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 %
PCS
726
Personal CFO Solutions
New Jersey
$212K +$597 +3 +0.3%
NW
727
NewEdge Wealth
Pennsylvania
$211K +$211K +1,062 New
CWS
728
Confluence Wealth Services
Pennsylvania
$209K -$199 -1 -0.1%
CIM
729
CIM Investment Management
Pennsylvania
$209K +$8.55K +43 +4%
BPFA
730
Barnes Pettey Financial Advisors
Mississippi
$208K -$4.38K -22 -2%
SC
731
Scotia Capital
Ontario, Canada
$208K +$208K +1,045 New
AFAS
732
Acorn Financial Advisory Services
Virginia
$206K -$796 -4 -0.4%
HSA
733
HBK Sorce Advisory
Pennsylvania
$205K -$142K -716 -41%
GLA
734
Good Life Advisors
Pennsylvania
$202K +$202K +1,017 New
BCA
735
Bay Colony Advisors
Massachusetts
$200K +$200K +1,027 New
IWP
736
Icon Wealth Partners
Texas
$198K +$198K +997 New
RCM
737
Raleigh Capital Management
North Carolina
$192K +$189K +949 +5,582%
PCM
738
Penserra Capital Management
California
$192K
CSPIA
739
Cary Street Partners Investment Advisory
Virginia
$190K -$2.78K -14 -1%
AIM
740
Anchor Investment Management
South Carolina
$179K +$4.97K +25 +3%
M
741
Mirova
France
$165K -$28.8K -145 -15%
TPCW
742
TD Private Client Wealth
New York
$165K +$40K +201 +32%
QCG
743
Quadrant Capital Group
Ohio
$149K +$12.1K +61 +9%
LC
744
Lindbrook Capital
California
$146K +$11.5K +58 +9%
SOW
745
State of Wyoming
Wyoming
$145K -$4.18K -21 -3%
KI
746
Kapitalo Investimentos
Brazil
$143K +$143K +721 New
BBHC
747
Brown Brothers Harriman & Co
New York
$136K -$92.7K -466 -41%
BFEC
748
Benjamin F. Edwards & Company
Missouri
$135K +$40.8K +205 +43%
JSAM
749
J. Safra Asset Management
New York
$134K +$134K +672 New
CA
750
Clearstead Advisors
Ohio
$130K -$28.2K -142 -18%