919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
BOM
551
Bank of Marin
California
$692K -$36.8K -185 -5%
AWS
552
Atria Wealth Solutions
New York
$680K -$41.8K -210 -6%
KAS
553
Kestra Advisory Services
Texas
$675K -$807K -4,058 -54%
FPA
554
First Pacific Advisors
California
$673K
GTAM
555
Global Trust Asset Management
Florida
$672K -$994 -5 -0.1%
FB
556
Fulton Bank
Pennsylvania
$672K +$56.5K +284 +9%
SIM
557
Sentry Investment Management
Wisconsin
$669K +$220K +1,108 +49%
BCM
558
Brookstone Capital Management
Illinois
$667K -$6.48K -32 -1%
VI
559
Versor Investments
New York
$667K -$406K -2,039 -38%
RCM
560
Ratan Capital Management
Florida
$665K
APWM
561
Atlas Private Wealth Management
New York
$661K
MYAM
562
Meiji Yasuda Asset Management
Japan
$653K -$251K -1,260 -28%
BC
563
Bowman & Company
Wisconsin
$652K +$61.9K +311 +10%
GC
564
Guardian Capital
Ontario, Canada
$641K -$75K -377 -10%
SCA
565
Snowden Capital Advisors
New York
$635K -$20.5K -103 -3%
OHWP
566
Oak Harbor Wealth Partners
North Carolina
$631K +$133K +671 +27%
HCA
567
Harbor Capital Advisors
Illinois
$629K +$629K +3,164 New
IAN
568
Integrated Advisors Network
Texas
$622K -$292K -1,468 -32%
EMG
569
ETF Managers Group
New Jersey
$621K +$9.15K +46 +1%
JFG
570
Jefferies Financial Group
New York
$620K -$663K -3,335 -52%
AWM
571
Ameliora Wealth Management
Switzerland
$615K +$615K +3,090 New
MAS
572
Meeder Advisory Services
Ohio
$614K -$2.98K -15 -0.5%
AM
573
AGF Management
Ontario, Canada
$612K +$612K +3,077 New
CA
574
Cetera Advisors
Colorado
$608K -$17.7K -89 -3%
VWA
575
V Wealth Advisors
Kansas
$601K -$3.58K -18 -0.6%