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 %
KA
501
Kintegral Advisory
New York
$1.06M -$6.71K -29 -0.6%
LWANC
502
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.06M -$34.2K -148 -3%
SGA
503
Strategic Global Advisors
California
$1.04M -$6.08M -26,270 -85%
BC
504
Bowman & Company
Wisconsin
$1.03M +$66.2K +286 +7%
HKIMG
505
Hutchens & Kramer Investment Management Group
Indiana
$1.03M -$119K -515 -10%
GJWM
506
Gilliland Jeter Wealth Management
Arkansas
$986K +$986K +4,262 New
BMCM
507
Burns Matteson Capital Management
New York
$985K +$14.6K +63 +2%
IMCOOI
508
Investment Management Corp of Ontario (IMCO)
Canada
$983K +$983K +4,249 New
LNC
509
Lincoln National Corp
Pennsylvania
$982K -$25.5K -110 -3%
Public Sector Pension Investment Board (PSP Investments)
510
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$964K -$3.57M -15,448 -79%
BA
511
Bridgewater Associates
Connecticut
$959K -$31.9K -138 -3%
BFG
512
Beacon Financial Group
Texas
$946K +$30.8K +133 +3%
DL
513
DOHJ LLC
Washington
$943K +$943K +4,074 New
UCB
514
United Community Bank
South Carolina
$925K -$33.1K -143 -3%
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$921K +$47.9K +207 +5%
CCM
516
Coldstream Capital Management
Washington
$882K +$183K +792 +26%
VI
517
Versor Investments
New York
$879K +$262K +1,131 +42%
Acadian Asset Management
518
Acadian Asset Management
Massachusetts
$877K
TI
519
Tidal Investments
Wisconsin
$875K -$130K -561 -13%
FT
520
Fiduciary Trust
Massachusetts
$872K +$75.4K +326 +9%
CA
521
Continuum Advisory
Idaho
$860K -$37.9K -164 -4%
Nomura Holdings
522
Nomura Holdings
Japan
$857K +$857K +3,706 New
SP
523
Stablepoint Partners
Massachusetts
$855K +$855K +3,695 New
DCM
524
Dimension Capital Management
Florida
$853K +$853K +3,685 New
UCFA
525
United Capital Financial Advisors
Texas
$844K +$347K +1,501 +70%