1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WPC
676
Wedmont Private Capital
Pennsylvania
$416K +$46.1K +188 +12%
CCB
677
Cutter & Co Brokerage
Missouri
$414K -$29.1K -115 -7%
LWM
678
Lyell Wealth Management
California
$412K
DCM
679
Driehaus Capital Management
Illinois
$408K +$408K +1,612 New
CFFP
680
Center for Financial Planning
Michigan
$406K +$8.6K +34 +2%
FMLI
681
Fukoku Mutual Life Insurance
Japan
$398K
MWM
682
Mission Wealth Management
California
$397K +$3.29K +13 +0.8%
CCA
683
Checchi Capital Advisers
California
$397K +$35.7K +141 +10%
QCM
684
Qsemble Capital Management
New York
$395K -$315K -1,245 -44%
GIA
685
Gladstone Institutional Advisory
Florida
$395K -$27.1K -107 -6%
RFA
686
Resurgent Financial Advisors
Georgia
$394K +$329K +1,299 +500%
HAG
687
HighPoint Advisor Group
Illinois
$391K +$19.3K +84 +5%
MIM
688
MTM Investment Management
South Carolina
$391K
GWA
689
Gratus Wealth Advisors
Virginia
$389K
STA
690
Summit Trail Advisors
New York
$389K +$119K +469 +44%
KPWS
691
Kestra Private Wealth Services
Texas
$386K +$12.9K +51 +3%
AWM
692
Angeles Wealth Management
California
$386K +$19.7K +78 +5%
FFM
693
Fullerton Fund Management
Singapore
$379K +$379K +1,498 New
MAM
694
Milestone Asset Management
Pennsylvania
$377K +$377K +1,492 New
MS
695
Maven Securities
Jersey
$377K +$377K +1,492 New
AA
696
Advisory Alpha
Michigan
$375K +$375K +1,481 New
Brown Advisory
697
Brown Advisory
Maryland
$373K -$34.9K -138 -9%
GA
698
Geller Advisors
New York
$372K -$3.79K -15 -1%
AA
699
AlphaQ Advisors
Florida
$370K -$34.4K -136 -8%
CI
700
CX Institutional
Indiana
$369K +$506 +2 +0.1%