950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Shares
Change %
Wealthfront Advisers
551
Wealthfront Advisers
California
$701K -$546K -2,360 -44%
SB
552
Strategic Blueprint
Georgia
$695K +$8.56K +37 +1%
PA
553
Profund Advisors
Maryland
$694K +$40.5K +175 +6%
SCI
554
S&CO Inc
Massachusetts
$694K
MAS
555
Meeder Advisory Services
Ohio
$689K -$21.1K -91 -3%
OHWP
556
Oak Harbor Wealth Partners
North Carolina
$689K -$77.1K -333 -10%
APC
557
Aspire Private Capital
North Carolina
$684K +$54.4K +235 +9%
APWM
558
Atlas Private Wealth Management
New York
$683K
C1AG
559
Client 1st Advisory Group
Florida
$674K +$103K +444 +18%
9WM
560
9258 Wealth Management
Ohio
$674K +$178K +770 +36%
BOM
561
Bank of Marin
California
$665K -$93.9K -406 -12%
SIA
562
Strategic Investment Advisors
Michigan
$662K -$172K -744 -21%
SOS
563
Silver Oak Securities
Tennessee
$658K +$601K +2,596 +1,047%
VFA
564
Valeo Financial Advisors
Indiana
$653K -$68.7K -297 -10%
OWA
565
Outlook Wealth Advisors
Texas
$649K -$149K -645 -19%
QCM
566
Qsemble Capital Management
New York
$649K +$649K +2,807 New
BCM
567
Brookstone Capital Management
Illinois
$646K -$1.85K -8 -0.3%
AWM
568
Apollon Wealth Management
South Carolina
$646K -$18K -78 -3%
NS
569
NBC Securities
Alabama
$645K +$8.78K +38 +1%
AAS
570
Avantax Advisory Services
Texas
$625K +$177K +766 +40%
ET
571
Entropy Technologies
New York
$622K +$622K +2,690 New
GLA
572
Great Lakes Advisors
Illinois
$620K -$20.6K -89 -3%
MYAM
573
Meiji Yasuda Asset Management
Japan
$608K +$23.1K +100 +4%
WF
574
Welch & Forbes
Massachusetts
$604K
AFM
575
Armstrong Fleming & Moore
District of Columbia
$600K -$12K -52 -2%