1,013 hedge funds and large institutions have $33.3B invested in IQVIA in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 325 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
101
Increased
433
Reduced
325
Closed
84
Calls
$170M
Puts
$287M
Net Calls
-$117M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
651
ProVise Management Group
Florida
$505K -$24.1K -114 -5%
TSS
652
Two Sigma Securities
New York
$501K +$501K +2,368 New
VAS
653
Vestmark Advisory Solutions
Massachusetts
$495K +$1.06K +5 +0.2%
AGWCA
654
Annis Gardner Whiting Capital Advisors
Florida
$489K +$35.5K +168 +8%
LAM
655
LECAP Asset Management
United Kingdom
$485K -$983K -4,650 -67%
PTC
656
Petrus Trust Company
Texas
$483K +$483K +2,285 New
RCA
657
Roberts Capital Advisors
Colorado
$471K
CSPIA
658
Cary Street Partners Investment Advisory
Virginia
$468K +$180K +851 +62%
KHCM
659
Kirtland Hills Capital Management
Ohio
$466K
TAM
660
Trust Asset Management
Texas
$464K
MWM
661
Meridian Wealth Management
Kentucky
$461K +$461K +2,181 New
KCIC
662
Kuhn & Co Investment Counsel
Illinois
$460K
IWC
663
Integrated Wealth Concepts
Massachusetts
$459K -$1.9K -9 -0.4%
SA
664
SpiderRock Advisors
Delaware
$458K +$5.5K +26 +1%
LNWWM
665
Laird Norton Wetherby Wealth Management
California
$457K -$10.1K -48 -2%
RG
666
Rathbones Group
United Kingdom
$457K
SP
667
Symmetry Partners
Connecticut
$454K -$63K -298 -12%
AA
668
Advisory Alpha
Michigan
$452K +$139K +656 +44%
FFO
669
Fiduciary Family Office
Florida
$452K -$12.3K -58 -3%
IA
670
Inspire Advisors
Idaho
$451K -$14K -66 -3%
RCG
671
Regatta Capital Group
California
$451K +$1.27K +6 +0.3%
FPWM
672
FSB Premier Wealth Management
Iowa
$450K +$257K +1,214 +133%
MCA
673
MSH Capital Advisors
Arizona
$447K +$10.4K +49 +2%
JGUA
674
John G. Ullman & Associates
New York
$444K
BB
675
Busey Bank
Illinois
$443K