919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
626
Level Four Advisory Services
Texas
$421K -$17.1K -86 -4%
MNBTD
627
Moody National Bank Trust Division
Texas
$418K
JGUA
628
John G. Ullman & Associates
New York
$418K
CCB
629
Cutter & Co Brokerage
Missouri
$417K -$4.97K -25 -1%
NFC
630
Northeast Financial Consultants
Connecticut
$414K
BB
631
Busey Bank
Illinois
$414K
TFA
632
Tranquilli Financial Advisor
New Jersey
$411K +$26.1K +131 +7%
RCG
633
Regatta Capital Group
California
$405K
CF
634
Centaurus Financial
California
$405K +$303K +1,522 +297%
VFA
635
Valeo Financial Advisors
Indiana
$404K +$57.7K +290 +17%
AWAP
636
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$403K -$21.5K -108 -5%
GVAG
637
Great Valley Advisor Group
Delaware
$403K +$103K +520 +35%
KCM
638
KRS Capital Management
Michigan
$396K
S
639
SignatureFD
Georgia
$395K +$5.17K +26 +1%
Simplex Trading
640
Simplex Trading
Illinois
$385K +$385K +1,937 New
EAMA
641
EFG Asset Management (Americas)
Florida
$383K +$41.8K +210 +12%
FLPIM
642
F.L. Putnam Investment Management
Massachusetts
$382K +$12.7K +64 +3%
PWP
643
Principle Wealth Partners
Connecticut
$382K
O
644
Ossiam
France
$379K +$59.5K +299 +19%
VIA
645
Vident Investment Advisory
Georgia
$373K +$108K +541 +41%
VCM
646
Virtue Capital Management
Tennessee
$371K -$17.1K -90 -4%
ECG
647
Edge Capital Group
Georgia
$368K +$2.59K +13 +0.7%
GCP
648
GSA Capital Partners
United Kingdom
$367K -$1.33M -6,690 -78%
EWA
649
EP Wealth Advisors
California
$354K +$354K +5,050 New
PMG
650
ProVise Management Group
Florida
$349K -$123K -620 -26%