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 %
PWS
726
Peterson Wealth Services
Utah
$323K +$9.36K +37 +3%
AWM
727
Aprio Wealth Management
Georgia
$321K +$5.06K +20 +2%
OAM
728
Ostrum Asset Management
France
$318K
IWA
729
Icon Wealth Advisors
Texas
$318K +$54.4K +215 +21%
GDP
730
Great Diamond Partners
Maine
$316K -$1.01K -4 -0.3%
GCM
731
Graham Capital Management
Connecticut
$314K +$314K +1,243 New
BIM
732
Bridges Investment Management
Nebraska
$313K -$34.1K -135 -10%
SIA
733
Schechter Investment Advisors
Michigan
$310K +$253 +1 +0.1%
TPI
734
Trust Point Inc
Wisconsin
$303K
TF
735
Trek Financial
Arizona
$302K -$13.4K -53 -4%
BMMM
736
Boston Mountain Money Management
Arkansas
$301K +$301K +1,191 New
BC
737
Bridgefront Capital
Texas
$300K +$28.3K +112 +10%
CC
738
Centiva Capital
New York
$299K -$127K -504 -30%
AA
739
Ancora Advisors
Ohio
$299K -$51.8K -205 -15%
MA
740
Mutual Advisors
Nebraska
$299K +$61.5K +243 +26%
EWA
741
EverSource Wealth Advisors
Alabama
$297K +$22.7K +98 +8%
WBC
742
Westpac Banking Corp
Australia
$295K -$4.81K -19 -2%
GF
743
Gabelli Funds
New York
$293K -$191K -755 -39%
MCM
744
MAI Capital Management
Ohio
$293K +$1.77K +7 +0.6%
APP
745
Avantax Planning Partners
Iowa
$293K +$293K +1,158 New
TIAA Trust, National Association
746
TIAA Trust, National Association
North Carolina
$292K -$1.26K -5 -0.4%
HNWAG
747
High Net Worth Advisory Group
Florida
$291K
PCS
748
Personal CFO Solutions
New Jersey
$288K -$1.52K -6 -0.5%
TWM
749
Trueblood Wealth Management
Ohio
$285K
BBNA
750
Bremer Bank National Association
Minnesota
$285K -$21.7K -86 -7%