950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Shares
Change %
EFSCE
651
Enterprise Financial Services Corp (EFSC)
Missouri
$381K +$87.7K +379 +30%
PCM
652
Penserra Capital Management
California
$378K -$76.2K -331 -17%
LWM
653
Lyell Wealth Management
California
$377K
CSPIA
654
Cary Street Partners Investment Advisory
Virginia
$375K +$127K +548 +51%
AHC
655
Adell Harriman & Carpenter
Texas
$374K -$209K -905 -36%
Brown Advisory
656
Brown Advisory
Maryland
$373K -$17.4K -75 -4%
AA
657
AlphaQ Advisors
Florida
$370K +$71.3K +308 +24%
ATPW
658
Ashton Thomas Private Wealth
Arizona
$370K -$9.49K -41 -3%
FMLI
659
Fukoku Mutual Life Insurance
Japan
$364K
CFFP
660
Center for Financial Planning
Michigan
$363K
MWS
661
Maxwell Wealth Strategies
California
$361K +$361K +1,562 New
MWM
662
Mission Wealth Management
California
$360K +$360K +1,556 New
MIM
663
MTM Investment Management
South Carolina
$357K
CP
664
Cumberland Partners
Ontario, Canada
$352K
Man Group
665
Man Group
United Kingdom
$351K +$351K +1,516 New
NRC
666
New Republic Capital
North Carolina
$348K +$348K +1,505 New
EAMA
667
EFG Asset Management (Americas)
Florida
$348K -$37.5K -162 -10%
GA
668
Geller Advisors
New York
$344K -$4.4K -19 -1%
KPWS
669
Kestra Private Wealth Services
Texas
$342K -$926 -4 -0.3%
MYLI
670
Meiji Yasuda Life Insurance
Japan
$338K
WPC
671
Wedmont Private Capital
Pennsylvania
$338K -$21.7K -97 -6%
CI
672
CX Institutional
Indiana
$337K -$13.7K -59 -4%
AWM
673
Angeles Wealth Management
California
$335K -$15.5K -67 -4%
MYIA
674
Mount Yale Investment Advisors
Colorado
$332K -$1.16K -5 -0.3%
PGFC
675
Peapack-Gladstone Financial Corp
New Jersey
$332K -$54.4K -235 -14%