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 %
CFFP
726
Center for Financial Planning
Michigan
$382K
AWM
727
Angeles Wealth Management
California
$379K +$15.2K +64 +4%
NC
728
nVerses Capital
Florida
$379K +$379K +1,600 New
EA
729
Everpar Advisors
Oklahoma
$377K +$377K +1,592 New
MYLI
730
Meiji Yasuda Life Insurance
Japan
$375K -$30.1K -127 -7%
ZIM
731
Zacks Investment Management
Illinois
$373K -$40.5K -171 -10%
CI
732
CX Institutional
Indiana
$372K +$9.01K +38 +2%
PWS
733
Peterson Wealth Services
Utah
$368K +$60K +253 +19%
AWM
734
Aprio Wealth Management
Georgia
$367K +$65.9K +278 +22%
GWA
735
Gratus Wealth Advisors
Virginia
$365K -$4.51K -20 -1%
HAG
736
HighPoint Advisor Group
Illinois
$364K +$23.8K +114 +7%
MIM
737
MTM Investment Management
South Carolina
$362K +$1.61K +7 +0.4%
GIA
738
Gladstone Institutional Advisory
Florida
$361K -$3.32K -14 -0.9%
CCA
739
Checchi Capital Advisers
California
$360K
PIMJS
740
PKO Investment Management Joint-Stock
Poland
$355K -$355K -1,500 -50%
CA
741
Continuum Advisory
Idaho
$353K +$40.8K +201 +13%
VCM
742
Virtue Capital Management
Tennessee
$351K +$2.84K +12 +0.8%
FTWA
743
Fifth Third Wealth Advisors
Ohio
$346K -$18K -76 -5%
OCA
744
Otter Creek Advisors
Florida
$345K -$1.57M -6,626 -82%
LRIA
745
Leonard Rickey Investment Advisors
Washington
$344K +$9.95K +42 +3%
BFM
746
Boothbay Fund Management
New York
$343K -$866K -3,653 -72%
TSS
747
Two Sigma Securities
New York
$341K -$220K -929 -39%
NRW
748
Nova R Wealth
Kansas
$341K
PGFC
749
Peapack-Gladstone Financial Corp
New Jersey
$336K
PWPS
750
Pinnacle Wealth Planning Services
Ohio
$336K -$3.32K -14 -1%