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 %
SSG
776
Summit Securities Group
New York
$73K -$258K -1,292 -78%
RFA
777
Resurgent Financial Advisors
Georgia
$73K -$186K -934 -72%
OC
778
Oakworth Capital
Alabama
$72.6K
BHWM
779
Bay Harbor Wealth Management
Maryland
$70.4K +$68K +342 +2,850%
EI
780
Ellevest Inc
New York
$70K +$9.15K +46 +15%
JGIA
781
Jackson Grant Investment Advisers
Connecticut
$68.6K
GWSG
782
GPS Wealth Strategies Group
Colorado
$67K +$67K +337 New
CFO
783
CVA Family Office
Colorado
$64.6K +$1.99K +10 +3%
IA
784
IFP Advisors
Florida
$60.7K -$67K -667 -52%
LSA
785
Lansing Street Advisors
Pennsylvania
$58.3K
ACA
786
Atlas Capital Advisors
Wyoming
$57.7K
SLF
787
Sun Life Financial
Ontario, Canada
$57.5K
GWS
788
Glassman Wealth Services
Virginia
$56.1K +$8.35K +42 +18%
TCWA
789
Ten Capital Wealth Advisors
Washington
$53.5K +$53.5K +269 New
KFP
790
KB Financial Partners
New Jersey
$53K -$8.11K -41 -13%
CCA
791
Column Capital Advisors
Indiana
$52.9K -$12.9K -65 -20%
MCM
792
MV Capital Management
Maryland
$51.1K +$6.17K +31 +14%
CAL
793
Capital Analysts LLC
Pennsylvania
$51K
PFBT
794
Parkside Financial Bank & Trust
Missouri
$48.7K +$3.18K +16 +7%
CBT
795
Central Bank & Trust
Kentucky
$48.7K -$5.77K -29 -11%
DMBA
796
Deseret Mutual Benefit Administrators
Utah
$48.1K
CWP
797
Concord Wealth Partners
Virginia
$47.9K -$8.55K -43 -15%
LS
798
Livforsakringsbolaget Skandia
Sweden
$46.3K
TWM
799
Tradition Wealth Management
Minnesota
$46K -$198 -1 -0.4%
BWM
800
Baystate Wealth Management
Massachusetts
$45.1K +$5.37K +27 +14%