892 hedge funds and large institutions have $38.1B invested in IQVIA in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 327 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-41
Holders Change %
-4.39%
% of All Funds
14.12%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.51%
New
80
Increased
348
Reduced
327
Closed
109
Calls
$84.6M
Puts
$113M
Net Calls
-$28.4M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Kovitz Investment Group Partners
676
Kovitz Investment Group Partners
Illinois
$289K -$110K -476 -28%
BWP
677
BSW Wealth Partners
Colorado
$289K -$50K -216 -15%
DHFB
678
Dixon Hubard Feinour & Brown
Virginia
$287K +$104K +450 +57%
BL
679
Balentine LLC
Georgia
$286K +$286K +1,239 New
FMLI
680
Fukoku Mutual Life Insurance
Japan
$284K
AFM
681
Andesa Financial Management
Pennsylvania
$284K +$24.5K +106 +9%
MA
682
Mutual Advisors
Nebraska
$284K +$26.6K +115 +10%
CI
683
Conning Inc
Connecticut
$283K -$28.9K -125 -9%
SGA
684
Sustainable Growth Advisers
Connecticut
$280K +$20.6K +89 +8%
O
685
Ossiam
France
$280K +$222K +962 +383%
RFC
686
Regions Financial Corp
Alabama
$276K -$16.2K -70 -6%
AA
687
ALPS Advisors
Colorado
$275K -$13.9K -60 -5%
MCWA
688
Meadow Creek Wealth Advisors
Georgia
$271K -$96.3K -417 -26%
HNWAG
689
High Net Worth Advisory Group
Florida
$271K
PPWM
690
PFG Private Wealth Management
Florida
$271K +$271K +1,172 New
TWMP
691
Taylor Wealth Management Partners
Massachusetts
$270K -$19.9K -86 -7%
XT
692
XTX Topco
Cayman Islands
$265K -$255K -1,102 -49%
SCM
693
Shelton Capital Management
Colorado
$265K
SEC
694
Seven Eight Capital
New York
$265K +$265K +1,147 New
FFM
695
Forum Financial Management
Illinois
$264K
CC
696
Corton Capital
Ontario, Canada
$261K +$261K +1,130 New
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$260K -$20.3K -88 -7%
LCP
698
Legacy Capital Partners
Wisconsin
$260K
Verition Fund Management
699
Verition Fund Management
Connecticut
$258K +$258K +1,116 New
AWA
700
Aaron Wealth Advisors
Illinois
$255K +$255K +58,958 New