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 %
BWP
751
BSW Wealth Partners
Colorado
$336K +$57.8K +244 +21%
MYIA
752
Mount Yale Investment Advisors
Colorado
$334K -$1.66K -7 -0.5%
MWM
753
Modern Wealth Management
Kansas
$333K +$9.72K +41 +3%
YMRC
754
Yorktown Management & Research Company
Virginia
$332K +$332K +1,400 New
GA
755
Geller Advisors
New York
$331K -$18.7K -79 -5%
SPA
756
Sherbrooke Park Advisers
New York
$331K +$21.1K +89 +7%
DFG
757
Demars Financial Group
Washington
$327K +$7.11K +30 +2%
PAM
758
Panagora Asset Management
Massachusetts
$326K +$69.4K +293 +27%
MCC
759
Malaga Cove Capital
California
$325K +$47.4K +200 +17%
BP
760
Ballentine Partners
Massachusetts
$324K -$17.5K -74 -5%
EWA
761
EverSource Wealth Advisors
Alabama
$320K +$237 +1 +0.1%
MPM
762
MBB Public Markets
Illinois
$320K -$2.86M -12,055 -90%
FFM
763
Forum Financial Management
Illinois
$320K -$474 -2 -0.1%
PTP
764
Platform Technology Partners
New York
$318K
RWPA
765
Richard W. Paul & Associates
Michigan
$313K -$5.21K -22 -2%
KFC
766
Klingenstein Fields & Co
New York
$313K
VC
767
Veracity Capital
Georgia
$312K +$4.74K +20 +2%
MA
768
Mutual Advisors
Nebraska
$311K +$46.2K +218 +17%
CC
769
Chicago Capital
Illinois
$308K
STA
770
Summit Trail Advisors
New York
$300K -$54.7K -231 -15%
GL
771
Graypoint LLC
New York
$299K +$17.8K +75 +6%
SIA
772
Schechter Investment Advisors
Michigan
$297K +$237 +1 +0.1%
LS
773
Livforsakringsbolaget Skandia
Sweden
$292K +$237K +1,000 +429%
HIA
774
Harbor Investment Advisory
Maryland
$291K +$31.3K +132 +12%
FMLI
775
Fukoku Mutual Life Insurance
Japan
$288K