918 hedge funds and large institutions have $33.2B invested in IQVIA in 2022 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 370 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+34
Holders Change %
+3.85%
% of All Funds
14.81%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
117
Increased
309
Reduced
370
Closed
67
Calls
$39.8M
Puts
$40M
Net Calls
-$245K
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PF
526
Phoenix Financial
Israel
$786K -$261K -1,257 -25%
CA
527
Continuum Advisory
Idaho
$786K +$30.7K +150 +4%
HI
528
Humankind Investments
New York
$775K +$85.8K +419 +12%
LOIM
529
Liberty One Investment Management
Illinois
$770K -$37.9K -185 -5%
BFO
530
Biltmore Family Office
North Carolina
$760K +$760K +3,707 New
TCM
531
Teza Capital Management
Illinois
$757K -$558K -2,721 -42%
DCM
532
Dimension Capital Management
Florida
$755K
BOM
533
Bank of Marin
California
$750K -$173K -846 -19%
CAM
534
Congress Asset Management
Massachusetts
$749K +$749K +3,658 New
API
535
Advisor Partners II
California
$744K +$180K +880 +32%
AWS
536
Atria Wealth Solutions
New York
$744K +$11.1K +54 +2%
GC
537
Guardian Capital
Ontario, Canada
$738K -$24.2K -118 -3%
IWA
538
IVC Wealth Advisors
Pennsylvania
$730K
TI
539
Tidal Investments
Wisconsin
$719K +$37.7K +184 +6%
C1AG
540
Client 1st Advisory Group
Florida
$719K
KF
541
Krilogy Financial
Missouri
$703K +$80.1K +391 +13%
FPA
542
First Pacific Advisors
California
$694K
GTAM
543
Global Trust Asset Management
Florida
$693K
RCM
544
Ratan Capital Management
Florida
$685K
V
545
Veritable
Delaware
$683K +$88.1K +430 +15%
BCM
546
Brookstone Capital Management
Illinois
$683K -$158K -769 -19%
AP
547
AtonRa Partners
Switzerland
$682K -$281K -1,371 -29%
APWM
548
Atlas Private Wealth Management
New York
$681K +$8.2K +40 +1%
SCA
549
Snowden Capital Advisors
New York
$676K -$59.6K -291 -8%
TMAM
550
Tokio Marine Asset Management
Japan
$671K +$63.3K +309 +10%