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 %
CAS
776
Coppell Advisory Solutions
Texas
$160K +$160K +693 New
MPWT
777
MassMutual Private Wealth & Trust
Connecticut
$159K +$28K +121 +21%
JSAM
778
J. Safra Asset Management
New York
$156K +$10.4K +45 +7%
T. Rowe Price Investment Management
779
T. Rowe Price Investment Management
Maryland
$155K +$155K +669 New
HNB
780
Huntington National Bank
Ohio
$151K -$4.17K -18 -3%
AAM
781
Advisors Asset Management
Colorado
$146K -$670K -2,896 -82%
ST
782
Smithfield Trust
Pennsylvania
$140K
AA
783
Alta Advisers
United Kingdom
$139K
AF
784
Allworth Financial
California
$139K -$21.1K -91 -13%
Kayne Anderson Rudnick Investment Management
785
Kayne Anderson Rudnick Investment Management
California
$132K +$45.4K +196 +52%
WPWM
786
Western Pacific Wealth Management
Illinois
$132K +$30.1K +130 +30%
HA
787
Homestead Advisers
Virginia
$130K +$30.3K +131 +30%
CJ
788
Caitlin John
Michigan
$127K +$127K +547 New
LJHT
789
Laurie J. Hall Trustee
$125K
BBHC
790
Brown Brothers Harriman & Co
New York
$119K -$67.6K -292 -36%
CTA
791
Colonial Trust Advisors
South Carolina
$107K -$23.1K -100 -18%
PTC
792
Private Trust Company
Ohio
$106K -$1.62K -7 -2%
RIM
793
Rakuten Investment Management
Japan
$105K +$105K +452 New
OP
794
ORG Partners
Indiana
$96.5K -$3.24K -14 -3%
PBK
795
Peoples Bank (Kansas)
Kansas
$93K
HPC
796
HM Payson & Co
Maine
$92.6K -$1.85K -8 -2%
PAM
797
Paradigm Asset Management
New York
$92.1K
CTC
798
Central Trust Company
Missouri
$91.4K -$52.1K -225 -36%
PFBT
799
Parkside Financial Bank & Trust
Missouri
$89.8K +$9.72K +42 +12%
OC
800
Oakworth Capital
Alabama
$84.5K