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 %
Nomura Holdings
701
Nomura Holdings
Japan
$368K -$569K -2,249 -61%
N
702
Numerai
California
$368K +$368K +1,457 New
GS
703
GTS Securities
New York
$367K -$252K -997 -41%
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$364K +$2.02K +8 +0.6%
NRW
705
Nova R Wealth
Kansas
$364K +$364K +1,439 New
ATPW
706
Ashton Thomas Private Wealth
Arizona
$362K -$42K -166 -10%
BP
707
Ballentine Partners
Massachusetts
$360K +$37.9K +150 +12%
IAA
708
Independent Advisor Alliance
North Carolina
$358K -$2.02K -8 -0.6%
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$358K +$5.31K +21 +2%
MFS
710
Mirabella Financial Services
United Kingdom
$355K +$355K +1,402 New
Connor, Clark & Lunn Investment Management (CC&L)
711
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$354K -$14.7M -57,966 -98%
MWM
712
Modern Wealth Management
Kansas
$352K +$352K +1,391 New
MYIA
713
Mount Yale Investment Advisors
Colorado
$349K -$14.2K -56 -4%
CSPIA
714
Cary Street Partners Investment Advisory
Virginia
$345K -$64.5K -255 -16%
RWPA
715
Richard W. Paul & Associates
Michigan
$342K -$13.9K -55 -4%
DFG
716
Demars Financial Group
Washington
$342K +$342K +1,352 New
CA
717
Continuum Advisory
Idaho
$341K -$511K -2,229 -60%
FFM
718
Forum Financial Management
Illinois
$341K
SIC
719
Sterling Investment Counsel
New York
$340K +$53.9K +213 +19%
LSAG
720
Lake Street Advisors Group
New Hampshire
$339K -$14.9K -59 -4%
VCM
721
Virtue Capital Management
Tennessee
$337K -$3.06K -13 -0.9%
KFC
722
Klingenstein Fields & Co
New York
$334K
CC
723
Chicago Capital
Illinois
$329K -$492K -1,946 -60%
RCM
724
Raleigh Capital Management
North Carolina
$329K +$36.2K +143 +12%
AAM
725
Advisors Asset Management
Colorado
$328K +$169K +669 +106%