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 %
FRA
876
Front Row Advisors
California
$5K
CMP
877
Coston McIsaac & Partners
Maine
$5K
BIA
878
Bell Investment Advisors
California
$4.77K -$1.39K -7 -23%
KC
879
Kenfarb & Co
Kentucky
$4.77K
HWA
880
HHM Wealth Advisors
Tennessee
$4.58K
BBPWM
881
Blue Bell Private Wealth Management
Pennsylvania
$4.38K
BC
882
Bartlett & Co
Ohio
$4K -$6.74K -32 -63%
BCWM
883
Bartlett & Co Wealth Management
Ohio
$3.78K -$6.37K -32 -63%
SIS
884
Sound Income Strategies
Florida
$3.58K +$1.59K +8 +80%
Commonwealth Equity Services
885
Commonwealth Equity Services
Massachusetts
$3.56K -$53 -264 -1%
RTL
886
Red Tortoise LLC
Georgia
$3.38K
WB
887
Webster Bank
Connecticut
$3.18K
DI
888
Disciplined Investments
Oklahoma
$3.18K +$796 +4 +33%
HWA
889
Heritage Wealth Advisors
Virginia
$2.98K -$38.8K -195 -93%
TFM
890
TFC Financial Management
Massachusetts
$2.79K
BAAM
891
Baker Avenue Asset Management
California
$2.78K -$795 -4 -22%
AssetMark Inc
892
AssetMark Inc
California
$2.59K -$398 -2 -13%
VFA
893
Values First Advisors
Tennessee
$2.47K +$2.47K +12 New
NC
894
NewSquare Capital
Pennsylvania
$2.39K
LF
895
Lee Financial
Texas
$2.19K -$398 -2 -15%
SIA
896
SkyView Investment Advisors
New Jersey
$2K +$2K +10 New
SIC
897
SJS Investment Consulting
Ohio
$1.99K -$796 -4 -29%
CTB
898
Country Trust Bank
Illinois
$1.99K
WP
899
WealthPLAN Partners
Nebraska
$1.99K +$1.99K +10 New
FGAM
900
Financial Gravity Asset Management
Texas
$1.99K +$1.99K +199 New