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 %
Boston Partners
576
Boston Partners
Massachusetts
$779K -$67.5K -267 -8%
SIA
577
Strategic Investment Advisors
Michigan
$773K +$49.1K +194 +7%
LFM
578
LGT Fund Management
Liechtenstein
$769K -$1.76M -6,960 -70%
OHWP
579
Oak Harbor Wealth Partners
North Carolina
$762K +$9.36K +37 +1%
Wealthfront Advisers
580
Wealthfront Advisers
California
$762K -$3.79K -15 -0.5%
ACM
581
Allred Capital Management
Texas
$759K +$288K +1,139 +61%
SCI
582
S&CO Inc
Massachusetts
$758K
PSP
583
Principal Street Partners
Tennessee
$748K +$446K +1,773 +148%
APWM
584
Atlas Private Wealth Management
New York
$747K +$506 +2 +0.1%
IMCOOI
585
Investment Management Corp of Ontario (IMCO)
Canada
$746K -$329K -1,300 -31%
PWM
586
Perigon Wealth Management
California
$744K -$25.8K -102 -3%
NS
587
NBC Securities
Alabama
$738K +$32.4K +128 +5%
PA
588
Profund Advisors
Maryland
$723K -$35.7K -141 -5%
BCM
589
Brookstone Capital Management
Illinois
$717K +$10.6K +42 +2%
SCA
590
Snowden Capital Advisors
New York
$714K +$109K +430 +18%
CW
591
CreativeOne Wealth
Kansas
$708K -$108K -427 -13%
9WM
592
9258 Wealth Management
Ohio
$704K -$33.1K -131 -4%
BRWA
593
B. Riley Wealth Advisors
Florida
$702K +$85.8K +436 +14%
GCP
594
GSA Capital Partners
United Kingdom
$700K +$700K +2,769 New
TCM
595
Teza Capital Management
Illinois
$697K +$697K +2,756 New
AAS
596
Avantax Advisory Services
Texas
$692K +$9.1K +36 +1%
S
597
SignatureFD
Georgia
$669K +$39.2K +155 +6%
OWA
598
Outlook Wealth Advisors
Texas
$666K -$43.8K -173 -6%
AFM
599
Armstrong Fleming & Moore
District of Columbia
$656K
P
600
Pitcairn
Pennsylvania
$656K +$37.4K +148 +6%