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 %
A
601
Allianz
Germany
$644K +$644K +2,547 New
MCA
602
Magnolia Capital Advisors
Mississippi
$643K +$45.6K +200 +8%
NFC
603
Northeast Financial Consultants
Connecticut
$642K -$263K -1,040 -29%
EF
604
Empowered Funds
Pennsylvania
$635K +$166K +658 +35%
PMG
605
ProVise Management Group
Florida
$633K +$47K +186 +8%
HI
606
Horizon Investments
North Carolina
$630K -$1.52K -6 -0.2%
QI
607
Qtron Investments
Massachusetts
$626K
JRP
608
Jasper Ridge Partners
California
$622K
SP
609
Symmetry Partners
Connecticut
$618K +$50.8K +201 +9%
GLR
610
Great Lakes Retirement
Ohio
$605K +$21.2K +84 +4%
HWM
611
HB Wealth Management
Georgia
$604K +$47.3K +187 +8%
PCIG
612
Partners Capital Investment Group
Massachusetts
$600K -$736K -2,909 -55%
WPW
613
Waldron Private Wealth
Pennsylvania
$593K +$2.28K +9 +0.4%
VAS
614
Vestmark Advisory Solutions
Massachusetts
$591K -$1.26K -5 -0.2%
BFEC
615
Benjamin F. Edwards & Company
Missouri
$590K +$31.1K +123 +6%
ZIC
616
ZWJ Investment Counsel
Georgia
$570K +$570K +2,254 New
LNWWM
617
Laird Norton Wetherby Wealth Management
California
$558K -$506 -2 -0.1%
IA
618
Inspire Advisors
Idaho
$556K +$58.9K +233 +12%
SSA
619
Schonfeld Strategic Advisors
New York
$556K +$556K +2,198 New
TAM
620
Trust Asset Management
Texas
$555K
FFO
621
Fiduciary Family Office
Florida
$555K +$249K +984 +81%
IWC
622
Integrated Wealth Concepts
Massachusetts
$551K +$3.54K +14 +0.6%
KCIC
623
Kuhn & Co Investment Counsel
Illinois
$550K
RG
624
Rathbones Group
United Kingdom
$546K
CCIA
625
Campbell & Co Investment Adviser
Maryland
$546K +$218K +863 +67%