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 %
SIM
751
Sentry Investment Management
Wisconsin
$222K -$23.8K -103 -10%
SAG
752
Spotlight Asset Group
Illinois
$219K
SWM
753
Spire Wealth Management
Virginia
$219K +$18.3K +85 +9%
TFIPS
754
Towarzystwo Funduszy Inwestycyjnych PZU SA
$217K +$217K +940 New
MA
755
Mutual Advisors
Nebraska
$217K +$217K +938 New
PPWP
756
Premier Path Wealth Partners
New Jersey
$215K +$215K +928 New
EFM
757
E Fund Management
China
$214K +$214K +926 New
PA
758
Pinnacle Associates
New York
$213K -$175K -757 -45%
VSQM
759
V-Square Quantitative Management
Illinois
$213K
Balyasny Asset Management
760
Balyasny Asset Management
Illinois
$213K +$213K +920 New
GLA
761
Good Life Advisors
Pennsylvania
$210K +$210K +906 New
LGA
762
Lebenthal Global Advisors
New York
$210K +$210K +906 New
AIM
763
Anchor Investment Management
South Carolina
$208K
HSA
764
HBK Sorce Advisory
Pennsylvania
$206K +$206K +892 New
ACA
765
Atlas Capital Advisors
Wyoming
$206K
BPA
766
Beacon Pointe Advisors
California
$206K -$324K -1,399 -61%
CW
767
Cook Wealth
North Carolina
$205K +$205K +961 New
BJL
768
Brighton Jones LLC
Washington
$201K +$201K +869 New
TPCW
769
TD Private Client Wealth
New York
$193K +$1.62K +7 +0.8%
LC
770
Lindbrook Capital
California
$192K -$3.24K -14 -2%
QCG
771
Quadrant Capital Group
Ohio
$186K +$2.78K +12 +2%
WIA
772
Wetzel Investment Advisors
Indiana
$185K +$185K +801 New
A
773
AlphaQuest
New York
$182K +$182K +785 New
GM
774
GeoWealth Management
Illinois
$180K +$124K +534 +221%
CF
775
Centaurus Financial
California
$169K +$169K +731 New