1,050 hedge funds and large institutions have $36.5B invested in IQVIA in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 436 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
15.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
109
Increased
436
Reduced
357
Closed
62
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
826
Wexford Capital
Florida
$226K
AFAS
827
Acorn Financial Advisory Services
Virginia
$224K +$224K +945 New
IIM
828
INTECH Investment Management
Florida
$223K +$223K +943 New
FA
829
FDx Advisors
Illinois
$223K -$14.7K -62 -6%
SMA
830
Sage Mountain Advisors
Georgia
$223K +$223K +941 New
TFIPS
831
Towarzystwo Funduszy Inwestycyjnych PZU SA
$223K
AF
832
Allworth Financial
California
$222K +$1.42K +6 +0.6%
PPWP
833
Premier Path Wealth Partners
New Jersey
$221K -$3.56K -15 -2%
HSA
834
HBK Sorce Advisory
Pennsylvania
$220K -$15.4K -65 -7%
AIM
835
Anchor Investment Management
South Carolina
$220K +$6.64K +28 +3%
WJWM
836
Williams Jones Wealth Management
New York
$220K -$41.9K -177 -16%
MCM
837
MAI Capital Management
Ohio
$219K -$445K -1,876 -67%
BPA
838
Beacon Pointe Advisors
California
$219K -$10.4K -44 -5%
LC
839
Lindbrook Capital
California
$219K +$16.1K +68 +8%
CIA
840
Choate Investment Advisors
Massachusetts
$218K +$218K +920 New
CAM
841
Claret Asset Management
Quebec, Canada
$218K +$218K +918 New
BTI
842
Blue Trust Inc
Georgia
$218K +$158K +749 +267%
CWM
843
Connecticut Wealth Management
Connecticut
$218K +$218K +919 New
CPIG
844
Chicago Partners Investment Group
Illinois
$218K +$218K +953 New
SGA
845
Sustainable Growth Advisers
Connecticut
$215K -$107K -450 -33%
PA
846
Pinnacle Associates
New York
$213K -$6.94K -30 -3%
OL
847
Optas LLC
Texas
$210K +$210K +885 New
NRC
848
New Republic Capital
North Carolina
$210K +$210K +885 New
QWM
849
Quadcap Wealth Management
Texas
$207K -$122K -513 -37%
CWM
850
Cahaba Wealth Management
Georgia
$206K +$206K +871 New