892 hedge funds and large institutions have $38.1B invested in IQVIA in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 327 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-41
Holders Change %
-4.39%
% of All Funds
14.12%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.51%
New
80
Increased
348
Reduced
327
Closed
109
Calls
$84.6M
Puts
$113M
Net Calls
-$28.4M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
651
Arkadios Wealth Advisors
Georgia
$318K +$45.1K +195 +17%
OWA
652
One Wealth Advisors
California
$317K
CWS
653
Cypress Wealth Services
California
$317K +$28.9K +125 +10%
9WM
654
9258 Wealth Management
Ohio
$317K +$52.2K +226 +20%
AAS
655
Avantax Advisory Services
Texas
$315K -$241K -1,039 -43%
CWM
656
Cahaba Wealth Management
Georgia
$314K -$7.41K -34 -2%
IA
657
IFP Advisors
Florida
$310K +$61.5K +536 +25%
VFA
658
Valeo Financial Advisors
Indiana
$310K +$310K +1,339 New
KFC
659
Klingenstein Fields & Co
New York
$305K
AWP
660
Accretive Wealth Partners
New Jersey
$303K
TFA
661
Tranquilli Financial Advisor
New Jersey
$303K +$26.1K +113 +9%
FM
662
Freemont Management
Switzerland
$303K +$303K +38,000 New
VI
663
Versor Investments
New York
$301K -$32.6K -141 -10%
S
664
Seeyond
France
$301K -$9.23K -40 -3%
GPWA
665
Great Point Wealth Advisors
Massachusetts
$301K
AG
666
AIA Group
Hong Kong
$301K +$71.6K +310 +31%
OWM
667
OneAscent Wealth Management
Alabama
$300K +$300K +1,298 New
CG
668
Caprock Group
Idaho
$298K -$162K -699 -35%
EFSCE
669
Enterprise Financial Services Corp (EFSC)
Missouri
$297K +$12.9K +56 +5%
DAS
670
Dynamic Advisor Solutions
Arizona
$296K -$49.4K -214 -14%
CBT
671
Central Bank & Trust
Kentucky
$296K +$106K +459 +56%
WB
672
West Bancorporation
Iowa
$292K -$1.62K -7 -0.6%
CIBC World Market
673
CIBC World Market
Ontario, Canada
$291K -$199K -861 -41%
FAM
674
Fulcrum Asset Management
United Kingdom
$291K -$445K
IAA
675
Independent Advisor Alliance
North Carolina
$290K -$3.47K -15 -1%