892 hedge funds and large institutions have $38.1B invested in IQVIA in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 327 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-41
Holders Change %
-4.39%
% of All Funds
14.12%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.51%
New
80
Increased
348
Reduced
327
Closed
109
Calls
$84.6M
Puts
$113M
Net Calls
-$28.4M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SCI
551
S&CO Inc
Massachusetts
$693K
C1AG
552
Client 1st Advisory Group
Florida
$690K +$245K +1,060 +55%
PAS
553
Park Avenue Securities
New York
$677K -$59K -255 -8%
V
554
Veritable
Delaware
$656K +$26.8K +116 +4%
PMG
555
ProVise Management Group
Florida
$655K -$245K -1,060 -27%
LWM
556
Lyell Wealth Management
California
$648K +$47.4K +205 +8%
WF
557
Welch & Forbes
Massachusetts
$647K
CAC
558
Cowen and Company
New York
$645K +$211K +912 +49%
MC
559
Maverick Capital
Texas
$636K +$636K +2,749 New
IWC
560
Integrated Wealth Concepts
Massachusetts
$635K +$4.63K +20 +0.7%
Lido Advisors
561
Lido Advisors
California
$627K +$226K +979 +56%
GC
562
Guardian Capital
Ontario, Canada
$623K +$26.4K +114 +4%
FA
563
FDx Advisors
Illinois
$612K -$864K -3,736 -59%
MCA
564
Magnolia Capital Advisors
Mississippi
$610K -$38.8K -168 -6%
SIC
565
Salem Investment Counselors
North Carolina
$603K +$3.47K +15 +0.6%
SCF
566
Sante Capital Fund
Texas
$602K +$602K +2,602 New
MAM
567
Meeder Asset Management
Ohio
$599K +$599K +2,591 New
VCM
568
Virtue Capital Management
Tennessee
$594K +$925 +4 +0.2%
CCM
569
Coldstream Capital Management
Washington
$584K +$142K +614 +32%
RC
570
RegentAtlantic Capital
New Jersey
$582K +$54.5K +236 +10%
AIP
571
Ameritas Investment Partners
Nebraska
$579K
PWM
572
Perigon Wealth Management
California
$576K +$60.8K +263 +12%
JRP
573
Jasper Ridge Partners
California
$569K
BC
574
Bowman & Company
Wisconsin
$569K +$23.4K +101 +4%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$560K -$78.9K -341 -12%