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 %
BFEC
601
Benjamin F. Edwards & Company
Missouri
$511K +$278K +1,202 +119%
HWM
602
HB Wealth Management
Georgia
$509K +$142K +614 +39%
VC
603
Veracity Capital
Georgia
$508K -$2.08K -9 -0.4%
TAM
604
Trust Asset Management
Texas
$508K
BHCM
605
Brevan Howard Capital Management
Jersey
$504K +$504K +2,178 New
KCIC
606
Kuhn & Co Investment Counsel
Illinois
$503K +$503K +2,175 New
IWC
607
Integrated Wealth Concepts
Massachusetts
$501K -$70.8K -306 -12%
AP
608
AtonRa Partners
Switzerland
$500K -$55.5K -240 -10%
RG
609
Rathbones Group
United Kingdom
$500K
JGUA
610
John G. Ullman & Associates
New York
$486K
BB
611
Busey Bank
Illinois
$481K
RCG
612
Regatta Capital Group
California
$478K +$1.39K +6 +0.3%
MCA
613
MSH Capital Advisors
Arizona
$477K -$28K -121 -6%
SFI
614
Siemens Fonds Invest
Germany
$473K +$109K +471 +30%
AIP
615
Ameritas Investment Partners
Nebraska
$471K -$18K -78 -4%
UOC
616
UBS O'Connor
Illinois
$470K -$603K -2,605 -56%
ZIM
617
Zacks Investment Management
Illinois
$463K +$174K +752 +60%
D.E. Shaw & Co
618
D.E. Shaw & Co
New York
$463K -$278K -1,200 -38%
FI
619
Fosun International
China
$463K -$127K -550 -22%
IA
620
Inspire Advisors
Idaho
$455K +$127K +548 +39%
CI
621
Cigna Investments
Connecticut
$454K
KCM
622
KRS Capital Management
Michigan
$454K -$3.47K -15 -0.8%
TFA
623
Tranquilli Financial Advisor
New Jersey
$450K -$36.1K -156 -7%
LFAS
624
Level Four Advisory Services
Texas
$447K +$1.85K +8 +0.4%
PAS
625
Park Avenue Securities
New York
$445K +$7.64K +33 +2%