950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Shares
Change %
EC
851
EntryPoint Capital
New York
$22.2K +$22.2K +96 New
FMP
852
Financial Management Professionals
Texas
$22K +$454 +2 +2%
JWA
853
JFS Wealth Advisors
Pennsylvania
$20.1K -$4.17K -18 -17%
PA
854
Pineridge Advisors
Missouri
$19.7K +$19.7K +85 New
CUAMC
855
China Universal Asset Management Company
China
$19.4K
FWM
856
FSA Wealth Management
Massachusetts
$19K +$19K +81 New
GXJ
857
Global X Japan
Japan
$17.6K +$17.6K +76 New
BTI
858
Blue Trust Inc
Georgia
$17K +$4.2K +21 +33%
BWL
859
Bogart Wealth LLC
Virginia
$16.9K
QL
860
Quarry LP
New York
$16.9K +$16.9K +73 New
NFSG
861
Newbridge Financial Services Group
Florida
$15.7K -$4.17K -18 -21%
OLVIG
862
Oliver Lagore Vanvalin Investment Group
Michigan
$15.7K
CT
863
Clearstead Trust
Maine
$15.7K
TCWA
864
Turtle Creek Wealth Advisors
Texas
$15.7K +$15.7K +68 New
MSG
865
Main Street Group
Virginia
$15.7K +$15.7K +68 New
Jones Financial Companies
866
Jones Financial Companies
Missouri
$15.5K +$925 +4 +6%
ME
867
McIlrath & Eck
Washington
$15K
CMA
868
Cedar Mountain Advisors
Oregon
$15K
EL
869
EMFO LLC
Florida
$15K
TSWM
870
Tyler-Stone Wealth Management
Ohio
$15K
ADL
871
Asset Dedication LLC
California
$15K -$2.81K -12 -16%
GKIM
872
GW&K Investment Management
Massachusetts
$15K +$1.67K +7 +13%
CAC
873
Core Alternative Capital
Georgia
$14.6K -$694 -3 -5%
MCM
874
Manchester Capital Management
Vermont
$14.1K +$2.55K +11 +22%
FG
875
Fairman Group
Pennsylvania
$14.1K +$14.1K +61 New