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 %
PIMJS
701
PKO Investment Management Joint-Stock
Poland
$259K
FIM
702
Freedom Investment Management
Connecticut
$257K +$257K +1,290 New
AWA
703
Arkadios Wealth Advisors
Georgia
$254K -$16.7K -84 -6%
HIA
704
Harbor Investment Advisory
Maryland
$254K -$103K -516 -29%
WPC
705
Wedmont Private Capital
Pennsylvania
$253K -$110K -559 -30%
PI
706
PineBridge Investments
New York
$252K -$5.39M -27,107 -96%
CWM
707
Cahaba Wealth Management
Georgia
$251K -$10.9K -55 -4%
OAM
708
Ostrum Asset Management
France
$251K +$251K +1,260 New
AWM
709
Aprio Wealth Management
Georgia
$250K +$35.4K +178 +17%
BBNA
710
Bremer Bank National Association
Minnesota
$245K -$26.5K -133 -10%
IA
711
Inspire Advisors
Idaho
$237K +$29K +146 +14%
PWS
712
Peterson Wealth Services
Utah
$236K -$11.1K -56 -5%
Brown Advisory
713
Brown Advisory
Maryland
$235K +$19.5K +98 +9%
SIM
714
Stratos Investment Management
Ohio
$233K -$111K -559 -32%
HNWAG
715
High Net Worth Advisory Group
Florida
$229K
TSS
716
Two Sigma Securities
New York
$228K +$228K +1,148 New
SCM
717
Shelton Capital Management
Colorado
$228K
CFGS
718
Concourse Financial Group Securities
Alabama
$222K +$14.3K +72 +7%
GT
719
Glenview Trust
Kentucky
$221K +$1.59K +8 +0.7%
BP
720
Ballentine Partners
Massachusetts
$220K +$220K +1,104 New
SIA
721
Schechter Investment Advisors
Michigan
$216K +$216K +1,085 New
CC
722
Callan Capital
California
$214K
ZB
723
Zions Bancorporation
Utah
$213K -$28.6K -144 -12%
PA
724
Pinnacle Associates
New York
$213K +$213K +1,070 New
CI
725
Conning Inc
Connecticut
$212K -$2.39K -12 -1%