1,013 hedge funds and large institutions have $33.3B invested in IQVIA in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 325 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
101
Increased
433
Reduced
325
Closed
84
Calls
$170M
Puts
$287M
Net Calls
-$117M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Shares
Change %
BJL
826
Brighton Jones LLC
Washington
$201K
PPWP
827
Premier Path Wealth Partners
New Jersey
$201K +$2.75K +13 +1%
TFIPS
828
Towarzystwo Funduszy Inwestycyjnych PZU SA
$199K
AIM
829
Anchor Investment Management
South Carolina
$190K
HFS
830
Hantz Financial Services
Michigan
$187K -$22.2K -105 -11%
ST
831
Smithfield Trust
Pennsylvania
$183K +$54K +253 +42%
BFEC
832
Benjamin F. Edwards & Company
Missouri
$181K -$313K -1,479 -63%
LC
833
Lindbrook Capital
California
$181K +$2.54K +12 +1%
PCM
834
Penserra Capital Management
California
$177K +$421 +2 +0.2%
GI
835
GAMMA Investing
California
$171K +$109K +515 +175%
SIM
836
Sentry Investment Management
Wisconsin
$169K -$34.6K -163 -17%
QCG
837
Quadrant Capital Group
Ohio
$169K -$1.27K -6 -0.7%
ATPW
838
Ashton Thomas Private Wealth
Arizona
$164K -$139K -657 -46%
TWC
839
TD Waterhouse Canada
Ontario, Canada
$162K +$6.88K +33 +4%
HNB
840
Huntington National Bank
Ohio
$159K +$11.6K +55 +8%
SWM
841
Spire Wealth Management
Virginia
$152K -$6.13K -29 -4%
MG
842
Mather Group
Illinois
$151K +$15.7K +62 +12%
LI
843
LRI Investments
Florida
$138K +$75.7K +358 +121%
OC
844
Oakworth Capital
Alabama
$135K +$57.7K +273 +75%
EC
845
EntryPoint Capital
New York
$131K +$130K +614 +8,771%
HNB
846
Hilltop National Bank
Wyoming
$131K
QL
847
Quarry LP
New York
$131K +$95.8K +453 +273%
SIC
848
Salem Investment Counselors
North Carolina
$129K
IWA
849
Icon Wealth Advisors
Texas
$128K -$181K -736 -59%
WWM
850
Wolff Wiese Magana
California
$128K +$128K +605 New