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 %
CB
901
CNB Bank
Pennsylvania
$6.48K
MFT
902
Moisand Fitzgerald Tamayo
Florida
$6.25K
CMP
903
Coston McIsaac & Partners
Maine
$6K
AWM
904
Abound Wealth Management
Tennessee
$5.55K -$1.62K -7 -23%
MTIC
905
Missouri Trust & Investment Company
Missouri
$5.55K
SL
906
Salomon & Ludwin
Virginia
$5.51K
PP
907
PFS Partners
New Jersey
$5.32K
HWA
908
HHM Wealth Advisors
Tennessee
$5.32K
MRCM
909
M&R Capital Management
New Jersey
$5.32K +$5.32K +23 New
VWM
910
Venturi Wealth Management
Texas
$5.09K -$463 -2 -8%
BBPWM
911
Blue Bell Private Wealth Management
Pennsylvania
$5.09K
CAL
912
Capital Advisors Ltd
Ohio
$5K -$750 -3 -13%
RBC
913
Roble Belko & Company
Pennsylvania
$5K
ITIM
914
Indiana Trust & Investment Management
Indiana
$4.86K +$4.86K +21 New
BGAI
915
Bruce G. Allen Investments
Colorado
$4.86K +$4.86K +21 New
SWS
916
SYSTM Wealth Solutions
Illinois
$4.4K +$4.4K +19 New
TFM
917
TFC Financial Management
Massachusetts
$3.93K -$694 -3 -15%
RTL
918
Red Tortoise LLC
Georgia
$3.93K
WB
919
Webster Bank
Connecticut
$3.7K
VCM
920
Versant Capital Management
Arizona
$3.47K +$1.85K +8 +114%
DPW
921
DiNuzzo Private Wealth
Pennsylvania
$3.47K +$3.47K +15 New
RS
922
Rakuten Securities
Japan
$3.47K +$3.47K +15 New
DF
923
Dunhill Financial
United Kingdom
$3.05K +$3.05K +13 New
SIC
924
SJS Investment Consulting
Ohio
$3.01K -$463 -2 -13%
CFB
925
Cullen/Frost Bankers
Texas
$3.01K +$3.01K +13 New