918 hedge funds and large institutions have $33.2B invested in IQVIA in 2022 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 370 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+34
Holders Change %
+3.85%
% of All Funds
14.81%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
117
Increased
309
Reduced
370
Closed
67
Calls
$39.8M
Puts
$40M
Net Calls
-$245K
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
551
Kelleher Financial Advisors
New York
$666K -$6.97K -34 -1%
BA
552
Bridgewater Associates
Connecticut
$659K -$4.1K -20 -0.6%
QIM
553
Quantitative Investment Management
Virginia
$647K -$1.49M -7,261 -70%
CA
554
Cetera Advisors
Colorado
$644K +$644K +3,144 New
PAG
555
Private Advisor Group
New Jersey
$641K +$103K +1,752 +19%
GT
556
Greenleaf Trust
Michigan
$639K +$614 +3 +0.1%
MAS
557
Meeder Advisory Services
Ohio
$635K +$635K +3,101 New
FB
558
Fulton Bank
Pennsylvania
$634K -$34.6K -169 -5%
NA
559
NewEdge Advisors
Louisiana
$632K +$22.2K +658 +4%
BIM
560
Baldwin Investment Management
Pennsylvania
$630K -$39.3K -192 -6%
EMG
561
ETF Managers Group
New Jersey
$630K +$22.9K +112 +4%
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$623K -$167K -816 -21%
VWA
563
V Wealth Advisors
Kansas
$622K +$270K +1,318 +77%
CP
564
Cumberland Partners
Ontario, Canada
$615K -$256K -1,250 -29%
SCI
565
S&CO Inc
Massachusetts
$614K
SAM
566
Strategy Asset Managers
California
$609K -$21.3K -104 -3%
BC
567
Bowman & Company
Wisconsin
$608K +$57.6K +281 +10%
SCM
568
Suvretta Capital Management
New York
$606K -$72.7M -354,726 -99%
PWM
569
Perigon Wealth Management
California
$597K +$118K +577 +25%
GLA
570
Great Lakes Advisors
Illinois
$592K -$47.3K -231 -7%
SAM
571
Simplify Asset Management
Nevada
$588K +$47.3K +231 +9%
LP
572
LMR Partners
United Kingdom
$582K +$115K +559 +24%
PTP
573
Platform Technology Partners
New York
$574K
IIM
574
Intact Investment Management
Quebec, Canada
$574K +$41K +200 +8%
AWM
575
Apollon Wealth Management
South Carolina
$573K +$285K +1,389 +99%