950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
676
Checchi Capital Advisers
California
$330K -$16K -69 -5%
IAA
677
Independent Advisor Alliance
North Carolina
$329K -$12.7K -55 -4%
PF
678
Phoenix Financial
Israel
$328K -$46.5K -200 -12%
RWPA
679
Richard W. Paul & Associates
Michigan
$326K -$7.64K -33 -2%
LSAG
680
Lake Street Advisors Group
New Hampshire
$324K +$324K +1,399 New
PWPS
681
Pinnacle Wealth Planning Services
Ohio
$322K -$50.2K -217 -13%
BL
682
Balentine LLC
Georgia
$322K -$44.2K -191 -12%
AA
683
Ancora Advisors
Ohio
$321K +$11.3K +49 +4%
BIM
684
Bridges Investment Management
Nebraska
$318K -$36.6K -158 -10%
VCM
685
Virtue Capital Management
Tennessee
$318K -$138K -631 -30%
FFM
686
Forum Financial Management
Illinois
$312K
NRD
687
Nebula Research & Development
New York
$306K +$306K +1,323 New
KFC
688
Klingenstein Fields & Co
New York
$306K
TC
689
TownSquare Capital
Utah
$305K +$46.3K +200 +18%
HFS
690
Hantz Financial Services
Michigan
$302K -$295K -1,275 -49%
CCIA
691
Campbell & Co Investment Adviser
Maryland
$300K +$300K +1,295 New
SIC
692
Salem Investment Counselors
North Carolina
$298K +$32.2K +139 +12%
CAM
693
Congress Asset Management
Massachusetts
$296K -$433K -1,871 -59%
BP
694
Ballentine Partners
Massachusetts
$295K -$383K -1,657 -57%
CWS
695
Confluence Wealth Services
Pennsylvania
$294K +$45.8K +198 +18%
Capstone Investment Advisors
696
Capstone Investment Advisors
New York
$293K -$2.59M -11,190 -90%
OAM
697
Ostrum Asset Management
France
$291K -$531K -2,297 -65%
GDP
698
Great Diamond Partners
Maine
$290K -$1.39K -6 -0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
699
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$290K +$290K +1,252 New
AWM
700
Aprio Wealth Management
Georgia
$289K