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 %
SWM
826
Spire Wealth Management
Virginia
$189K -$67.5K -267 -26%
TWC
827
TD Waterhouse Canada
Ontario, Canada
$185K -$84K -337 -31%
MPWT
828
MassMutual Private Wealth & Trust
Connecticut
$181K +$6.58K +26 +4%
HNB
829
Huntington National Bank
Ohio
$177K +$11.6K +46 +7%
ACA
830
Atlas Capital Advisors
Wyoming
$174K -$50.6K -200 -22%
AAG
831
Accordant Advisory Group
Maryland
$174K +$174K +687 New
CCM
832
Chilton Capital Management
Texas
$170K -$12.5M -49,376 -99%
JSAM
833
J. Safra Asset Management
New York
$165K -$5.82K -23 -3%
HNB
834
Hilltop National Bank
Wyoming
$157K +$157K +619 New
SIC
835
Salem Investment Counselors
North Carolina
$155K -$171K -675 -52%
ST
836
Smithfield Trust
Pennsylvania
$153K
AA
837
Alta Advisers
United Kingdom
$152K
WPWM
838
Western Pacific Wealth Management
Illinois
$148K +$3.79K +15 +3%
Kayne Anderson Rudnick Investment Management
839
Kayne Anderson Rudnick Investment Management
California
$144K -$253 -1 -0.2%
HFM
840
Harvest Fund Management
China
$144K +$71.9K +284 +100%
HA
841
Homestead Advisers
Virginia
$143K
CJ
842
Caitlin John
Michigan
$138K
LJHT
843
Laurie J. Hall Trustee
$137K
CTC
844
Central Trust Company
Missouri
$129K +$29.3K +116 +29%
CTA
845
Colonial Trust Advisors
South Carolina
$127K +$9.61K +38 +8%
MG
846
Mather Group
Illinois
$124K +$124K +534 New
JFGIW
847
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K -$194K -768 -62%
OIAM
848
OFI Invest Asset Management
France
$117K -$40.3M -172,275 -100%
PTC
849
Private Trust Company
Ohio
$114K -$1.52K -6 -1%
IA
850
IFP Advisors
Florida
$114K +$59K +233 +107%