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 %
FA
751
FDx Advisors
Illinois
$283K -$350K -1,382 -55%
FFA
752
First Foundation Advisors
California
$283K -$6.83K -27 -2%
SAG
753
Spotlight Asset Group
Illinois
$282K
CFGS
754
Concourse Financial Group Securities
Alabama
$281K +$17.7K +70 +7%
MC
755
Maverick Capital
Texas
$281K -$317K -1,254 -53%
HI
756
Humankind Investments
New York
$280K -$22.5K -89 -7%
FAFN
757
First Affirmative Financial Network
Colorado
$279K -$12.4K -49 -4%
WJWM
758
Williams Jones Wealth Management
New York
$279K
CWS
759
Cypress Wealth Services
California
$278K +$13.9K +55 +5%
HIA
760
Harbor Investment Advisory
Maryland
$278K +$3.54K +14 +1%
PF
761
Phoenix Financial
Israel
$277K -$78.9K -313 -22%
Fuller & Thaler Asset Management
762
Fuller & Thaler Asset Management
California
$277K -$2.53K -10 -0.9%
BWP
763
BSW Wealth Partners
Colorado
$277K +$277K +1,094 New
SCM
764
Shelton Capital Management
Colorado
$274K
NRC
765
New Republic Capital
North Carolina
$271K -$109K -432 -29%
KP
766
Keel Point
Alabama
$271K +$15.4K +61 +6%
LRIA
767
Leonard Rickey Investment Advisors
Washington
$268K +$4.55K +18 +2%
BPFA
768
Barnes Pettey Financial Advisors
Mississippi
$265K
FLII
769
First Long Island Investors
New York
$263K +$263K +1,038 New
MCWA
770
Meadow Creek Wealth Advisors
Georgia
$262K +$2.53K +10 +1%
MWM
771
MGB Wealth Management
Texas
$261K
CIM
772
CIM Investment Management
Pennsylvania
$260K
EAMA
773
EFG Asset Management (Americas)
Florida
$256K -$124K -490 -33%
SL
774
Sentinus LLC
Illinois
$256K +$256K +1,011 New
CP
775
Capital Planning
Washington
$253K +$253K +1,000 New