1,050 hedge funds and large institutions have $36.5B invested in IQVIA in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 436 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
15.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
109
Increased
436
Reduced
357
Closed
62
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Shares
Change %
SRL
551
Scientech Research LLC
New Jersey
$1.08M +$242K +1,023 +29%
APC
552
Aspire Private Capital
North Carolina
$1.07M +$260K +1,096 +32%
AFCM
553
Applied Finance Capital Management
Puerto Rico
$1.06M +$12.8K +54 +1%
LWANC
554
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.05M -$50.9K -215 -5%
HHRDM
555
H&H Retirement Design & Management
Nevada
$1.05M -$11K -47 -1%
ETC
556
Exchange Traded Concepts
Oklahoma
$1.04M +$23.2K +98 +2%
SGA
557
Strategic Global Advisors
California
$1.04M -$8.53K -36 -0.8%
CF
558
Centaurus Financial
California
$1.03M +$317K +1,337 +44%
MFS
559
Mattson Financial Services
Michigan
$1.02M -$6.56K -31 -0.6%
BP
560
BNP Paribas
France
$1.01M
VSQM
561
V-Square Quantitative Management
Illinois
$1.01M +$39.8K +168 +4%
KA
562
Kintegral Advisory
New York
$1M -$13K -55 -1%
MAS
563
Meeder Advisory Services
Ohio
$1M -$66.4K -280 -6%
CFM
564
Catalyst Funds Management
Australia
$995K +$995K +4,200 New
EFM
565
E Fund Management
China
$994K +$736K +3,106 +286%
GJWM
566
Gilliland Jeter Wealth Management
Arkansas
$993K
SP
567
Stonebrook Private
Michigan
$992K +$1.9K +8 +0.2%
PA
568
PFG Advisors
Arizona
$989K -$46.4K -196 -4%
MS
569
Maven Securities
Jersey
$987K +$987K +4,167 New
Lido Advisors
570
Lido Advisors
California
$973K +$948 +4 +0.1%
BP
571
BBR Partners
New York
$973K
PIM
572
Plato Investment Management
Australia
$972K
William Blair & Company
573
William Blair & Company
Illinois
$958K -$6.87K -29 -0.7%
HWM
574
HB Wealth Management
Georgia
$951K +$9.95K +42 +1%
CHAM
575
Clear Harbor Asset Management
Connecticut
$941K +$11.8K +50 +1%