1,013 hedge funds and large institutions have $33.3B invested in IQVIA in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 325 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
101
Increased
433
Reduced
325
Closed
84
Calls
$170M
Puts
$287M
Net Calls
-$117M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
601
B. Riley Wealth Advisors
Florida
$675K -$79.1K -374 -10%
GT
602
Greenleaf Trust
Michigan
$671K -$7.82K -37 -1%
LOIM
603
Liberty One Investment Management
Illinois
$665K -$34.3K -162 -5%
HI
604
Humankind Investments
New York
$663K +$429K +2,030 +184%
PCMH
605
Polymer Capital Management (HK)
Hong Kong
$663K +$240K +1,135 +57%
GVAG
606
Great Valley Advisor Group
Delaware
$654K -$65.1K -308 -9%
OHWP
607
Oak Harbor Wealth Partners
North Carolina
$645K +$7.4K +35 +1%
FHB
608
First Hawaiian Bank
Hawaii
$644K -$643K -3,040 -50%
CCM
609
Coldstream Capital Management
Washington
$643K -$153K -724 -19%
BFA
610
Brown Financial Advisors
Ohio
$642K +$642K +3,036 New
CF
611
Centaurus Financial
California
$639K +$285K +1,349 +81%
FG
612
Formula Growth
Quebec, Canada
$636K -$19K -90 -3%
SIA
613
Strategic Investment Advisors
Michigan
$636K -$9.52K -45 -1%
AC
614
Aristeia Capital
Connecticut
$635K +$635K +3,001 New
BCM
615
Bridgeway Capital Management
Texas
$634K -$1.86M -8,800 -75%
PIMJS
616
PKO Investment Management Joint-Stock
Poland
$634K +$634K +3,000 New
SCI
617
S&CO Inc
Massachusetts
$634K
GM
618
GeoWealth Management
Illinois
$628K +$263K +1,244 +72%
9WM
619
9258 Wealth Management
Ohio
$627K +$38.3K +181 +7%
SB
620
Strategic Blueprint
Georgia
$607K -$104K -493 -15%
BCM
621
Brookstone Capital Management
Illinois
$604K -$48.6K -211 -7%
PSP
622
Principal Street Partners
Tennessee
$603K -$25.6K -121 -4%
PA
623
Profund Advisors
Maryland
$600K -$4.86K -23 -0.8%
GLA
624
Great Lakes Advisors
Illinois
$596K -$93K -440 -13%
MCM
625
MAI Capital Management
Ohio
$592K +$347K +1,642 +142%