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 %
LS
876
Livforsakringsbolaget Skandia
Sweden
$58.9K
SIC
877
SJS Investment Consulting
Ohio
$55.1K +$51.8K +205 +1,577%
CWC
878
Carolinas Wealth Consulting
North Carolina
$54.1K +$23.3K +92 +75%
QC
879
Quent Capital
New York
$51.3K +$4.81K +19 +10%
CFM
880
Catalyst Funds Management
Australia
$50.6K +$50.6K +200 New
CT
881
Colonial Trust
South Carolina
$50.3K
AWM
882
AllSquare Wealth Management
New York
$45.8K
DMBA
883
Deseret Mutual Benefit Administrators
Utah
$45.5K
SNB
884
Security National Bank
Nebraska
$45K
CFO
885
CVA Family Office
Colorado
$42.2K -$4.55K -18 -10%
QL
886
Quarry LP
New York
$42K +$23.5K +93 +127%
RIL
887
Rothschild Investment LLC
Illinois
$41.2K +$1.01K +4 +3%
C
888
Covestor
United Kingdom
$39K +$12.2K +48 +45%
SS
889
Sunbelt Securities
Texas
$35.4K
MAM
890
Magellan Asset Management
Australia
$33.9K
BLC
891
Brown, Lisle/Cummings
Rhode Island
$33.4K
RTC
892
Riverview Trust Company
Washington
$32.1K +$32.1K +127 New
FMII
893
Farmers & Merchants Investments Inc
Nebraska
$31.6K
RA
894
Rise Advisors
New York
$31.4K +$31.4K +124 New
CP
895
Castleview Partners
Texas
$30.3K
HI
896
Harbour Investments
Wisconsin
$30.1K +$2.28K +9 +8%
GWSA
897
Global Wealth Strategies & Associates
Colorado
$29.8K
DJSG
898
D.J. St. Germain
Massachusetts
$29.1K -$8.09K -32 -22%
UB
899
UMB Bank
Missouri
$27.3K +$1.52K +6 +6%
SOS
900
Silver Oak Securities
Tennessee
$26.8K -$692K -2,738 -96%