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 %
HSA
776
HBK Sorce Advisory
Pennsylvania
$250K +$24.5K +97 +11%
HFS
777
Hantz Financial Services
Michigan
$250K -$79.5K -315 -24%
LGA
778
Lebenthal Global Advisors
New York
$249K +$20.2K +80 +9%
PCM
779
Prelude Capital Management
New York
$249K +$249K +986 New
AFAS
780
Acorn Financial Advisory Services
Virginia
$246K -$3.54K -14 -1%
CGL
781
Clarius Group LLC
Washington
$244K -$51.6K -204 -17%
SIM
782
Sentry Investment Management
Wisconsin
$243K
BJL
783
Brighton Jones LLC
Washington
$240K +$20.2K +80 +9%
TPCW
784
TD Private Client Wealth
New York
$239K +$28.1K +111 +13%
AWA
785
Arkadios Wealth Advisors
Georgia
$239K -$18.2K -72 -7%
CAM
786
Congress Asset Management
Massachusetts
$239K -$84.7K -335 -26%
PA
787
Pinnacle Associates
New York
$238K +$5.31K +21 +2%
PPWP
788
Premier Path Wealth Partners
New Jersey
$238K +$2.03K +8 +0.9%
TFIPS
789
Towarzystwo Funduszy Inwestycyjnych PZU SA
$238K
T. Rowe Price Investment Management
790
T. Rowe Price Investment Management
Maryland
$237K +$67.2K +265 +40%
GLA
791
Good Life Advisors
Pennsylvania
$236K +$7.08K +28 +3%
AF
792
Alerus Financial
North Dakota
$235K -$75.9K -300 -24%
FPWM
793
FSB Premier Wealth Management
Iowa
$231K +$231K +914 New
MFGP
794
Marshall Financial Group (Pennsylvania)
Pennsylvania
$231K +$231K +914 New
PWP
795
Phillips Wealth Planners
Mississippi
$231K +$231K +1,008 New
FCP
796
Fidelis Capital Partners
Florida
$231K +$231K +913 New
CWM
797
Cahaba Wealth Management
Georgia
$229K -$31.6K -125 -12%
AIM
798
Anchor Investment Management
South Carolina
$228K
OR
799
Olympiad Research
Connecticut
$227K +$227K +898 New
EFSCE
800
Enterprise Financial Services Corp (EFSC)
Missouri
$223K -$193K -764 -46%