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 %
JWM
801
Janiczek Wealth Management
Colorado
$83.8K -$102K -439 -55%
GWSG
802
GPS Wealth Strategies Group
Colorado
$78K
BHWM
803
Bay Harbor Wealth Management
Maryland
$77.3K
IGWM
804
ICA Group Wealth Management
Colorado
$76.6K +$76.6K +331 New
CA
805
Clearstead Advisors
Ohio
$72.2K -$82.4K -356 -53%
GWS
806
Glassman Wealth Services
Virginia
$70.3K -$8.1K -35 -10%
MCM
807
MV Capital Management
Maryland
$69.4K -$4.86K -21 -7%
HFM
808
Harvest Fund Management
China
$66K
UOTTAIMCU
809
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$65K -$23.1K -100 -26%
RFA
810
Resurgent Financial Advisors
Georgia
$60.2K -$20.8K -90 -26%
IUHSA
811
Itau Unibanco Holding S.A.
Brazil
$58.3K -$15K -65 -21%
FFA
812
Farther Finance Advisors
California
$54.4K +$26.2K +113 +93%
GI
813
GAMMA Investing
California
$54.3K +$54.3K +261 New
TWM
814
Tradition Wealth Management
Minnesota
$54K -$462 -2 -0.8%
LS
815
Livforsakringsbolaget Skandia
Sweden
$53.9K
SOW
816
State of Wyoming
Wyoming
$53.2K -$83.3K -360 -61%
SAM
817
Smartleaf Asset Management
Massachusetts
$50.5K +$50.5K +217 New
IA
818
IFP Advisors
Florida
$50.3K -$11.1K -48 -18%
LOIP
819
Live Oak Investment Partners
Texas
$46.7K -$39.7K
BWM
820
Baystate Wealth Management
Massachusetts
$46.3K
CT
821
Colonial Trust
South Carolina
$46K
DGAM
822
Desjardins Global Asset Management
Quebec, Canada
$43.3K -$79.6K -344 -65%
FWM
823
Focused Wealth Management
New York
$43K
CFO
824
CVA Family Office
Colorado
$42.8K +$42.8K +185 New
QC
825
Quent Capital
New York
$42.6K -$3.01K -13 -7%