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1,065 hedge funds and large institutions have $26.9B invested in IQVIA in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 414 increasing their positions, 401 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

26% less capital invested

Capital invested by funds: $36.3B → $26.9B (-$9.4B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 177

Holders
1,065
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$152M
Puts
$145M
Net Calls
Net Calls Change

Top Buyers

1 +$329M
2 +$314M
3 +$221M
4
BlackRock
BlackRock
New York
+$169M
5
Harris Associates
Harris Associates
Illinois
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
751
United Community Bank
South Carolina
$269K
GLA
752
Great Lakes Advisors
Illinois
$268K
TCWA
753
Turtle Creek Wealth Advisors
Texas
$268K
ONB
754
Old National Bancorp
Indiana
$267K
OL
755
Optas LLC
Texas
$266K
BONST
756
Bank of Nova Scotia Trust
Ontario, Canada
$265K
AWM
757
Aprio Wealth Management
Georgia
$265K
AIP
758
Ameritas Investment Partners
Nebraska
$265K
GWP
759
Gateway Wealth Partners
Wisconsin
$264K
RWM
760
Revisor Wealth Management
Ohio
$260K
ZIM
761
Zacks Investment Management
Illinois
$259K
SL
762
Sentinus LLC
Illinois
$258K
CIM
763
Cambria Investment Management
California
$254K
PWA
764
Pitcairn Wealth Advisors
Pennsylvania
$254K
KFSC
765
Keystone Financial Services (Colorado)
Colorado
$253K
SAM
766
Sagewood Asset Management
New York
$253K
Twin Tree Management
767
Twin Tree Management
Texas
$251K
EP
768
Essential Partners
California
$251K
ECM
769
Evergreen Capital Management
Washington
$250K
BRWA
770
B. Riley Wealth Advisors
Florida
$249K
SC
771
Savant Capital
Illinois
$249K
PWP
772
Phillips Wealth Planners
Mississippi
$248K
BAAM
773
Baker Avenue Asset Management
California
$248K
Kayne Anderson Rudnick Investment Management
774
Kayne Anderson Rudnick Investment Management
California
$248K
TC
775
TwinBeech Capital
New York
$247K