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 %
William Blair Investment Management
601
William Blair Investment Management
Illinois
$792K +$792K +3,341 New
OHWP
602
Oak Harbor Wealth Partners
North Carolina
$790K +$66.8K +282 +9%
KOCAA
603
Knights of Columbus Asset Advisors
Connecticut
$786K -$454K -1,915 -37%
QI
604
Qtron Investments
Massachusetts
$783K +$196K +827 +33%
GT
605
Greenleaf Trust
Michigan
$779K +$26.3K +111 +3%
GVAG
606
Great Valley Advisor Group
Delaware
$767K +$35.1K +148 +5%
MFG
607
Merit Financial Group
Georgia
$766K -$313K -1,320 -29%
GTAM
608
Global Trust Asset Management
Florida
$765K
HI
609
Humankind Investments
New York
$763K +$19.9K +84 +3%
IIM
610
Intact Investment Management
Quebec, Canada
$754K +$135K +570 +22%
AA
611
ALPS Advisors
Colorado
$751K -$26.5K -112 -3%
CW
612
CreativeOne Wealth
Kansas
$750K +$131K +553 +21%
C1AG
613
Client 1st Advisory Group
Florida
$748K -$102K -430 -12%
AC
614
Aristeia Capital
Connecticut
$737K +$26.3K +111 +4%
Bessemer Group
615
Bessemer Group
New Jersey
$719K -$1.69M -7,111 -70%
CG
616
Caprock Group
Idaho
$712K +$74.6K +315 +12%
DT
617
Diversified Trust
Tennessee
$711K +$711K +3,001 New
LOIM
618
Liberty One Investment Management
Illinois
$711K -$34.1K -144 -5%
PCMH
619
Polymer Capital Management (HK)
Hong Kong
$711K -$32K -135 -4%
BCM
620
Bridgeway Capital Management
Texas
$711K
9WM
621
9258 Wealth Management
Ohio
$710K +$7.82K +33 +1%
SCI
622
S&CO Inc
Massachusetts
$710K
SIA
623
Strategic Investment Advisors
Michigan
$696K -$17.5K -74 -2%
Wolverine Trading
624
Wolverine Trading
Illinois
$688K +$688K +2,929 New
GLR
625
Great Lakes Retirement
Ohio
$682K +$40.3K +170 +6%