918 hedge funds and large institutions have $33.2B invested in IQVIA in 2022 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 309 increasing their positions, 370 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
+34
Holders Change %
+3.85%
% of All Funds
14.81%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
117
Increased
309
Reduced
370
Closed
67
Calls
$39.8M
Puts
$40M
Net Calls
-$245K
Net Calls Change
+$41.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FSWA
901
Financial Synergies Wealth Advisors
Texas
$1.64K +$615 +3 +60%
CFB
902
Cullen/Frost Bankers
Texas
$1.43K
NSIM
903
North Star Investment Management
Illinois
$1.43K +$1.43K +7 New
BWM
904
BerganKDV Wealth Management
Minnesota
$1.23K
TCA
905
Trifecta Capital Advisors
Illinois
$1.23K +$1.23K +6 New
ECM
906
Everence Capital Management
Indiana
$1.17K -$449 -2,190 -28%
WWM
907
Wolff Wiese Magana
California
$1.02K +$819 +4 +400%
RCC
908
Red Cedar Capital
Nebraska
$1K
CWM
909
CarsonAllaria Wealth Management
Illinois
$1K
TFGT
910
TS Financial Group (TSFG)
Illinois
$1K
MYAM
911
Meiji Yasuda Asset Management
Japan
$931 -$26 -127 -3%
AA
912
Addison Advisors
Vermont
$820
GFPC
913
Global Financial Private Client
Florida
$820
FWA
914
Freedom Wealth Alliance
Wisconsin
$820 +$820 +4 New
TWD
915
True Wealth Design
Ohio
$615 +$615 +3 New
WA
916
WestEnd Advisors
North Carolina
$410
JWM
917
Janiczek Wealth Management
Colorado
$220
SWA
918
SOA Wealth Advisors
New York
$205
CMP
919
Coston McIsaac & Partners
Maine
$5
HL
920
Harding Loevner
New Jersey
-$124M -684,784 Closed
Marshall Wace
921
Marshall Wace
United Kingdom
-$75.7M -417,789 Closed
OCM
922
Oribel Capital Management
New York
-$17.4M -96,200 Closed
JAM
923
Jupiter Asset Management
United Kingdom
-$10.7M -59,077 Closed
PHK
924
Point72 Hong Kong
Hong Kong
-$9.43M -52,062 Closed
JF
925
Jump Financial
Illinois
-$7.24M -39,949 Closed