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 %
AWM
826
AllSquare Wealth Management
New York
$41.9K
DMBA
827
Deseret Mutual Benefit Administrators
Utah
$41.6K -$11.6K -50 -22%
Group One Trading
828
Group One Trading
Illinois
$41.6K +$34.7K +150 +500%
SNB
829
Security National Bank
Nebraska
$41.2K +$41.2K +178 New
CBT
830
Central Bank & Trust
Kentucky
$38.9K
RIL
831
Rothschild Investment LLC
Illinois
$36.8K +$36.8K +159 New
ZB
832
Zions Bancorporation
Utah
$34.9K -$463 -2 -1%
AWM
833
Activest Wealth Management
Florida
$34.7K +$34.7K +150 New
DJSG
834
D.J. St. Germain
Massachusetts
$34K
SS
835
Sunbelt Securities
Texas
$32.4K -$95.6K -413 -75%
MAM
836
Magellan Asset Management
Australia
$31K
BLC
837
Brown, Lisle/Cummings
Rhode Island
$30.5K
WTG
838
West Tower Group
Virginia
$28.9K -$39.6K -171 -58%
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$28.9K -$1.16K -5 -4%
AF
840
Advisornet Financial
Minnesota
$28.7K +$22K +95 +328%
CWC
841
Carolinas Wealth Consulting
North Carolina
$28.2K
DMKJ
842
David M. Knott Jr
$28K
CP
843
Castleview Partners
Texas
$27.8K +$27.8K +120 New
GWSA
844
Global Wealth Strategies & Associates
Colorado
$27.3K
HI
845
Harbour Investments
Wisconsin
$25.5K +$6.25K +27 +33%
C
846
Covestor
United Kingdom
$25K -$708 -3 -3%
UB
847
UMB Bank
Missouri
$23.6K +$926 +4 +4%
CB
848
Community Bank
New York
$23.1K
DSC
849
Duncker Streett & Co
Missouri
$23.1K
BCM
850
Blume Capital Management
California
$23.1K