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 %
LNWWM
576
Laird Norton Wetherby Wealth Management
California
$564K +$66.6K +325 +13%
CCM
577
Coldstream Capital Management
Washington
$563K +$563K +2,747 New
LCM
578
Legato Capital Management
California
$556K +$556K +2,712 New
Lido Advisors
579
Lido Advisors
California
$551K +$2.46K +12 +0.4%
FRM
580
Fox Run Management
Connecticut
$551K +$174K +848 +46%
WF
581
Welch & Forbes
Massachusetts
$533K -$41K -200 -7%
HFS
582
Hantz Financial Services
Michigan
$523K +$523K +2,554 New
AIP
583
Ameritas Investment Partners
Nebraska
$513K -$29.1K -127 -5%
Fifth Third Bancorp
584
Fifth Third Bancorp
Ohio
$513K -$311K -1,517 -38%
OHWP
585
Oak Harbor Wealth Partners
North Carolina
$513K +$15.6K +76 +3%
AA
586
ALPS Advisors
Colorado
$508K -$2.05K -10 -0.4%
PP
587
Paloma Partners
Connecticut
$506K +$506K +2,470 New
SB
588
Strategic Blueprint
Georgia
$506K -$3.89K -19 -0.8%
JRP
589
Jasper Ridge Partners
California
$504K
MCA
590
Magnolia Capital Advisors
Mississippi
$501K +$4.1K +20 +0.8%
IWC
591
Integrated Wealth Concepts
Massachusetts
$489K -$22.7K -111 -4%
UCFA
592
United Capital Financial Advisors
Texas
$488K -$221K -1,081 -31%
PMG
593
ProVise Management Group
Florida
$487K -$31.8K -155 -6%
PCIG
594
Partners Capital Investment Group
Massachusetts
$486K
NICM
595
Neo Ivy Capital Management
New York
$483K +$483K +2,358 New
AAM
596
Ardevora Asset Management
United Kingdom
$471K -$49.5M -241,839 -99%
CI
597
Cigna Investments
Connecticut
$468K
Verition Fund Management
598
Verition Fund Management
Connecticut
$468K -$2.02M -9,844 -81%
PSP
599
Principal Street Partners
Tennessee
$467K -$157K -767 -25%
SIM
600
Sentry Investment Management
Wisconsin
$462K +$148K +724 +47%