1,013 hedge funds and large institutions have $33.3B invested in IQVIA in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 325 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
101
Increased
433
Reduced
325
Closed
84
Calls
$170M
Puts
$287M
Net Calls
-$117M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
526
Herold Advisors
New York
$1.14M
CIA
527
Concurrent Investment Advisors
Florida
$1.14M +$108K +511 +10%
HHRDM
528
H&H Retirement Design & Management
Nevada
$1.11M -$14K -57 -1%
KOCAA
529
Knights of Columbus Asset Advisors
Connecticut
$1.11M +$10.6K +50 +1%
TAM
530
Todd Asset Management
Kentucky
$1.1M
HT
531
Headlands Technologies
Illinois
$1.09M +$1.09M +5,156 New
TMAM
532
Tokio Marine Asset Management
Japan
$1.09M +$15.4K +73 +1%
SSA
533
Schonfeld Strategic Advisors
New York
$1.08M +$617K +2,916 +133%
BFM
534
Boothbay Fund Management
New York
$1.08M +$1.08M +5,099 New
PAG
535
Private Advisor Group
New Jersey
$1.07M +$80.1K +379 +8%
MFS
536
Mattson Financial Services
Michigan
$1.03M +$1.03M +4,864 New
BC
537
Bowman & Company
Wisconsin
$1.03M +$86.1K +407 +9%
WIC
538
Wilkins Investment Counsel
Massachusetts
$1.02M +$626K +2,960 +160%
LRPA
539
L. Roy Papp & Associates
Arizona
$1.02M -$24.3K -115 -2%
MOS
540
MGO One Seven
Ohio
$1.01M +$263K +1,243 +35%
PCIG
541
Partners Capital Investment Group
Massachusetts
$1.01M +$504K +2,374 +100%
IEFM
542
IQ EQ Fund Management
Ireland
$1M -$13.3K -63 -1%
HDIM
543
Hanson & Doremus Investment Management
Vermont
$1M +$994K +4,705 +13,069%
FHA
544
First Horizon Advisors
Tennessee
$999K -$8.25K -39 -0.8%
CL
545
Choreo LLC
Illinois
$989K +$989K +4,742 New
Focus Partners Wealth
546
Focus Partners Wealth
Massachusetts
$984K +$984K +4,656 New
LWANC
547
Laurel Wealth Advisors (North Carolina)
North Carolina
$983K +$19K +90 +2%
A
548
AlphaQuest
New York
$977K +$921K +4,357 +1,657%
CA
549
Cornerstone Advisors
North Carolina
$973K -$1.1M -5,200 -53%
TCM
550
Teza Capital Management
Illinois
$965K +$383K +1,810 +66%