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 %
AP
576
AtonRa Partners
Switzerland
$600K -$62.3K -313 -9%
SCI
577
S&CO Inc
Massachusetts
$596K
BIM
578
Baldwin Investment Management
Pennsylvania
$594K -$17.3K -87 -3%
GT
579
Greenleaf Trust
Michigan
$585K -$36.2K -182 -6%
UH
580
Unigestion Holding
Switzerland
$583K -$189K -968 -24%
PWM
581
Perigon Wealth Management
California
$581K +$796 +4 +0.1%
CCM
582
Coldstream Capital Management
Washington
$571K +$24.7K +124 +5%
PA
583
Profund Advisors
Maryland
$565K -$3.79M -19,075 -87%
UCFA
584
United Capital Financial Advisors
Texas
$564K +$90.5K +455 +19%
GLA
585
Great Lakes Advisors
Illinois
$561K -$13.7K -69 -2%
IIM
586
Intact Investment Management
Quebec, Canada
$557K
PTP
587
Platform Technology Partners
New York
$557K
ESCM
588
Echo Street Capital Management
New York
$557K -$2.75M -13,841 -83%
V
589
Veritable
Delaware
$551K -$112K -562 -17%
MCA
590
Magnolia Capital Advisors
Mississippi
$546K +$59.7K +300 +12%
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$545K -$58.8K -296 -10%
FI
592
Financial Insights
Washington
$543K +$543K +2,729 New
MM
593
MQS Management
New York
$541K +$318K +1,598 +143%
MFS
594
Mirabella Financial Services
United Kingdom
$536K +$536K +2,693 New
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$530K -$17.3K -87 -3%
APC
596
Aspire Private Capital
North Carolina
$526K +$526K +2,645 New
WF
597
Welch & Forbes
Massachusetts
$517K
Renaissance Technologies
598
Renaissance Technologies
New York
$497K +$497K +2,500 New
IWC
599
Integrated Wealth Concepts
Massachusetts
$494K +$18.7K +94 +4%
MWM
600
Meridian Wealth Management
Kentucky
$493K +$57.7K +290 +13%