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 %
HNWAG
701
High Net Worth Advisory Group
Florida
$236K
BBHC
702
Brown Brothers Harriman & Co
New York
$235K +$91.8K +448 +64%
WPW
703
Waldron Private Wealth
Pennsylvania
$235K
SCM
704
Shelton Capital Management
Colorado
$235K
BC
705
Bridgefront Capital
Texas
$233K -$577K -2,817 -71%
MM
706
MQS Management
New York
$229K -$849K -4,146 -79%
GT
707
Glenview Trust
Kentucky
$226K +$226K +1,103 New
AG
708
Algert Global
California
$225K +$225K +1,100 New
Brown Advisory
709
Brown Advisory
Maryland
$222K -$20.9K -102 -9%
CI
710
Conning Inc
Connecticut
$221K +$221K +1,080 New
AWM
711
Aprio Wealth Management
Georgia
$221K -$7.17K -35 -3%
BPA
712
Beacon Pointe Advisors
California
$220K +$220K +1,074 New
CC
713
Callan Capital
California
$220K +$220K +1,074 New
BPFA
714
Barnes Pettey Financial Advisors
Mississippi
$219K +$219K +1,070 New
PCS
715
Personal CFO Solutions
New Jersey
$218K -$9.02K -44 -4%
ZCA
716
Zeke Capital Advisors
Pennsylvania
$216K -$25.8K -126 -11%
CWS
717
Confluence Wealth Services
Pennsylvania
$216K +$216K +1,054 New
IA
718
Inspire Advisors
Idaho
$214K +$214K +1,046 New
CFGS
719
Concourse Financial Group Securities
Alabama
$213K -$820 -4 -0.4%
AFAS
720
Acorn Financial Advisory Services
Virginia
$213K +$213K +1,042 New
GIA
721
Gateway Investment Advisers
Ohio
$210K +$210K +1,027 New
CAC
722
Cowen and Company
New York
$209K -$348K -1,697 -62%
CIM
723
CIM Investment Management
Pennsylvania
$207K +$207K +1,010 New
LRIA
724
Leonard Rickey Investment Advisors
Washington
$204K +$204K +998 New
NP
725
NorthRock Partners
Minnesota
$204K +$204K +998 New