919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
SYBT
676
Stock Yards Bank & Trust
Kentucky
$289K -$62.1K -312 -18%
RFC
677
Regions Financial Corp
Alabama
$287K +$57.7K +290 +25%
AI
678
Atom Investors
Texas
$287K +$287K +1,443 New
CCIA
679
Campbell & Co Investment Adviser
Maryland
$279K +$21.9K +110 +9%
GIA
680
Gladstone Institutional Advisory
Florida
$278K +$24.9K +125 +10%
AA
681
AlphaQ Advisors
Florida
$277K -$11.5K -58 -4%
KOCAA
682
Knights of Columbus Asset Advisors
Connecticut
$276K +$276K +1,389 New
CC
683
Courier Capital
New York
$274K +$274K +1,379 New
TC
684
TownSquare Capital
Utah
$272K +$272K +1,368 New
EFSCE
685
Enterprise Financial Services Corp (EFSC)
Missouri
$270K -$17.5K -88 -6%
ATPW
686
Ashton Thomas Private Wealth
Arizona
$269K -$398 -2 -0.1%
WPW
687
Waldron Private Wealth
Pennsylvania
$268K +$9.55K +48 +4%
FFM
688
Forum Financial Management
Illinois
$267K +$3.18K +16 +1%
BAM
689
Blueshift Asset Management
New Jersey
$265K -$126K -632 -32%
CG
690
Caprock Group
Idaho
$264K -$31.2K -157 -11%
GDP
691
Great Diamond Partners
Maine
$263K -$1.59K -8 -0.6%
PF
692
Phoenix Financial
Israel
$263K -$468K -2,424 -64%
PWPS
693
Pinnacle Wealth Planning Services
Ohio
$263K +$29.4K +148 +13%
KFC
694
Klingenstein Fields & Co
New York
$263K
IAA
695
Independent Advisor Alliance
North Carolina
$263K +$263K +1,320 New
BPA
696
Beacon Pointe Advisors
California
$262K +$48.7K +245 +23%
CFFP
697
Center for Financial Planning
Michigan
$261K
GPWA
698
Great Point Wealth Advisors
Massachusetts
$261K
AWP
699
Accretive Wealth Partners
New Jersey
$261K
DAS
700
Dynamic Advisor Solutions
Arizona
$261K +$2.78K +14 +1%