950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
626
Principle Wealth Partners
Connecticut
$444K
GF
627
Gabelli Funds
New York
$443K -$49.7K -215 -10%
RFC
628
Regions Financial Corp
Alabama
$442K +$38.9K +168 +10%
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$441K +$118K +512 +37%
WI
630
Wintrust Investments
Illinois
$434K +$434K +1,874 New
AWAP
631
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$432K -$39.3K -170 -8%
ACM
632
Allred Capital Management
Texas
$431K
EF
633
Empowered Funds
Pennsylvania
$429K -$86.1K -372 -17%
FFO
634
Fortitude Family Office
Arizona
$429K +$429K +1,853 New
WIC
635
Wilkins Investment Counsel
Massachusetts
$428K +$428K +1,850 New
IG
636
ING Group
Netherlands
$426K -$20M -86,549 -98%
IIM
637
INTECH Investment Management
Florida
$422K -$828K -3,578 -66%
ECG
638
Edge Capital Group
Georgia
$420K +$3.93K +17 +0.9%
IAA
639
Ironsides Asset Advisors
North Carolina
$419K -$77.5K -335 -16%
NP
640
NorthRock Partners
Minnesota
$413K +$413K +1,784 New
CCB
641
Cutter & Co Brokerage
Missouri
$406K -$79.8K -345 -16%
HAG
642
HighPoint Advisor Group
Illinois
$404K +$404K +1,622 New
DAS
643
Dynamic Advisor Solutions
Arizona
$402K +$55.4K +251 +16%
GWA
644
Gratus Wealth Advisors
Virginia
$396K +$396K +1,713 New
UM
645
UniSuper Management
Australia
$395K -$260K -1,124 -40%
CC
646
Centiva Capital
New York
$391K -$1.14M -4,929 -74%
MAP
647
Moody Aldrich Partners
Massachusetts
$388K -$86.3K -373 -18%
GIA
648
Gladstone Institutional Advisory
Florida
$386K +$20.8K +90 +6%
VA
649
Vident Advisory
Georgia
$381K +$20.8K +90 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
650
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$381K -$2.64M -11,417 -87%