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1,065 hedge funds and large institutions have $26.9B invested in IQVIA in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 414 increasing their positions, 401 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $152M | Put options by funds: $145M

3% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 401

2.09% less ownership

Funds ownership: 94.45%92.35% (-2.1%)

7% less funds holding

Funds holding: 1,1411,065 (-76)

26% less capital invested

Capital invested by funds: $36.3B → $26.9B (-$9.4B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 177

Holders
1,065
Holders Change
-76
Holders Change %
-6.66%
% of All Funds
13.12%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
119
Increased
414
Reduced
401
Closed
177
Calls
$152M
Puts
$145M
Net Calls
+$7.54M
Net Calls Change
-$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
526
Prelude Capital Management
New York
$876K -$36.3K -186 -3%
Lido Advisors
527
Lido Advisors
California
$865K +$68.9K +353 +7%
IWC
528
Integrated Wealth Concepts
Massachusetts
$864K -$54.4K -279 -5%
Verition Fund Management
529
Verition Fund Management
Connecticut
$855K -$3.42M -17,543 -78%
HIM
530
Hillsdale Investment Management
Ontario, Canada
$849K +$956K +4,900 +6,125%
MCC
531
Malaga Cove Capital
California
$848K -$3.71K -19 -0.4%
HI
532
Horizon Investments
North Carolina
$843K -$101K -517 -9%
ACM
533
Allred Capital Management
Texas
$841K +$18.3K +94 +2%
HHRDM
534
H&H Retirement Design & Management
Nevada
$840K
LFA
535
Legacy Financial Advisors
Kentucky
$839K -$125K -641 -12%
SFS
536
Sowell Financial Services
Arkansas
$835K +$29.9K +153 +3%
NDSIB
537
North Dakota State Investment Board
North Dakota
$833K -$177K -909 -16%
QCG
538
Quadrant Capital Group
Ohio
$831K +$16K +82 +2%
CPIG
539
Chicago Partners Investment Group
Illinois
$812K +$13.7K +70 +2%
AAP
540
Arax Advisory Partners
Colorado
$812K -$643K -3,296 -41%
Fisher Asset Management
541
Fisher Asset Management
Washington
$809K -$48.8K -250 -5%
FT
542
Fiduciary Trust
Massachusetts
$807K -$77.8K -399 -8%
Envestnet Portfolio Solutions
543
Envestnet Portfolio Solutions
Illinois
$801K -$225K -1,154 -20%
MSA
544
MUFG Securities Americas
New York
$800K +$20.5K +105 +2%
VF
545
Virtu Financial
New York
$796K +$911K +4,667 New
UOTTAIMCU
546
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$795K +$581K +2,978 +177%
MG
547
Marex Group
$792K +$223K +1,141 +33%
GIC
548
Generali Investments CEE
Czech Republic
$784K
TPCW
549
TD Private Client Wealth
New York
$783K +$330K +1,692 +58%
SAM
550
Securian Asset Management
Minnesota
$780K