950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
526
Kelleher Financial Advisors
New York
$838K -$6.25K -27 -0.7%
B
527
Birchbrook
Maine
$836K +$836K +3,612 New
AIMCA
528
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$833K -$38.2M -164,902 -98%
NFC
529
Northeast Financial Consultants
Connecticut
$828K +$347K +1,500 +72%
KOCAA
530
Knights of Columbus Asset Advisors
Connecticut
$828K +$6.94K +30 +0.8%
Lido Advisors
531
Lido Advisors
California
$810K +$226K +976 +39%
CA
532
Cetera Advisors
Colorado
$805K +$190K +823 +31%
IWA
533
IVC Wealth Advisors
Pennsylvania
$804K -$11.6K -50 -1%
FB
534
Fulton Bank
Pennsylvania
$791K -$9.72K -42 -1%
LOIM
535
Liberty One Investment Management
Illinois
$782K -$39.6K -171 -5%
FC
536
FORA Capital
Florida
$780K -$3.23M -13,948 -81%
MOS
537
MGO One Seven
Ohio
$775K +$65.9K +285 +9%
Boston Partners
538
Boston Partners
Massachusetts
$775K -$104M -451,003 -99%
CHAM
539
Clear Harbor Asset Management
Connecticut
$769K +$352K +1,521 +84%
CC
540
Chicago Capital
Illinois
$751K -$113K -487 -13%
GTAM
541
Global Trust Asset Management
Florida
$750K
CW
542
CreativeOne Wealth
Kansas
$747K +$17.6K +76 +2%
GVAG
543
Great Valley Advisor Group
Delaware
$746K +$292K +1,261 +64%
HCA
544
Harbor Capital Advisors
Illinois
$732K
GT
545
Greenleaf Trust
Michigan
$730K +$13.4K +58 +2%
BRWA
546
B. Riley Wealth Advisors
Florida
$725K -$101K -436 -12%
MFG
547
MidWestOne Financial Group
Iowa
$716K +$227K +982 +47%
BIM
548
Baldwin Investment Management
Pennsylvania
$710K +$24.3K +105 +4%
SP
549
Stonebrook Private
Michigan
$706K +$706K +3,053 New
PWM
550
Perigon Wealth Management
California
$704K -$56.7K -245 -7%