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1,065 hedge funds and large institutions have $26.9B invested in IQVIA in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 414 increasing their positions, 401 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $152M | Put options by funds: $145M

3% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 401

2.09% less ownership

Funds ownership: 94.45%92.35% (-2.1%)

7% less funds holding

Funds holding: 1,1411,065 (-76)

26% less capital invested

Capital invested by funds: $36.3B → $26.9B (-$9.4B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 177

Holders
1,065
Holders Change
-76
Holders Change %
-6.66%
% of All Funds
13.12%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
119
Increased
414
Reduced
401
Closed
177
Calls
$152M
Puts
$145M
Net Calls
+$7.54M
Net Calls Change
-$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
501
Nisa Investment Advisors
Missouri
$1.02M -$957K -4,906 -45%
LNWTC
502
Laird Norton Wetherby Trust Company
Washington
$1.02M +$17.6K +90 +2%
OIAM
503
OFI Invest Asset Management
France
$1.01M +$533K +2,732 +81%
FB
504
Fulton Bank
Pennsylvania
$1.01M +$92.5K +474 +9%
William Blair & Company
505
William Blair & Company
Illinois
$1.01M -$399K -2,046 -26%
PGCM
506
Prescott Group Capital Management
Oklahoma
$1.01M
VA
507
Vident Advisory
Georgia
$1.01M +$310K +1,587 +37%
CA
508
Clearstead Advisors
Ohio
$1M -$281K -1,441 -20%
IWA
509
Invera Wealth Advisors
Oregon
$1M -$909K -4,657 -44%
CL
510
Choreo LLC
Illinois
$996K +$111K +571 +11%
TP
511
Tranquility Partners
Tennessee
$995K -$71.6K -367 -6%
AF
512
Aviso Financial
Ontario, Canada
$993K -$108K -555 -9%
KC
513
Kepler Cheuvreux
$976K +$52.7K +270 +5%
O
514
Ossiam
France
$974K +$141K +724 +15%
SCM
515
Sterling Capital Management
North Carolina
$970K -$844K -4,326 -43%
ASN
516
Advisory Services Network
Georgia
$951K +$58.1K +298 +6%
BIG
517
Brooklyn Investment Group
New York
$950K +$548K +2,810 +102%
OA
518
Oasis Advisors
Iowa
$939K +$1.07M +5,505 New
AF
519
Ally Financial
Michigan
$938K +$1.07M +5,500 New
Holocene Advisors
520
Holocene Advisors
New York
$930K +$1.06M +5,454 New
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$928K +$79.4K +407 +9%
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$926K -$2.73K -14 -0.3%
LGA
523
Lebenthal Global Advisors
New York
$905K -$188K -962 -15%
TAM
524
Todd Asset Management
Kentucky
$888K
FPAS
525
Focus Partners Advisor Solutions
Missouri
$878K -$816K -4,183 -45%