1,007 hedge funds and large institutions have $40.3B invested in IQVIA in 2024 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 359 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,007
Holders Change
+57
Holders Change %
+6%
% of All Funds
14.6%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.25%
New
117
Increased
385
Reduced
359
Closed
50
Calls
$229M
Puts
$309M
Net Calls
-$80.1M
Net Calls Change
-$65.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HPC
851
HM Payson & Co
Maine
$101K
SAM
852
Smartleaf Asset Management
Massachusetts
$101K +$46K +182 +84%
PAM
853
Paradigm Asset Management
New York
$101K
Walleye Trading
854
Walleye Trading
New York
$100K -$3.04M -12,017 -97%
PFBT
855
Parkside Financial Bank & Trust
Missouri
$99.9K +$1.77K +7 +2%
EFMH
856
E Fund Management (HK)
Hong Kong
$97K +$97K +382 New
OC
857
Oakworth Capital
Alabama
$92.3K
JWM
858
Janiczek Wealth Management
Colorado
$91.5K
UOTTAIMCU
859
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$87.2K +$16.2K +64 +23%
PBK
860
Peoples Bank (Kansas)
Kansas
$85.2K -$16.4K -65 -16%
BHWM
861
Bay Harbor Wealth Management
Maryland
$84.5K
IGWM
862
ICA Group Wealth Management
Colorado
$83.7K
GWSG
863
GPS Wealth Strategies Group
Colorado
$79.2K -$6.07K -24 -7%
LI
864
LRI Investments
Florida
$74.9K +$74.9K +296 New
GI
865
GAMMA Investing
California
$74.4K +$8.35K +33 +13%
CT
866
Clearstead Trust
Maine
$72.8K +$55.6K +220 +324%
MCM
867
MV Capital Management
Maryland
$72.6K -$3.29K -13 -4%
CA
868
Clearstead Advisors
Ohio
$68.7K -$2.75K -12 -4%
FFA
869
Farther Finance Advisors
California
$67.9K +$9.45K +38 +16%
AWM
870
Avior Wealth Management
Nebraska
$67.3K +$57.4K +227 +582%
ZB
871
Zions Bancorporation
Utah
$67K +$28.8K +114 +75%
A
872
AlphaQuest
New York
$66.5K -$132K -522 -66%
SOW
873
State of Wyoming
Wyoming
$65.2K +$7.08K +28 +12%
CA
874
Crewe Advisors
Utah
$64.2K +$64.2K +254 New
CWP
875
Concord Wealth Partners
Virginia
$60.9K +$60.9K +241 New