892 hedge funds and large institutions have $38.1B invested in IQVIA in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 327 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
892
Holders Change
-41
Holders Change %
-4.39%
% of All Funds
14.12%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.51%
New
80
Increased
348
Reduced
327
Closed
109
Calls
$84.6M
Puts
$113M
Net Calls
-$28.4M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
851
Albion Financial Group
Utah
$6K -$6K -25 -50%
KC
852
Kenfarb & Co
Kentucky
$6K
AF
853
Advisornet Financial
Minnesota
$6K +$1.2K +5 +25%
AssetMark Inc
854
AssetMark Inc
California
$5K -$18.3K -77 -79%
HI
855
Hudock Inc
Pennsylvania
$5K -$800 -4 -14%
BBPWM
856
Blue Bell Private Wealth Management
Pennsylvania
$5K
FRA
857
Front Row Advisors
California
$5K
HWA
858
HHM Wealth Advisors
Tennessee
$5K
ZIG
859
Zullo Investment Group
Pennsylvania
$5K
BWA
860
BDO Wealth Advisors
Florida
$4K
CI
861
Cordant Inc
Oregon
$4K +$4K +19 New
GKIM
862
GW&K Investment Management
Massachusetts
$4K +$4K +19 New
TFO
863
Tarbox Family Office
California
$3K -$382K -1,783 -99%
SC
864
Schubert & Co
Texas
$3K -$545 -2 -15%
S
865
Surevest
California
$3K
TFM
866
TFC Financial Management
Massachusetts
$3K
Acadian Asset Management
867
Acadian Asset Management
Massachusetts
$3K
BHWM
868
Bay Harbor Wealth Management
Maryland
$3K +$545 +2 +22%
DI
869
Disciplined Investments
Oklahoma
$3K +$3K +13 New
FGAM
870
Financial Gravity Asset Management
Texas
$2.55K -$1.28K -2,093 -33%
PWP
871
Pursue Wealth Partners
California
$2.24K +$2.24K +9 New
CTB
872
Country Trust Bank
Illinois
$2K
RCC
873
Red Cedar Capital
Nebraska
$2K
SC
874
Sierra Capital
Florida
$2K
TFGT
875
TS Financial Group (TSFG)
Illinois
$2K