919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
826
UMB Bank
Missouri
$19.5K
BTI
827
Blue Trust Inc
Georgia
$19K +$2.07K +10 +12%
GM
828
GeoWealth Management
Illinois
$19K +$19K +93 New
EARNEST Partners
829
EARNEST Partners
Georgia
$18.1K
TAIM
830
TD Ameritrade Investment Management
Nebraska
$18K +$791 +4 +5%
HCP
831
Hexagon Capital Partners
Arkansas
$17.1K
NFSG
832
Newbridge Financial Services Group
Florida
$17.1K
RTC
833
Riverview Trust Company
Washington
$16.9K
CUAMC
834
China Universal Asset Management Company
China
$16.7K
WPA
835
West Paces Advisors
Georgia
$15.1K
ADL
836
Asset Dedication LLC
California
$15K +$2.03K +10 +16%
BWL
837
Bogart Wealth LLC
Virginia
$14.5K +$4.18K +21 +40%
FMP
838
Financial Management Professionals
Texas
$14K -$3.55K -18 -20%
AF
839
Advisornet Financial
Minnesota
$13.9K +$3.18K +16 +30%
OLVIG
840
Oliver Lagore Vanvalin Investment Group
Michigan
$13.5K
Fuller & Thaler Asset Management
841
Fuller & Thaler Asset Management
California
$13.3K
RA
842
Rational Advisors
New York
$13.1K
RDIA
843
RE Dickinson Investment Advisors
Iowa
$13K +$13K +64 New
ME
844
McIlrath & Eck
Washington
$12.9K
CMA
845
Cedar Mountain Advisors
Oregon
$12.9K
EL
846
EMFO LLC
Florida
$12.9K
AAS
847
Ameritas Advisory Services
Nebraska
$12.6K +$12.6K +62 New
SWA
848
Sutton Wealth Advisors
Florida
$11.9K
LFG
849
Larson Financial Group
Missouri
$11.9K
CAC
850
Core Alternative Capital
Georgia
$11.7K +$398 +2 +4%