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 %
DGAM
751
Desjardins Global Asset Management
Quebec, Canada
$129K +$129K +648 New
Acadian Asset Management
752
Acadian Asset Management
Massachusetts
$128K +$128K +646 New
TWC
753
TD Waterhouse Canada
Ontario, Canada
$125K -$201 -1 -0.2%
MPWT
754
MassMutual Private Wealth & Trust
Connecticut
$122K +$86.5K +435 +246%
ST
755
Smithfield Trust
Pennsylvania
$121K +$65.3K +321 +117%
AA
756
Ancora Advisors
Ohio
$120K +$2.19K +11 +2%
AA
757
Alta Advisers
United Kingdom
$119K
HFM
758
Harvest Fund Management
China
$116K +$90.3K +453 +351%
CTC
759
Central Trust Company
Missouri
$115K
CTA
760
Colonial Trust Advisors
South Carolina
$112K -$398 -2 -0.4%
AF
761
Allworth Financial
California
$111K +$66.8K +336 +152%
LJHT
762
Laurie J. Hall Trustee
$107K
SS
763
Sunbelt Securities
Texas
$101K +$101K +516 New
TH
764
TCTC Holdings
Texas
$98.6K
CMBA
765
C.M. Bidwell & Associates
Hawaii
$90.5K
EWA
766
EverSource Wealth Advisors
Alabama
$88.1K +$4.97K +25 +6%
HNB
767
Huntington National Bank
Ohio
$86.1K +$5.97K +30 +7%
HA
768
Homestead Advisers
Virginia
$86.1K +$11.1K +56 +15%
HPC
769
HM Payson & Co
Maine
$81.1K
PAM
770
Paradigm Asset Management
New York
$79.2K
MCM
771
Manchester Capital Management
Vermont
$78K +$65.4K +329 +522%
PTC
772
Private Trust Company
Ohio
$77K -$1.39K -7 -2%
BAM
773
Belpointe Asset Management
Nevada
$77K +$1.99K +10 +3%
CWC
774
Carolinas Wealth Consulting
North Carolina
$75.8K -$15.3K -77 -17%
Kayne Anderson Rudnick Investment Management
775
Kayne Anderson Rudnick Investment Management
California
$73.6K +$199 +1 +0.3%