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 %
HCP
876
Hexagon Capital Partners
Arkansas
$13.9K -$4.63K -20 -25%
LFG
877
Larson Financial Group
Missouri
$13.9K
AssetMark Inc
878
AssetMark Inc
California
$13.2K +$8.1K +35 +159%
IBOK
879
Independence Bank of Kentucky
Kentucky
$11.6K +$5.79K +25 +100%
FFA
880
Frazier Financial Advisors
Ohio
$11.6K +$11.6K +50 New
BWM
881
BKM Wealth Management
Wisconsin
$10.4K +$10.4K +45 New
AFWM
882
Abich Financial Wealth Management
Virginia
$9.95K +$9.95K +43 New
CYG
883
Clean Yield Group
Vermont
$9.72K -$16.7K -72 -63%
BSB
884
Bangor Savings Bank
Maine
$9.26K
CFD
885
Creative Financial Designs
Indiana
$9.02K
AWM
886
Avior Wealth Management
Nebraska
$9.02K
BIA
887
Bell Investment Advisors
California
$8.79K +$2.55K +11 +41%
EBA
888
Eagle Bay Advisors
New York
$8.33K -$2.55K -11 -23%
NFA
889
Northwest Financial Advisors
Virginia
$8.1K +$8.1K +35 New
HGERS
890
Householder Group Estate & Retirement Specialist
Arizona
$8K
HDIM
891
Hanson & Doremus Investment Management
Vermont
$8K
CAM
892
Close Asset Management
United Kingdom
$8K
CWA
893
Carolina Wealth Advisors
South Carolina
$7.64K
PIM
894
Plato Investment Management
Australia
$7.4K +$7.4K +32 New
VNA
895
Valley National Advisers
Pennsylvania
$7K +$4.81K +22 +220%
PWMG
896
Prestige Wealth Management Group
New Jersey
$6.94K -$2.55K -11 -27%
TIM
897
Tortoise Investment Management
New York
$6.94K -$694 -3 -9%
DAM
898
Delta Asset Management
Tennessee
$6.94K
PC
899
Pier Capital
Connecticut
$6.94K +$2.78K +12 +67%
AP
900
Aspect Partners
Virginia
$6.71K +$6.71K +29 New