919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
501
Geneos Wealth Management
Colorado
$1.02M -$190K -956 -16%
EF
502
Empirical Finance
Pennsylvania
$1.02M +$42.2K +212 +4%
FHA
503
First Horizon Advisors
Tennessee
$998K -$2.39K -12 -0.2%
IEFM
504
IQ EQ Fund Management
Ireland
$990K -$45.1K -227 -4%
PFO
505
Pathstone Family Office
New Jersey
$989K -$2.38M -11,797 -71%
KCM
506
KLK Capital Management
California
$965K +$4.77K +24 +0.5%
PAG
507
Private Advisor Group
New Jersey
$961K -$1.22M -6,110 -56%
Walleye Trading
508
Walleye Trading
New York
$949K -$935K -4,699 -50%
QL
509
Quarry LP
New York
$931K +$615K +3,090 +194%
PFC
510
Poplar Forest Capital
California
$928K +$600K +3,016 +183%
NIMI
511
Natixis Investment Managers International
France
$927K -$103K -520 -10%
KA
512
Kintegral Advisory
New York
$915K -$49.1K -247 -5%
BRWA
513
B. Riley Wealth Advisors
Florida
$912K -$44.4K -223 -5%
FFA
514
First Foundation Advisors
California
$904K -$2.67M -13,440 -75%
PA
515
PFG Advisors
Arizona
$899K
LWANC
516
Laurel Wealth Advisors (North Carolina)
North Carolina
$881K +$82.5K +415 +10%
CC
517
Chicago Capital
Illinois
$862K +$4.18K +21 +0.5%
LNC
518
Lincoln National Corp
Pennsylvania
$849K +$27K +136 +3%
LRPA
519
L. Roy Papp & Associates
Arizona
$845K +$48.7K +245 +6%
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$840K +$8.35K +42 +1%
MYLI
521
Meiji Yasuda Life Insurance
Japan
$832K -$613K -3,084 -42%
LSA
522
L & S Advisors
California
$829K -$151K -761 -15%
BFG
523
Beacon Financial Group
Texas
$824K -$164K -830 -17%
HFS
524
Hantz Financial Services
Michigan
$823K +$315K +1,585 +62%
FT
525
Fiduciary Trust
Massachusetts
$822K +$5.77K +29 +0.7%