918 hedge funds and large institutions have $33.2B invested in IQVIA in 2022 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 370 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+34
Holders Change %
+3.85%
% of All Funds
14.81%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
117
Increased
309
Reduced
370
Closed
67
Calls
$39.8M
Puts
$40M
Net Calls
-$245K
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
851
Jones Financial Companies
Missouri
$10K
CAM
852
ClariVest Asset Management
California
$10K
BC
853
Bartlett & Co
Ohio
$10K +$6.28K +32 +168%
AWM
854
Accurate Wealth Management
Florida
$9.91K +$9.91K +46 New
BC
855
Burleson & Co
California
$9.63K
JFGIW
856
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.4K -$15K -73 -64%
OIA
857
Optimum Investment Advisors
Illinois
$8.4K
PWMG
858
Prestige Wealth Management Group
New Jersey
$8.4K +$2.25K +11 +37%
FA
859
Fiduciary Alliance
South Carolina
$7.99K +$7.99K +39 New
MPCL
860
My Personal CFO LLC
Washington
$7.38K +$7.38K +36 New
FFA
861
Farther Finance Advisors
California
$7.25K +$7.25K +35 New
ACM
862
Antonetti Capital Management
Florida
$7.17K
HDIM
863
Hanson & Doremus Investment Management
Vermont
$7K
CWA
864
Carolina Wealth Advisors
South Carolina
$7K
USCWA
865
U.S. Capital Wealth Advisors
Texas
$6.97K +$6.97K +34 New
CA
866
CoreCap Advisors
Michigan
$6.97K +$6.97K +34 New
SC
867
Schubert & Co
Texas
$6.76K +$2.25K +11 +50%
BIA
868
Bell Investment Advisors
California
$6.35K -$205 -1 -3%
TIM
869
Tortoise Investment Management
New York
$6.15K
DAM
870
Delta Asset Management
Tennessee
$6.15K +$6.15K +30 New
GBT
871
Grove Bank & Trust
Florida
$6K +$6K +30 New
WAM
872
Worth Asset Management
Texas
$5.94K
TWA
873
TCI Wealth Advisors
Arizona
$5.53K -$1.23K -6 -18%
MFT
874
Moisand Fitzgerald Tamayo
Florida
$5.53K +$2.46K +12 +80%
FRA
875
Front Row Advisors
California
$5K