892 hedge funds and large institutions have $38.1B invested in IQVIA in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 327 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-41
Holders Change %
-4.39%
% of All Funds
14.12%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.51%
New
80
Increased
348
Reduced
327
Closed
109
Calls
$84.6M
Puts
$113M
Net Calls
-$28.4M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
626
Beacon Financial Group
Texas
$405K +$112K +2,009 +38%
SIM
627
Stratos Investment Management
Ohio
$400K
FWIA
628
Fort Washington Investment Advisors
Ohio
$400K
VWA
629
V Wealth Advisors
Kansas
$397K -$51.9K -225 -12%
ANTB
630
AMG National Trust Bank
Colorado
$397K +$3.24K +14 +0.8%
UCFA
631
United Capital Financial Advisors
Texas
$394K -$2.77K -12 -0.7%
WPC
632
Wedmont Private Capital
Pennsylvania
$378K +$174K +729 +85%
FMAEN1
633
Fund Management at Engine No 1
California
$374K +$374K +1,616 New
BPA
634
Beacon Pointe Advisors
California
$372K +$108K +468 +41%
SIM
635
Sentry Investment Management
Wisconsin
$367K -$912K -3,946 -71%
CCA
636
Checchi Capital Advisers
California
$361K +$8.79K +38 +2%
GIA
637
Gladstone Institutional Advisory
Florida
$357K +$41.4K +179 +13%
Cetera Investment Advisers
638
Cetera Investment Advisers
Illinois
$351K -$29.6K -128 -8%
AWM
639
Angeles Wealth Management
California
$347K +$347K +1,500 New
BBNA
640
Bremer Bank National Association
Minnesota
$344K -$34.9K -151 -9%
HBT
641
Heartland Bank & Trust
Illinois
$343K -$17.6K -76 -5%
NRW
642
Nova R Wealth
Kansas
$343K
ACM
643
Allred Capital Management
Texas
$337K -$67.6K -293 -17%
SAM
644
Simplify Asset Management
Nevada
$336K +$168K +726 +100%
AWM
645
Aprio Wealth Management
Georgia
$334K -$26.3K -114 -7%
GDP
646
Great Diamond Partners
Maine
$332K -$55.6K -241 -14%
LS
647
Livforsakringsbolaget Skandia
Sweden
$331K
ZB
648
Zions Bancorporation
Utah
$328K -$19.7K -85 -6%
PWS
649
Precision Wealth Strategies
Missouri
$325K -$194K -840 -37%
WPW
650
Waldron Private Wealth
Pennsylvania
$321K +$13.6K +59 +4%