1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
626
Caprock Group
Idaho
$546K +$235K +931 +76%
NW
627
NewEdge Wealth
Pennsylvania
$545K +$23.5K +106 +5%
SA
628
SpiderRock Advisors
Delaware
$543K +$543K +2,140 New
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$542K +$59.4K +235 +12%
RCG
630
Regatta Capital Group
California
$538K +$15.7K +62 +3%
JGUA
631
John G. Ullman & Associates
New York
$531K
BB
632
Busey Bank
Illinois
$530K +$3.79K +15 +0.7%
BOM
633
Bank of Marin
California
$524K -$203K -802 -28%
MCA
634
MSH Capital Advisors
Arizona
$522K +$1.26K +5 +0.2%
WF
635
Welch & Forbes
Massachusetts
$511K -$150K -592 -23%
VA
636
Vident Advisory
Georgia
$508K +$91.5K +362 +22%
RFC
637
Regions Financial Corp
Alabama
$508K +$25.3K +100 +5%
PCMH
638
Polymer Capital Management (HK)
Hong Kong
$506K -$75.9K -300 -13%
FI
639
Fosun International
China
$506K
IAA
640
Ironsides Asset Advisors
North Carolina
$506K +$48K +190 +10%
VFA
641
Valeo Financial Advisors
Indiana
$503K -$176K -731 -26%
KHCM
642
Kirtland Hills Capital Management
Ohio
$502K +$502K +2,206 New
ZIM
643
Zacks Investment Management
Illinois
$500K -$5.56K -22 -1%
AIP
644
Ameritas Investment Partners
Nebraska
$499K -$15.4K -61 -3%
WI
645
Wintrust Investments
Illinois
$499K +$25.3K +100 +5%
PI
646
PEAK6 Investments
Illinois
$498K -$2.32M -9,170 -82%
PAS
647
Park Avenue Securities
New York
$496K +$9.86K +39 +2%
SFI
648
Siemens Fonds Invest
Germany
$491K -$26.3K -104 -5%
PWP
649
Principle Wealth Partners
Connecticut
$486K
CI
650
Cigna Investments
Connecticut
$485K -$11.6K -46 -2%