919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
851
JFS Wealth Advisors
Pennsylvania
$11.3K -$1.59K -8 -12%
EWM
852
Endurance Wealth Management
Rhode Island
$11K
BWA
853
BDO Wealth Advisors
Florida
$10.7K
CAM
854
ClariVest Asset Management
California
$10K
RAM
855
Riggs Asset Management
Pennsylvania
$9.95K
CT
856
Colonial Trust
South Carolina
$9.75K
WWP
857
WR Wealth Planners
Missouri
$9.15K +$9.15K +46 New
EBA
858
Eagle Bay Advisors
New York
$8.75K -$3.18K -16 -27%
PWMG
859
Prestige Wealth Management Group
New Jersey
$8.16K
FFA
860
Farther Finance Advisors
California
$8.03K +$1K +5 +14%
HGERS
861
Householder Group Estate & Retirement Specialist
Arizona
$7K -$21.4K -107 -75%
SFG
862
Steward Financial Group
Texas
$7K +$5.25K +30 +300%
CAM
863
Close Asset Management
United Kingdom
$7K +$7K +35 New
ACM
864
Antonetti Capital Management
Florida
$6.96K
Jones Financial Companies
865
Jones Financial Companies
Missouri
$6.56K -$3.18K -16 -33%
CWA
866
Carolina Wealth Advisors
South Carolina
$6.56K
GEA
867
Glen Eagle Advisors
New Jersey
$6.36K +$2.59K +13 +68%
SC
868
Schubert & Co
Texas
$6.17K -$398 -2 -6%
DAM
869
Delta Asset Management
Tennessee
$5.97K
TIM
870
Tortoise Investment Management
New York
$5.97K
GBT
871
Grove Bank & Trust
Florida
$5.97K
CA
872
Crewe Advisors
Utah
$5.77K -$4.58K -23 -44%
WAM
873
Worth Asset Management
Texas
$5.77K
AWM
874
Abound Wealth Management
Tennessee
$5.77K +$3.18K +16 +123%
MFT
875
Moisand Fitzgerald Tamayo
Florida
$5.37K