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 %
CAPTRUST Financial Advisors
501
CAPTRUST Financial Advisors
North Carolina
$1.32M -$848K -3,355 -39%
KOCAA
502
Knights of Columbus Asset Advisors
Connecticut
$1.31M +$406K +1,604 +45%
BA
503
Bridgewater Associates
Connecticut
$1.29M +$243K +961 +23%
TMAM
504
Tokio Marine Asset Management
Japan
$1.28M +$118K +468 +10%
LRPA
505
L. Roy Papp & Associates
Arizona
$1.24M
RIM
506
Rakuten Investment Management
Japan
$1.24M +$1.13M +4,455 +986%
SP
507
Stablepoint Partners
Massachusetts
$1.23M +$297K +1,176 +32%
CIA
508
Concurrent Investment Advisors
Florida
$1.23M -$428K -1,692 -26%
SAM
509
Shell Asset Management
Netherlands
$1.23M +$192K +908 +19%
IEFM
510
IQ EQ Fund Management
Ireland
$1.22M
Two Sigma Advisers
511
Two Sigma Advisers
New York
$1.21M -$8.57M -33,900 -88%
FHA
512
First Horizon Advisors
Tennessee
$1.21M -$75.1K -297 -6%
Verition Fund Management
513
Verition Fund Management
Connecticut
$1.2M +$943K +3,730 +374%
FI
514
Financial Insights
Washington
$1.19M -$93.3K -369 -7%
PAG
515
Private Advisor Group
New Jersey
$1.19M -$130K -516 -10%
LWANC
516
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.15M -$1.26K -5 -0.1%
KA
517
Kintegral Advisory
New York
$1.15M -$3.54K -14 -0.3%
GJWM
518
Gilliland Jeter Wealth Management
Arkansas
$1.14M +$60.4K +239 +6%
CA
519
Cetera Advisors
Colorado
$1.13M +$249K +985 +28%
BC
520
Bowman & Company
Wisconsin
$1.12M -$3.04K -12 -0.3%
NIM
521
NEOS Investment Management
Connecticut
$1.12M +$464K +1,834 +71%
SGA
522
Strategic Global Advisors
California
$1.1M -$35.7K -141 -3%
BP
523
BNP Paribas
France
$1.1M +$1.1M +4,328 New
MFG
524
MidWestOne Financial Group
Iowa
$1.07M +$292K +1,154 +37%
BMCM
525
Burns Matteson Capital Management
New York
$1.07M -$6.32K -25 -0.6%