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1,065 hedge funds and large institutions have $26.9B invested in IQVIA in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 414 increasing their positions, 401 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $152M | Put options by funds: $145M

3% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 401

2.09% less ownership

Funds ownership: 94.45%92.35% (-2.1%)

7% less funds holding

Funds holding: 1,1411,065 (-76)

26% less capital invested

Capital invested by funds: $36.3B → $26.9B (-$9.4B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 177

Holders
1,065
Holders Change
-76
Holders Change %
-6.66%
% of All Funds
13.12%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
119
Increased
414
Reduced
401
Closed
177
Calls
$152M
Puts
$145M
Net Calls
+$7.54M
Net Calls Change
-$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
651
Rehmann Capital Advisory Group
Michigan
$431K +$65.4K +335 +15%
CRC
652
Curi RMB Capital
Illinois
$430K -$477K -2,444 -49%
DWM
653
Dynasty Wealth Management
Florida
$428K +$163K +835 +50%
MF
654
Magnetar Financial
Illinois
$424K +$498K +2,550 New
DEA
655
DoubleLine ETF Adviser
Florida
$424K +$485K +2,484 New
NS
656
NBC Securities
Alabama
$423K -$43.9K -225 -8%
CFG
657
Citizens Financial Group
Rhode Island
$423K -$62.8K -322 -11%
SFI
658
Siemens Fonds Invest
Germany
$422K +$16.6K +85 +4%
RCG
659
Regatta Capital Group
California
$422K +$9.76K +50 +2%
JRP
660
Jasper Ridge Partners
California
$420K
AP
661
Anchyra Partners
Georgia
$417K -$41.4K -212 -8%
SCTC
662
Sanibel Captiva Trust Company
Florida
$417K -$26.1K -134 -5%
YIH
663
Y-Intercept (HK)
Hong Kong
$411K +$50.3K +258 +12%
AGWCA
664
Annis Gardner Whiting Capital Advisors
Florida
$410K -$19.7K -101 -4%
EFM
665
E Fund Management
China
$409K +$467K +2,396 New
VC
666
Veracity Capital
Georgia
$408K -$171K -876 -27%
PWM
667
Perigon Wealth Management
California
$404K -$85.3K -437 -16%
N
668
Natixis
France
$400K -$638K -3,272 -58%
MA
669
Mutual Advisors
Nebraska
$398K -$12.9K -66 -3%
HKIMG
670
Hutchens & Kramer Investment Management Group
Indiana
$393K -$148K -758 -25%
TRCT
671
Tower Research Capital (TRC)
New York
$392K -$1.03M -5,281 -70%
FCM
672
Fieldview Capital Management
Michigan
$389K +$445K +2,281 New
TFA
673
Tranquilli Financial Advisor
New Jersey
$388K -$3.71K -19 -0.8%
EA
674
Everpar Advisors
Oklahoma
$385K +$32.4K +166 +8%
PFS
675
Prospera Financial Services
Texas
$384K +$46.4K +238 +12%