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 %
FLII
801
First Long Island Investors
New York
$246K
MWA
802
Muirfield Wealth Advisors
North Carolina
$246K +$246K +1,038 New
BJL
803
Brighton Jones LLC
Washington
$246K +$21.1K +89 +9%
MCWA
804
Meadow Creek Wealth Advisors
Georgia
$246K
MWM
805
MGB Wealth Management
Texas
$245K
PFS
806
Prospera Financial Services
Texas
$245K +$245K +1,033 New
TPCW
807
TD Private Client Wealth
New York
$244K +$19K +80 +8%
CP
808
Capital Planning
Washington
$238K +$1.42K +6 +0.6%
KFSC
809
Keystone Financial Services (Colorado)
Colorado
$238K +$238K +1,005 New
MPWT
810
MassMutual Private Wealth & Trust
Connecticut
$238K +$2.13K +9 +0.9%
AWA
811
Aaron Wealth Advisors
Illinois
$238K +$238K +1,003 New
GF
812
Gabelli Funds
New York
$237K
AWA
813
Arkadios Wealth Advisors
Georgia
$237K +$9.71K +41 +4%
SCM
814
Shelton Capital Management
Colorado
$236K -$20.6K -87 -8%
IWA
815
Icon Wealth Advisors
Texas
$232K +$109K +460 +88%
TCOTS
816
Trust Company of the South
North Carolina
$232K +$232K +980 New
CIM
817
CIM Investment Management
Pennsylvania
$232K -$8.53K -36 -4%
SAM
818
Smartleaf Asset Management
Massachusetts
$232K +$94.6K +403 +69%
KP
819
Keel Point
Alabama
$231K +$3.32K +14 +1%
GCP
820
GSA Capital Partners
United Kingdom
$230K +$230K +970 New
BBNA
821
Bremer Bank National Association
Minnesota
$230K -$24.6K -104 -10%
AWP
822
Accretive Wealth Partners
New Jersey
$230K
BPFA
823
Barnes Pettey Financial Advisors
Mississippi
$229K -$19.4K -82 -8%
1WM
824
1858 Wealth Management
Ohio
$227K
OR
825
Olympiad Research
Connecticut
$227K -$147K -621 -39%