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1,065 hedge funds and large institutions have $26.9B invested in IQVIA in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 414 increasing their positions, 401 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $152M | Put options by funds: $145M

3% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 401

2.09% less ownership

Funds ownership: 94.45%92.35% (-2.1%)

7% less funds holding

Funds holding: 1,1411,065 (-76)

26% less capital invested

Capital invested by funds: $36.3B → $26.9B (-$9.4B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 177

Holders
1,065
Holders Change
-76
Holders Change %
-6.66%
% of All Funds
13.12%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
119
Increased
414
Reduced
401
Closed
177
Calls
$152M
Puts
$145M
Net Calls
+$7.54M
Net Calls Change
-$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
626
Inspire Advisors
Idaho
$484K -$19.5K -100 -3%
VT
627
Vise Technologies
New York
$484K
HCA
628
Harbor Capital Advisors
Illinois
$482K +$6.24K +32 +1%
RCM
629
Raleigh Capital Management
North Carolina
$481K -$19.7K -101 -3%
HP
630
Havemeyer Place
Connecticut
$477K +$136K +697 +33%
TG
631
TCW Group
California
$475K +$26.3K +135 +5%
WTC
632
WhitTier Trust Company
Nevada
$473K -$87.8K -450 -14%
HWMG
633
Harbour Wealth Management Group
South Carolina
$473K -$30.2K -155 -5%
SCA
634
Snowden Capital Advisors
New York
$471K -$29.3K -150 -5%
BIM
635
Baldwin Investment Management
Pennsylvania
$470K +$39K +200 +8%
EH
636
Equitable Holdings
New York
$461K +$155K +793 +53%
EWM
637
Empirical Wealth Management
Washington
$457K +$159K +815 +44%
KCP
638
Kera Capital Partners
California
$454K +$230K +1,180 +80%
LRPA
639
L. Roy Papp & Associates
Arizona
$452K -$40.4K -207 -7%
DC
640
Davenport & Co
Virginia
$449K +$76.1K +390 +17%
AWM
641
Apollon Wealth Management
South Carolina
$446K +$77.5K +397 +18%
BTW
642
Boston Trust Walden
Massachusetts
$443K +$507K +2,600 New
CIC
643
Chilton Investment Company
Connecticut
$443K +$506K +2,595 New
ECM
644
Everence Capital Management
Indiana
$442K +$67.1K +344 +15%
CTA
645
Clear Trail Advisors
Texas
$439K -$7.41K -38 -1%
Teacher Retirement System of Texas
646
Teacher Retirement System of Texas
Texas
$435K -$602K -3,086 -55%
EI
647
EFG International
$433K -$25.4K -130 -5%
OF
648
Optimize Financial
California
$433K +$495K +2,539 New
GVAG
649
Great Valley Advisor Group
Delaware
$432K +$83.7K +429 +20%
Balyasny Asset Management
650
Balyasny Asset Management
Illinois
$432K -$56M -286,913 -99%