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 %
PAS
576
Park Avenue Securities
New York
$939K +$477K +2,014 +103%
BMCM
577
Burns Matteson Capital Management
New York
$921K -$23K -97 -2%
BFG
578
Beacon Financial Group
Texas
$898K +$4.98K +21 +0.6%
BAM
579
Blueshift Asset Management
New Jersey
$881K +$306K +1,290 +53%
FCBT
580
First Citizens Bank & Trust
North Carolina
$878K -$17.3K -73 -2%
DCM
581
Dimension Capital Management
Florida
$873K
ACM
582
Allred Capital Management
Texas
$865K +$46.2K +195 +6%
Capstone Investment Advisors
583
Capstone Investment Advisors
New York
$864K -$178K -750 -17%
FLPIM
584
F.L. Putnam Investment Management
Massachusetts
$863K +$1.66K +7 +0.2%
KFA
585
Kelleher Financial Advisors
New York
$858K
HKIMG
586
Hutchens & Kramer Investment Management Group
Indiana
$856K -$129K -557 -13%
UCB
587
United Community Bank
South Carolina
$856K -$15.4K -65 -2%
PP
588
PDT Partners
New York
$853K +$853K +3,600 New
OTL
589
Oak Thistle LLC
New York
$846K +$277K +1,168 +49%
UCFA
590
United Capital Financial Advisors
Texas
$844K +$80.3K +339 +11%
NS
591
NBC Securities
Alabama
$844K -$473 -2 -0.1%
BIM
592
Baldwin Investment Management
Pennsylvania
$841K +$66.4K +280 +9%
GM
593
GeoWealth Management
Illinois
$833K +$129K +546 +18%
CUAMC
594
China Universal Asset Management Company
China
$829K +$809K +3,416 +4,067%
Wealthfront Advisers
595
Wealthfront Advisers
California
$827K +$45.7K +193 +6%
CCM
596
Coldstream Capital Management
Washington
$815K +$102K +436 +14%
IA
597
Icon Advisers
Colorado
$815K -$521K -2,200 -39%
EF
598
Empowered Funds
Pennsylvania
$814K +$206K +871 +34%
BFA
599
Brown Financial Advisors
Ohio
$813K +$93.8K +396 +13%
B
600
Birchbrook
Maine
$793K +$8.29K +35 +1%