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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$152M
Puts
$145M
Net Calls
Net Calls Change

Top Buyers

1 +$329M
2 +$314M
3 +$221M
4
BlackRock
BlackRock
New York
+$169M
5
Harris Associates
Harris Associates
Illinois
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
551
Claret Asset Management
Quebec, Canada
$772K
VI
552
Vestcor Inc
New Brunswick, Canada
$771K
HWM
553
HB Wealth Management
Georgia
$768K
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$758K
PA
555
PFG Advisors
Arizona
$758K
GFM
556
GF Fund Management
China
$756K
FPWM
557
FSB Premier Wealth Management
Iowa
$750K
TSS
558
Two Sigma Securities
New York
$745K
VSQM
559
V-Square Quantitative Management
Illinois
$737K
VDC
560
Van Diest Capital
Iowa
$732K
TAM
561
Trillium Asset Management
Massachusetts
$720K
DAS
562
Dynamic Advisor Solutions
Arizona
$717K
AWA
563
Arkadios Wealth Advisors
Georgia
$712K
CCM
564
Coldstream Capital Management
Washington
$697K
TWA
565
Tulsa Wealth Advisors
Oklahoma
$697K
MA
566
Montag & Associates
Georgia
$697K
SW
567
SVB Wealth
Massachusetts
$690K
B
568
Birchbrook
Maine
$687K
SOW
569
State of Wyoming
Wyoming
$685K
VAS
570
Vestmark Advisory Solutions
Massachusetts
$668K
RDFA
571
Ritter Daniher Financial Advisory
Ohio
$660K
CT
572
Clearstead Trust
Maine
$660K
FHA
573
Flagship Harbor Advisors
Massachusetts
$655K
CIA
574
Choate Investment Advisors
Massachusetts
$655K
MCA
575
Magnolia Capital Advisors
Mississippi
$649K