1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
651
Beacon Pointe Advisors
California
$476K +$251K +993 +112%
MAP
652
Moody Aldrich Partners
Massachusetts
$475K +$51.1K +202 +12%
RCA
653
Roberts Capital Advisors
Colorado
$471K +$471K +1,864 New
DAS
654
Dynamic Advisor Solutions
Arizona
$470K +$8.6K +34 +2%
FFO
655
Fortitude Family Office
Arizona
$469K
BL
656
Balentine LLC
Georgia
$468K +$116K +460 +33%
WIC
657
Wilkins Investment Counsel
Massachusetts
$468K
NP
658
NorthRock Partners
Minnesota
$460K +$8.35K +33 +2%
ECG
659
Edge Capital Group
Georgia
$458K -$1.26K -5 -0.3%
MYLI
660
Meiji Yasuda Life Insurance
Japan
$458K +$88.5K +350 +24%
TFA
661
Tranquilli Financial Advisor
New Jersey
$453K -$39.2K -155 -8%
CP
662
Cumberland Partners
Ontario, Canada
$453K
LFAS
663
Level Four Advisory Services
Texas
$447K
AWAP
664
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$447K -$24.8K -98 -5%
KCM
665
KRS Capital Management
Michigan
$446K -$49.3K -195 -10%
GM
666
GeoWealth Management
Illinois
$436K +$240K +950 +122%
VC
667
Veracity Capital
Georgia
$433K -$122K -482 -22%
SRL
668
Scientech Research LLC
New Jersey
$432K +$432K +1,709 New
CWS
669
Confluence Wealth Services
Pennsylvania
$430K +$108K +429 +34%
BWG
670
Berry Wealth Group
Texas
$424K -$157K -622 -27%
CF
671
Centaurus Financial
California
$423K +$238K +943 +129%
DL
672
DOHJ LLC
Washington
$422K -$609K -2,407 -59%
VSQM
673
V-Square Quantitative Management
Illinois
$419K +$187K +738 +80%
BS
674
Banco Santander
Spain
$419K +$419K +1,657 New
EI
675
Ellevest Inc
New York
$418K +$418K +1,652 New