1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FB
551
Fulton Bank
Pennsylvania
$886K +$21.7K +86 +3%
PWM
552
Power Wealth Management
Georgia
$885K +$254K +1,003 +40%
UCFA
553
United Capital Financial Advisors
Texas
$876K -$46K -182 -5%
AA
554
ALPS Advisors
Colorado
$864K +$288K +1,139 +50%
GVAG
555
Great Valley Advisor Group
Delaware
$859K +$44.5K +176 +5%
IWA
556
IVC Wealth Advisors
Pennsylvania
$854K -$25.3K -100 -3%
FCBT
557
First Citizens Bank & Trust
North Carolina
$852K +$852K +3,369 New
SB
558
Strategic Blueprint
Georgia
$850K +$91K +360 +12%
Acadian Asset Management
559
Acadian Asset Management
Massachusetts
$849K -$110K -435 -11%
B
560
Birchbrook
Maine
$846K -$67.8K -268 -7%
SP
561
Stonebrook Private
Michigan
$844K +$72.3K +286 +9%
CANY
562
Caxton Associates (New York)
New York
$842K +$842K +3,329 New
CHAM
563
Clear Harbor Asset Management
Connecticut
$840K +$253 +1 +0%
C1AG
564
Client 1st Advisory Group
Florida
$837K +$99.9K +395 +14%
LOIM
565
Liberty One Investment Management
Illinois
$836K -$19K -75 -2%
APC
566
Aspire Private Capital
North Carolina
$829K +$81.7K +323 +11%
BIM
567
Baldwin Investment Management
Pennsylvania
$826K +$50.6K +200 +7%
GLA
568
Great Lakes Advisors
Illinois
$825K +$147K +580 +22%
GTAM
569
Global Trust Asset Management
Florida
$816K -$3.79K -15 -0.5%
GT
570
Greenleaf Trust
Michigan
$812K +$14.7K +58 +2%
LCM
571
LVM Capital Management
Michigan
$812K +$812K +3,210 New
SIC
572
SFE Investment Counsel
California
$807K +$807K +3,190 New
MAS
573
Meeder Advisory Services
Ohio
$796K +$42.7K +169 +6%
MFG
574
Merit Financial Group
Georgia
$791K +$791K +3,540 New
FG
575
Formula Growth
Quebec, Canada
$784K +$784K +3,100 New