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 %
CWS
776
Cypress Wealth Services
California
$281K +$1.42K +6 +0.5%
KPWS
777
Kestra Private Wealth Services
Texas
$280K -$95.7K -404 -25%
OAM
778
Ostrum Asset Management
France
$280K +$3.56K +15 +1%
CFGS
779
Concourse Financial Group Securities
Alabama
$279K +$11.1K +47 +4%
PWP
780
Phillips Wealth Planners
Mississippi
$278K +$9.56K +41 +4%
BMMM
781
Boston Mountain Money Management
Arkansas
$278K -$1.42K -6 -0.5%
WBC
782
Westpac Banking Corp
Australia
$277K
AA
783
Ancora Advisors
Ohio
$277K +$14.5K +61 +6%
HBT
784
Heartland Bank & Trust
Illinois
$275K -$9.48K -40 -3%
IAA
785
Independent Advisor Alliance
North Carolina
$274K -$24.6K -104 -8%
DFCM
786
Dark Forest Capital Management
Puerto Rico
$274K +$274K +1,155 New
HNWAG
787
High Net Worth Advisory Group
Florida
$273K
PF
788
Phoenix Financial
Israel
$270K -$16.1K -68 -6%
TWM
789
Trueblood Wealth Management
Ohio
$269K +$948 +4 +0.4%
EH
790
Equitable Holdings
New York
$268K +$268K +1,131 New
SHFA
791
SS&H Financial Advisors
Michigan
$264K
HBS
792
Howard Bailey Securities
Indiana
$264K +$264K +1,113 New
GI
793
GAMMA Investing
California
$261K +$69.2K +292 +36%
BEI
794
Benjamin Edwards Inc
Missouri
$261K +$261K +1,101 New
IA
795
IFP Advisors
Florida
$260K +$23.9K +101 +10%
HCM
796
Howard Capital Management
Georgia
$259K +$259K +1,093 New
NWAG
797
Net Worth Advisory Group
Utah
$259K +$259K +1,092 New
FAFN
798
First Affirmative Financial Network
Colorado
$252K -$5.92K -25 -2%
SFI
799
SPC Financial Inc
Maryland
$250K +$7.35K +31 +3%
SL
800
Sentinus LLC
Illinois
$247K +$6.16K +26 +3%