919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
WEG
526
World Equity Group
Illinois
$822K -$978K -3,049 -54%
SIC
527
Salem Investment Counselors
North Carolina
$821K -$97.3K -489 -11%
GT
528
Glenmede Trust
Pennsylvania
$810K -$1.55M -7,818 -66%
UCB
529
United Community Bank
South Carolina
$808K
SXL
530
Summit X LLC
Missouri
$787K -$14.9K -75 -2%
BMCM
531
Burns Matteson Capital Management
New York
$783K +$5.77K +29 +0.7%
FCM
532
Fairbanks Capital Management
California
$780K +$780K +3,924 New
TMAM
533
Tokio Marine Asset Management
Japan
$776K +$124K +625 +19%
CA
534
Continuum Advisory
Idaho
$764K +$994 +5 +0.1%
MCC
535
Money Concepts Capital
Florida
$759K -$25.3K -127 -3%
TRCT
536
Tower Research Capital (TRC)
New York
$754K -$724K -3,639 -49%
SIA
537
Strategic Investment Advisors
Michigan
$747K +$747K +3,756 New
TI
538
Tidal Investments
Wisconsin
$744K +$46.1K +232 +7%
API
539
Advisor Partners II
California
$743K +$20.9K +105 +3%
LOIM
540
Liberty One Investment Management
Illinois
$741K -$5.77K -29 -0.8%
BFO
541
Biltmore Family Office
North Carolina
$737K
HI
542
Humankind Investments
New York
$735K -$16.7K -84 -2%
DCM
543
Dimension Capital Management
Florida
$733K
LWM
544
Lyell Wealth Management
California
$731K -$34.8K -175 -5%
BA
545
Bridgewater Associates
Connecticut
$728K +$88.3K +444 +14%
KFA
546
Kelleher Financial Advisors
New York
$726K +$79.6K +400 +12%
IWA
547
IVC Wealth Advisors
Pennsylvania
$709K
Wealthfront Advisers
548
Wealthfront Advisers
California
$699K -$82.7K -416 -11%
C1AG
549
Client 1st Advisory Group
Florida
$698K
SW
550
SlateStone Wealth
Florida
$697K +$697K +3,502 New