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 %
WJWM
726
Williams Jones Wealth Management
New York
$255K -$13.4K -58 -5%
Fuller & Thaler Asset Management
727
Fuller & Thaler Asset Management
California
$255K +$229K +990 +868%
HIA
728
Harbor Investment Advisory
Maryland
$251K +$79.8K +345 +47%
SCM
729
Shelton Capital Management
Colorado
$251K -$14.6K -63 -5%
BC
730
Bridgefront Capital
Texas
$248K -$295K -1,277 -54%
STA
731
Summit Trail Advisors
New York
$247K -$10.6K -46 -4%
BPFA
732
Barnes Pettey Financial Advisors
Mississippi
$242K
CWS
733
Cypress Wealth Services
California
$242K +$242K +1,046 New
I
734
InceptionR
California
$242K -$1M -4,343 -81%
CFGS
735
Concourse Financial Group Securities
Alabama
$241K -$6.71K -29 -3%
LRIA
736
Leonard Rickey Investment Advisors
Washington
$241K -$2.78K -12 -1%
IWA
737
Icon Wealth Advisors
Texas
$241K +$241K +1,042 New
MWM
738
MGB Wealth Management
Texas
$240K +$240K +1,033 New
TWC
739
TD Waterhouse Canada
Ontario, Canada
$239K +$115K +522 +94%
CWM
740
Cahaba Wealth Management
Georgia
$239K -$20.8K -90 -8%
PE
741
Point72 Europe
United Kingdom
$238K +$238K +1,028 New
CIM
742
CIM Investment Management
Pennsylvania
$238K
MCWA
743
Meadow Creek Wealth Advisors
Georgia
$238K +$238K +1,027 New
AWA
744
Arkadios Wealth Advisors
Georgia
$236K -$4.17K -18 -2%
KP
745
Keel Point
Alabama
$233K +$233K +1,009 New
EA
746
Everpar Advisors
Oklahoma
$231K +$231K +1,000 New
Verition Fund Management
747
Verition Fund Management
Connecticut
$231K +$231K +997 New
ARC
748
Advisor Resource Council
Texas
$229K +$229K +989 New
AFAS
749
Acorn Financial Advisory Services
Virginia
$228K -$9.26K -40 -4%
BO
750
Bank OZK
Arkansas
$226K -$66.2K -286 -23%