and large institutions have $38.1B invested in IQVIA in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 327 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-41
Holders Change %
-4.39%
% of All Funds
14.12%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.51%
New
80
Increased
348
Reduced
327
Closed
109
Calls
$84.6M
Puts
$113M
Net Calls
-$28.4M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
501
B. Riley Wealth Advisors
Florida
$981K -$131K -567 -12%
LOIM
502
Liberty One Investment Management
Illinois
$974K -$24.5K -106 -2%
LWANC
503
Laurel Wealth Advisors (North Carolina)
North Carolina
$968K +$6.94K +30 +0.7%
OQS
504
Occudo Quantitative Strategies
Florida
$948K +$948K +4,101 New
SXL
505
Summit X LLC
Missouri
$946K +$21.6K +94 +2%
NIMI
506
Natixis Investment Managers International
France
$931K
FHA
507
First Horizon Advisors
Tennessee
$931K +$651K +2,815 +232%
ATPW
508
Ashton Thomas Private Wealth
Arizona
$921K -$64K -277 -6%
LNC
509
Lincoln National Corp
Pennsylvania
$901K +$98.9K +428 +12%
SCA
510
Snowden Capital Advisors
New York
$900K -$6.65M -28,770 -88%
RCM
511
Ratan Capital Management
Florida
$888K
Creative Planning
512
Creative Planning
Kansas
$876K +$133K +574 +18%
BMCM
513
Burns Matteson Capital Management
New York
$873K +$74K +320 +9%
IWA
514
IVC Wealth Advisors
Pennsylvania
$870K
Wealthfront Advisers
515
Wealthfront Advisers
California
$848K +$168K +728 +25%
UCB
516
United Community Bank
South Carolina
$847K +$5.78K +25 +0.7%
PFO
517
Pathstone Family Office
New Jersey
$845K -$485K -2,097 -36%
TWC
518
TD Waterhouse Canada
Ontario, Canada
$844K -$35.8K -148 -4%
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$841K +$106K +457 +14%
LRPA
520
L. Roy Papp & Associates
Arizona
$838K +$70.1K +303 +9%
IIM
521
Intact Investment Management
Quebec, Canada
$832K +$277K +1,200 +50%
EF
522
Empirical Finance
Pennsylvania
$818K +$92K +398 +13%
BPC
523
Banque Pictet & Cie
Switzerland
$817K
Nomura Holdings
524
Nomura Holdings
Japan
$806K +$7.45K +31 +0.9%
PGH
525
Partners Group Holding
Switzerland
$800K +$235K +1,015 +41%