1,050 hedge funds and large institutions have $36.5B invested in IQVIA in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 436 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
15.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
109
Increased
436
Reduced
357
Closed
62
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
501
Tower Research Capital (TRC)
New York
$1.44M -$3.73M -15,726 -72%
IMCOOI
502
Investment Management Corp of Ontario (IMCO)
Canada
$1.43M +$474K +2,000 +49%
SWP
503
Stratos Wealth Partners
Ohio
$1.43M -$33.2K -140 -2%
TI
504
Tidal Investments
Wisconsin
$1.42M +$121K +509 +9%
FIA
505
Foundations Investment Advisors
Arizona
$1.41M +$33.4K +141 +2%
CA
506
Clearstead Advisors
Ohio
$1.4M +$1.32M +5,591 +1,864%
Focus Partners Wealth
507
Focus Partners Wealth
Massachusetts
$1.39M +$289K +1,221 +26%
CSPIA
508
Cary Street Partners Investment Advisory
Virginia
$1.38M +$854K +3,605 +163%
FCM
509
Fairbanks Capital Management
California
$1.37M +$77.5K +327 +6%
PAG
510
Private Advisor Group
New Jersey
$1.36M +$158K +668 +13%
IEFM
511
IQ EQ Fund Management
Ireland
$1.36M +$229K +968 +20%
Carson Wealth (CWM LLC)
512
Carson Wealth (CWM LLC)
Nebraska
$1.35M -$222K -937 -14%
ECM
513
Everence Capital Management
Indiana
$1.35M
CIA
514
Concurrent Investment Advisors
Florida
$1.35M +$71.3K +301 +6%
FFO
515
Fiduciary Family Office
Florida
$1.34M +$837K +3,530 +165%
VI
516
Versor Investments
New York
$1.33M +$1.33M +5,602 New
BFG
517
Bleakley Financial Group
New Jersey
$1.33M -$8.19M -34,565 -86%
NMIMC
518
Northwestern Mutual Investment Management Company
Wisconsin
$1.3M -$73.5K -310 -5%
SP
519
Stablepoint Partners
Massachusetts
$1.29M +$30.3K +128 +2%
NSLI
520
Nan Shan Life Insurance
Taiwan
$1.29M
GS
521
GTS Securities
New York
$1.29M +$288K +1,216 +29%
BC
522
Bowman & Company
Wisconsin
$1.28M +$131K +551 +11%
Wealth Enhancement Advisory Services
523
Wealth Enhancement Advisory Services
Minnesota
$1.27M -$7.82K -33 -0.6%
CL
524
Choreo LLC
Illinois
$1.27M +$174K +753 +16%
VF
525
Virtu Financial
New York
$1.26M -$2.43M -10,274 -66%