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 %
TF
701
Trek Financial
Arizona
$289K -$25.2K -109 -8%
PWS
702
Peterson Wealth Services
Utah
$287K +$7.87K +34 +3%
JFGIW
703
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$285K +$254K +1,097 +807%
AF
704
Alerus Financial
North Dakota
$285K -$5.34M -23,073 -95%
CG
705
Caprock Group
Idaho
$284K +$23.1K +100 +9%
SIA
706
Schechter Investment Advisors
Michigan
$283K +$1.16K +5 +0.4%
BBNA
707
Bremer Bank National Association
Minnesota
$281K
FFO
708
Fiduciary Family Office
Florida
$280K +$280K +1,210 New
PSP
709
Principal Street Partners
Tennessee
$277K -$324K -1,400 -54%
TPI
710
Trust Point Inc
Wisconsin
$277K +$277K +1,198 New
HI
711
Humankind Investments
New York
$276K +$9.72K +42 +4%
WBC
712
Westpac Banking Corp
Australia
$275K +$52.8K +228 +24%
EWA
713
EverSource Wealth Advisors
Alabama
$273K +$8.56K +37 +3%
SIM
714
Stratos Investment Management
Ohio
$271K
CGL
715
Clarius Group LLC
Washington
$270K -$72.4K -313 -21%
TIAA Trust, National Association
716
TIAA Trust, National Association
North Carolina
$268K -$694 -3 -0.3%
RCM
717
Raleigh Capital Management
North Carolina
$268K +$11.6K +50 +5%
FAFN
718
First Affirmative Financial Network
Colorado
$267K +$28.7K +124 +12%
MCM
719
MAI Capital Management
Ohio
$266K +$266K +1,151 New
HNWAG
720
High Net Worth Advisory Group
Florida
$266K
FFA
721
First Foundation Advisors
California
$265K -$492K -2,125 -65%
PCS
722
Personal CFO Solutions
New Jersey
$264K -$10.2K -44 -4%
SIC
723
Sterling Investment Counsel
New York
$262K +$262K +1,133 New
TWM
724
Trueblood Wealth Management
Ohio
$261K +$261K +1,128 New
AWP
725
Accretive Wealth Partners
New Jersey
$257K