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 %
RFG
901
RFP Financial Group
Georgia
$1.79K
FSWA
902
Financial Synergies Wealth Advisors
Texas
$1.59K
BWM
903
BerganKDV Wealth Management
Minnesota
$1.59K +$398 +2 +33%
CFB
904
Cullen/Frost Bankers
Texas
$1.39K
NSIM
905
North Star Investment Management
Illinois
$1.39K
TCA
906
Trifecta Capital Advisors
Illinois
$1.19K
AWM
907
Avior Wealth Management
Nebraska
$1.19K +$1.19K +6 New
MBFW
908
Morton Brown Family Wealth
Pennsylvania
$1.19K +$1.19K +6 New
ECM
909
Everence Capital Management
Indiana
$1.13K
CAL
910
Capital Advisors Ltd
Ohio
$1K -$1.6K -8 -62%
TFGT
911
TS Financial Group (TSFG)
Illinois
$1K
WWM
912
Wolff Wiese Magana
California
$995
GFPC
913
Global Financial Private Client
Florida
$800
TWA
914
TCI Wealth Advisors
Arizona
$796 -$4.58K -23 -85%
SSB
915
Sandy Spring Bank
Maryland
$796 +$796 +4 New
UFF
916
USA Financial Formulas
Michigan
$796 +$796 +4 New
CWM
917
CarsonAllaria Wealth Management
Illinois
$597
TWD
918
True Wealth Design
Ohio
$597
CSC
919
Caldwell Sutter Capital
California
$597 +$597 +3 New
WA
920
WestEnd Advisors
North Carolina
$398 -$410 -2 Closed
SWA
921
SOA Wealth Advisors
New York
$199
ZIG
922
Zurich Insurance Group
Switzerland
-$47.5M -231,675 Closed
EC
923
Eminence Capital
New York
-$45M -219,794 Closed
QIM
924
Quest Investment Management
Oregon
-$13.5M -65,863 Closed
BCI
925
Brinker Capital Investments
Pennsylvania
-$12.3M -60,073 Closed