1,050 hedge funds and large institutions have $36.5B invested in IQVIA in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 436 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
15.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
109
Increased
436
Reduced
357
Closed
62
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
701
Heartwood Wealth Advisors
Virginia
$445K -$28.4K -120 -6%
GLA
702
Good Life Advisors
Pennsylvania
$443K +$443K +1,870 New
CI
703
Cigna Investments
Connecticut
$443K -$6.4K -27 -1%
RCA
704
Roberts Capital Advisors
Colorado
$442K
PW
705
Paladin Wealth
Minnesota
$439K +$439K +1,853 New
PHK
706
Point72 Hong Kong
Hong Kong
$434K +$434K +1,831 New
SIC
707
Sterling Investment Counsel
New York
$433K +$35.8K +151 +9%
EI
708
Ellevest Inc
New York
$432K +$14.2K +60 +3%
BWG
709
Berry Wealth Group
Texas
$431K -$1.66K -7 -0.4%
ECG
710
Edge Capital Group
Georgia
$429K
LFAS
711
Level Four Advisory Services
Texas
$428K +$21.2K +103 +5%
MAM
712
Milestone Asset Management
Pennsylvania
$425K +$18.5K +78 +5%
DTL
713
Dynamic Technology Lab
Singapore
$422K -$2.02M -8,512 -83%
KCM
714
KRS Capital Management
Michigan
$418K
AIP
715
Ameritas Investment Partners
Nebraska
$416K -$38.6K -163 -9%
CW
716
Cook Wealth
North Carolina
$402K
RCM
717
Raleigh Capital Management
North Carolina
$400K +$87.2K +368 +28%
AWAP
718
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$393K -$2.84K -12 -0.7%
CP
719
Cumberland Partners
Ontario, Canada
$393K +$15.4K +65 +4%
Boston Partners
720
Boston Partners
Massachusetts
$392K -$1.43M -6,015 -78%
TFA
721
Tranquilli Financial Advisor
New Jersey
$391K -$711 -3 -0.2%
CCB
722
Cutter & Co Brokerage
Missouri
$388K
LWM
723
Lyell Wealth Management
California
$386K
DAS
724
Dynamic Advisor Solutions
Arizona
$383K -$20.6K -87 -5%
MWM
725
Mission Wealth Management
California
$383K -$948 -4 -0.2%