918 hedge funds and large institutions have $33.2B invested in IQVIA in 2022 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 370 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+34
Holders Change %
+3.85%
% of All Funds
14.81%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
117
Increased
309
Reduced
370
Closed
67
Calls
$39.8M
Puts
$40M
Net Calls
-$245K
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
676
Arkadios Wealth Advisors
Georgia
$279K +$1.43K +7 +0.5%
ATPW
677
Ashton Thomas Private Wealth
Arizona
$277K -$15.4K -75 -5%
FL
678
Fort LP
Maryland
$276K -$184K -897 -40%
AFM
679
Andesa Financial Management
Pennsylvania
$276K -$153K -748 -36%
VIA
680
Vident Investment Advisory
Georgia
$273K +$273K +1,332 New
GDP
681
Great Diamond Partners
Maine
$273K -$4.71K -23 -2%
FFM
682
Forum Financial Management
Illinois
$272K
KFC
683
Klingenstein Fields & Co
New York
$271K
CWM
684
Cahaba Wealth Management
Georgia
$270K +$3.07K +15 +1%
CFFP
685
Center for Financial Planning
Michigan
$269K +$45.1K +220 +20%
GPWA
686
Great Point Wealth Advisors
Massachusetts
$269K +$1.43K +7 +0.5%
AWP
687
Accretive Wealth Partners
New Jersey
$268K
RFA
688
Resurgent Financial Advisors
Georgia
$267K -$95.1K -464 -26%
PIMJS
689
PKO Investment Management Joint-Stock
Poland
$266K -$205K -1,000 -43%
DAS
690
Dynamic Advisor Solutions
Arizona
$266K -$20.1K -98 -7%
CCIA
691
Campbell & Co Investment Adviser
Maryland
$265K -$765K -3,732 -74%
PWS
692
Precision Wealth Strategies
Missouri
$264K -$2.87K -14 -1%
FPWM
693
FSB Premier Wealth Management
Iowa
$263K +$263K +1,284 New
GIA
694
Gladstone Institutional Advisory
Florida
$261K -$36.3K -177 -12%
PWS
695
Peterson Wealth Services
Utah
$254K +$6.35K +31 +3%
ZB
696
Zions Bancorporation
Utah
$249K -$56.6K -276 -18%
Pacer Advisors
697
Pacer Advisors
Pennsylvania
$248K -$466K -2,276 -65%
S
698
Seeyond
France
$247K -$615 -3 -0.2%
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$240K -$56.1K -274 -19%
RFC
700
Regions Financial Corp
Alabama
$236K -$9.01K -44 -4%