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 %
CFFP
701
Center for Financial Planning
Michigan
$252K
PA
702
Procyon Advisors
Connecticut
$247K +$247K +1,068 New
AFAS
703
Acorn Financial Advisory Services
Virginia
$246K
PWS
704
Peterson Wealth Services
Utah
$242K +$38.7K +167 +19%
BWM
705
Buckley Wealth Management
Nevada
$242K +$242K +1,046 New
GTCM
706
Gyon Technologies Capital Management
New Jersey
$241K -$740K -3,206 -75%
CIM
707
CIM Investment Management
Pennsylvania
$241K -$231 -1 -0.1%
PNAA
708
Pictet North America Advisors
Switzerland
$239K
OFS
709
OneAscent Financial Services
Alabama
$237K -$42.8K -185 -15%
GIA
710
Gateway Investment Advisers
Ohio
$236K -$693 -3 -0.3%
TCM
711
Teza Capital Management
Illinois
$234K -$81.1K -350 -26%
BAAM
712
Baker Avenue Asset Management
California
$233K -$4.85K -21 -2%
Brown Advisory
713
Brown Advisory
Maryland
$233K -$2.54K -11 -1%
GF
714
Gabelli Funds
New York
$231K
SS
715
Simplicity Solutions
Minnesota
$227K -$279K -1,206 -55%
CFGS
716
Concourse Financial Group Securities
Alabama
$227K +$23.2K +100 +11%
FC
717
FORA Capital
Florida
$226K -$288K -1,241 -56%
TNAM
718
Terra Nova Asset Management
New York
$225K -$1.85K -8 -0.8%
DS
719
DRW Securities
Illinois
$222K +$222K +960 New
DU
720
Delphia (USA)
Ontario, Canada
$221K +$221K +954 New
VAS
721
Vestmark Advisory Solutions
Massachusetts
$220K +$13.9K +60 +7%
OPOWM
722
One Plus One Wealth Management
Florida
$219K
FBFS
723
First Business Financial Services
Wisconsin
$218K
LRIA
724
Leonard Rickey Investment Advisors
Washington
$212K +$4.4K +19 +2%
TW
725
TrinityPoint Wealth
Connecticut
$212K +$37.1K +161 +21%