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 %
PWM
626
Perigon Wealth Management
California
$679K +$17.1K +72 +3%
CCIA
627
Campbell & Co Investment Adviser
Maryland
$678K +$93.6K +395 +16%
AAM
628
Advisors Asset Management
Colorado
$674K +$287K +1,213 +74%
VA
629
Vident Advisory
Georgia
$674K +$107K +451 +19%
PA
630
Profund Advisors
Maryland
$659K -$13K -55 -2%
BRWA
631
B. Riley Wealth Advisors
Florida
$653K -$95.6K -408 -13%
LGA
632
Lebenthal Global Advisors
New York
$649K +$412K +1,740 +174%
FPWM
633
FSB Premier Wealth Management
Iowa
$648K +$144K +606 +28%
GLA
634
Great Lakes Advisors
Illinois
$645K -$23.2K -98 -3%
AA
635
Advisory Alpha
Michigan
$639K +$133K +560 +26%
SB
636
Strategic Blueprint
Georgia
$634K -$45.7K -193 -7%
PSP
637
Principal Street Partners
Tennessee
$625K -$48.9K -207 -7%
BCM
638
Brookstone Capital Management
Illinois
$621K -$711 -3 -0.1%
AFM
639
Armstrong Fleming & Moore
District of Columbia
$615K
IFU
640
iSAM Funds (UK)
United Kingdom
$610K +$135K +568 +28%
PCM
641
Prelude Capital Management
New York
$607K +$180K +761 +42%
OWA
642
Outlook Wealth Advisors
Texas
$605K -$10.4K -44 -2%
MCA
643
Magnolia Capital Advisors
Mississippi
$605K +$2.37K +10 +0.4%
NW
644
NewEdge Wealth
Pennsylvania
$604K +$37.2K +157 +7%
S
645
SignatureFD
Georgia
$604K +$28.7K +121 +5%
AWS
646
Atria Wealth Solutions
New York
$604K -$208K -876 -26%
NFC
647
Northeast Financial Consultants
Connecticut
$602K
SCA
648
Snowden Capital Advisors
New York
$597K -$39.6K -167 -6%
IWA
649
IVC Wealth Advisors
Pennsylvania
$587K -$213K -899 -27%
CFG
650
Citizens Financial Group
Rhode Island
$584K +$96.4K +407 +20%