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 %
NIM
576
NEOS Investment Management
Connecticut
$599K +$249K +1,074 +71%
PTP
577
Platform Technology Partners
New York
$595K
FA
578
FDx Advisors
Illinois
$579K +$75K +324 +15%
PWM
579
Power Wealth Management
Georgia
$578K +$578K +2,497 New
HI
580
Horizon Investments
North Carolina
$578K +$8.56K +37 +2%
S
581
SignatureFD
Georgia
$577K +$66.4K +287 +13%
QI
582
Qtron Investments
Massachusetts
$573K +$573K +2,476 New
JRP
583
Jasper Ridge Partners
California
$569K
MCA
584
Magnolia Capital Advisors
Mississippi
$568K -$20.6K -95 -4%
GS
585
GTS Securities
New York
$566K -$436K -1,885 -44%
MWM
586
Meridian Wealth Management
Kentucky
$566K +$3.01K +13 +0.5%
P
587
Pitcairn
Pennsylvania
$566K -$231 -1 -0%
SCA
588
Snowden Capital Advisors
New York
$553K -$77.1K -333 -12%
JDR
589
Jay D. Rosenbaum
$550K -$514K -2,220 -48%
MC
590
Maverick Capital
Texas
$547K +$199K +861 +57%
NW
591
NewEdge Wealth
Pennsylvania
$543K +$543K +2,346 New
VAS
592
Vestmark Advisory Solutions
Massachusetts
$542K +$542K +2,341 New
WPW
593
Waldron Private Wealth
Pennsylvania
$541K -$5.09K -22 -0.9%
PMG
594
ProVise Management Group
Florida
$536K -$26.4K -114 -5%
GLR
595
Great Lakes Retirement
Ohio
$534K +$26.6K +115 +5%
PCMH
596
Polymer Capital Management (HK)
Hong Kong
$532K +$532K +2,300 New
BWG
597
Berry Wealth Group
Texas
$531K +$531K +2,297 New
AA
598
ALPS Advisors
Colorado
$527K
SP
599
Symmetry Partners
Connecticut
$522K
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$511K -$72.4K -313 -12%