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 %
DFCM
801
Dark Forest Capital Management
Puerto Rico
$222K +$222K +878 New
SC
802
Syon Capital
California
$220K +$220K +870 New
EA
803
Everpar Advisors
Oklahoma
$220K -$33.1K -131 -13%
KSWWM
804
Keyes Stange & Wooten Wealth Management
Florida
$217K +$217K +860 New
AHC
805
Adell Harriman & Carpenter
Texas
$217K -$192K -757 -47%
IIM
806
INTECH Investment Management
Florida
$217K -$245K -967 -53%
AWP
807
Accretive Wealth Partners
New Jersey
$217K -$31.3K -140 -13%
BIG
808
Brooklyn Investment Group
New York
$217K +$217K +870 New
MTC
809
McDaniel Terry & Co
Texas
$215K +$215K +852 New
WC
810
Wexford Capital
Florida
$214K +$214K +846 New
CW
811
Cook Wealth
North Carolina
$213K
LC
812
Lindbrook Capital
California
$213K +$3.04K +12 +1%
CI
813
Conning Inc
Connecticut
$213K +$213K +843 New
MWA
814
Muirfield Wealth Advisors
North Carolina
$211K +$211K +836 New
PCM
815
Penserra Capital Management
California
$211K -$202K -803 -49%
PCP
816
Proficio Capital Partners
Massachusetts
$211K +$211K +833 New
OL
817
Optas LLC
Texas
$209K +$209K +828 New
ANBTV
818
American National Bank & Trust (Virginia)
Virginia
$207K +$207K +817 New
GL
819
Graypoint LLC
New York
$204K +$204K +806 New
QCG
820
Quadrant Capital Group
Ohio
$204K +$506 +2 +0.2%
SACTSONJ
821
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$202K +$202K +800 New
CIC
822
Chilton Investment Company
Connecticut
$200K +$200K +791 New
AF
823
Allworth Financial
California
$193K +$41.7K +165 +28%
WIA
824
Wetzel Investment Advisors
Indiana
$190K +$7.72K +34 +4%
FIM
825
Fernwood Investment Management
Massachusetts
$190K +$190K +750 New