919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
651
AMG National Trust Bank
Colorado
$349K -$43.8K -220 -11%
LJAC
652
L.J. Altfest & Co
New York
$349K +$199 +1 +0.1%
FMLI
653
Fukoku Mutual Life Insurance
Japan
$344K
Group One Trading
654
Group One Trading
Illinois
$343K +$343K +1,723 New
CCA
655
Checchi Capital Advisers
California
$342K +$21.9K +110 +7%
CGL
656
Clarius Group LLC
Washington
$329K +$4.77K +24 +1%
CIBC World Market
657
CIBC World Market
Ontario, Canada
$328K +$3.58K +18 +1%
VAS
658
Vestmark Advisory Solutions
Massachusetts
$323K +$3.78K +19 +1%
PTC
659
Petrus Trust Company
Texas
$320K +$320K +1,610 New
KI
660
Kula Investments
Illinois
$319K +$319K +1,604 New
AAS
661
Avantax Advisory Services
Texas
$318K +$19.1K +96 +6%
SFA
662
Sequoia Financial Advisors
Ohio
$317K +$13.7K +69 +5%
TF
663
Trek Financial
Arizona
$315K -$43.6K -219 -12%
9WM
664
9258 Wealth Management
Ohio
$313K -$7.56K -38 -2%
SFI
665
Siemens Fonds Invest
Germany
$313K -$5.37K -27 -2%
AFM
666
Andesa Financial Management
Pennsylvania
$311K +$147K +1,200 +89%
OL
667
Optas LLC
Texas
$310K +$310K +1,559 New
MA
668
Mutual Advisors
Nebraska
$309K +$15.5K +78 +5%
ACM
669
Allred Capital Management
Texas
$306K +$15.5K +78 +5%
MIM
670
MTM Investment Management
South Carolina
$305K +$15.5K +78 +5%
RWPA
671
Richard W. Paul & Associates
Michigan
$302K +$302K +1,519 New
MFG
672
MidWestOne Financial Group
Iowa
$296K -$119K -600 -29%
NRW
673
Nova R Wealth
Kansas
$295K +$2.39K +12 +0.8%
AWM
674
Angeles Wealth Management
California
$292K -$199 -1 -0.1%
KPWS
675
Kestra Private Wealth Services
Texas
$290K +$290K +1,460 New