892 hedge funds and large institutions have $38.1B invested in IQVIA in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 327 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-41
Holders Change %
-4.39%
% of All Funds
14.12%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.51%
New
80
Increased
348
Reduced
327
Closed
109
Calls
$84.6M
Puts
$113M
Net Calls
-$28.4M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
826
Sutton Wealth Advisors
Florida
$13.9K
Jones Financial Companies
827
Jones Financial Companies
Missouri
$13K -$1.83K -8 -12%
BWL
828
Bogart Wealth LLC
Virginia
$12K
FMP
829
Financial Management Professionals
Texas
$12K +$471 +2 +4%
BC
830
Burleson & Co
California
$12K +$720 +3 +6%
MCM
831
Manchester Capital Management
Vermont
$11K
VCM
832
Vigilant Capital Management
Maine
$11K
CAM
833
ClariVest Asset Management
California
$11K
SIS
834
Sound Income Strategies
Florida
$10K -$2.27K -10 -19%
CT
835
Cambridge Trust
Massachusetts
$10K
CAC
836
Core Alternative Capital
Georgia
$10K +$6.28K +27 +169%
HNB
837
Huntington National Bank
Ohio
$10K +$7.67K +33 +330%
LWP
838
Lumature Wealth Partners
Georgia
$9K +$1.18K +5 +15%
OIA
839
Optimum Investment Advisors
Illinois
$9K +$9K +41 New
MCM
840
MV Capital Management
Maryland
$8K -$9.18K -39 -53%
ACM
841
Antonetti Capital Management
Florida
$8K
HDIM
842
Hanson & Doremus Investment Management
Vermont
$8K
CWA
843
Carolina Wealth Advisors
South Carolina
$8K
TWA
844
TCI Wealth Advisors
Arizona
$7K -$4.1K -17 -37%
WB
845
Webster Bank
Connecticut
$7K
MA
846
MUFG Americas
New York
$7K
TIM
847
Tortoise Investment Management
New York
$7K
PWMG
848
Prestige Wealth Management Group
New Jersey
$7K
NFSG
849
Newbridge Financial Services Group
Florida
$7K +$2.94K +13 +72%
JWA
850
JFS Wealth Advisors
Pennsylvania
$7K +$3.5K +15 +100%