1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HHRDM
526
H&H Retirement Design & Management
Nevada
$1.06M +$1.06M +4,603 New
AWM
527
Apollon Wealth Management
South Carolina
$1.05M +$345K +1,364 +49%
CPBTD
528
Central Pacific Bank - Trust Division
Hawaii
$1.05M +$1.05M +4,199 New
ETC
529
Exchange Traded Concepts
Oklahoma
$1.04M -$658K -2,600 -39%
LNC
530
Lincoln National Corp
Pennsylvania
$1.04M -$30.3K -120 -3%
EFM
531
E Fund Management
China
$1.04M +$808K +3,196 +345%
HKIMG
532
Hutchens & Kramer Investment Management Group
Indiana
$1.04M -$63.5K -255 -6%
PIM
533
Plato Investment Management
Australia
$1.04M +$1.03M +4,076 +12,738%
Lido Advisors
534
Lido Advisors
California
$1.03M +$147K +581 +17%
BP
535
BBR Partners
New York
$1.03M +$1.03M +4,079 New
HFA
536
Harbert Fund Advisors
Alabama
$1.02M -$398K -1,575 -28%
HI
537
Handelsinvest Investeringsforvaltning
Denmark
$1.01M -$191K -755 -16%
UCB
538
United Community Bank
South Carolina
$1M -$7.59K -30 -0.8%
PAM
539
Panagora Asset Management
Massachusetts
$997K -$742K -2,935 -43%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
540
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$994K +$677K +2,677 +214%
BFG
541
Beacon Financial Group
Texas
$993K -$41.5K -164 -4%
Man Group
542
Man Group
United Kingdom
$985K +$601K +2,378 +157%
VF
543
Virtu Financial
New York
$979K +$979K +3,873 New
FLPIM
544
F.L. Putnam Investment Management
Massachusetts
$977K -$399K -1,578 -29%
CCM
545
Coldstream Capital Management
Washington
$952K -$12.1K -48 -1%
William Blair & Company
546
William Blair & Company
Illinois
$947K -$774K -3,062 -45%
DCM
547
Dimension Capital Management
Florida
$932K
KFA
548
Kelleher Financial Advisors
New York
$916K
AIMCA
549
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$910K
MOS
550
MGO One Seven
Ohio
$896K +$49.3K +195 +6%