1,050 hedge funds and large institutions have $36.5B invested in IQVIA in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 436 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
15.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
109
Increased
436
Reduced
357
Closed
62
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Shares
Change %
SOW
876
State of Wyoming
Wyoming
$132K -$96.2K -406 -42%
LJHT
877
Laurie J. Hall Trustee
$128K
OP
878
ORG Partners
Indiana
$123K
SWM
879
Spire Wealth Management
Virginia
$122K -$49.1K -207 -29%
PTC
880
Private Trust Company
Ohio
$115K +$11.1K +47 +11%
PFBT
881
Parkside Financial Bank & Trust
Missouri
$111K -$3.79K -16 -3%
EFMH
882
E Fund Management (HK)
Hong Kong
$111K +$111K +468 New
LI
883
LRI Investments
Florida
$111K +$108K +23,169 +3,543%
CTA
884
Colonial Trust Advisors
South Carolina
$107K
LFG
885
Larson Financial Group
Missouri
$102K +$90K +380 +745%
CCA
886
Catalyst Capital Advisors
New York
$101K +$101K +425 New
FFA
887
Farther Finance Advisors
California
$96.4K +$25.1K +106 +35%
HPC
888
HM Payson & Co
Maine
$95K +$237 +1 +0.3%
AWM
889
Activest Wealth Management
Florida
$94.8K +$94.8K +400 New
PAM
890
Paradigm Asset Management
New York
$94.3K
ACA
891
Atlas Capital Advisors
Wyoming
$92.4K +$21.3K +90 +30%
CT
892
Clearstead Trust
Maine
$85.3K
CAS
893
Coppell Advisory Solutions
Texas
$84.5K -$8.45K -36 -9%
CT
894
Colonial Trust
South Carolina
$80.8K +$14.7K +62 +22%
HT
895
Headlands Technologies
Illinois
$79.9K -$1.14M -4,819 -93%
BHWM
896
Bay Harbor Wealth Management
Maryland
$76.5K -$2.37K -10 -3%
MCM
897
MV Capital Management
Maryland
$75.6K +$3.08K +13 +4%
GWSG
898
GPS Wealth Strategies Group
Colorado
$74.2K
PBK
899
Peoples Bank (Kansas)
Kansas
$71.6K -$8.29K -35 -10%
BWP
900
Baldwin Wealth Partners
Massachusetts
$70.4K +$70.4K +297 New