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 %
DSC
901
Duncker Streett & Co
Missouri
$25.3K
BCM
902
Blume Capital Management
California
$25.3K
CB
903
Community Bank
New York
$25.3K
CBT
904
Central Bank & Trust
Kentucky
$23.8K -$18.7K -74 -44%
JWA
905
JFS Wealth Advisors
Pennsylvania
$23K +$1.01K +4 +5%
CUAMC
906
China Universal Asset Management Company
China
$21.2K
FWM
907
FSA Wealth Management
Massachusetts
$20.5K
CB
908
CNB Bank
Pennsylvania
$20.5K +$13.4K +53 +189%
BWL
909
Bogart Wealth LLC
Virginia
$18.5K
OLVIG
910
Oliver Lagore Vanvalin Investment Group
Michigan
$17.2K
RTL
911
Red Tortoise LLC
Georgia
$16.9K +$12.6K +50 +294%
MSG
912
Main Street Group
Virginia
$16.9K
GXJ
913
Global X Japan
Japan
$16.4K -$2.78K -11 -14%
ME
914
McIlrath & Eck
Washington
$16.4K
CMA
915
Cedar Mountain Advisors
Oregon
$16.4K
EL
916
EMFO LLC
Florida
$16.4K
TSWM
917
Tyler-Stone Wealth Management
Ohio
$16.4K
ADL
918
Asset Dedication LLC
California
$16K
MCM
919
Manchester Capital Management
Vermont
$15.7K +$253 +1 +2%
WWP
920
WR Wealth Planners
Missouri
$15.7K +$15.7K +62 New
FG
921
Fairman Group
Pennsylvania
$15.4K
FMP
922
Financial Management Professionals
Texas
$15K -$8.85K -36 -37%
NFSG
923
Newbridge Financial Services Group
Florida
$13.9K -$3.29K -13 -19%
SL
924
Salomon & Ludwin
Virginia
$13.9K +$6.83K +27 +96%
AF
925
Advisornet Financial
Minnesota
$13.4K -$18K -71 -57%