1,013 hedge funds and large institutions have $33.3B invested in IQVIA in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 325 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
101
Increased
433
Reduced
325
Closed
84
Calls
$170M
Puts
$287M
Net Calls
-$117M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
901
Magellan Asset Management
Australia
$28.3K
UB
902
UMB Bank
Missouri
$28.1K +$5.29K +25 +23%
BLC
903
Brown, Lisle/Cummings
Rhode Island
$27.9K
OWA
904
Opal Wealth Advisors
New York
$27.3K +$27.3K +129 New
RTC
905
Riverview Trust Company
Washington
$26.9K
FMII
906
Farmers & Merchants Investments Inc
Nebraska
$26.4K
VCM
907
Versant Capital Management
Arizona
$26.4K +$23.3K +110 +733%
RA
908
Rise Advisors
New York
$26.2K
AAP
909
Arax Advisory Partners
Colorado
$25.4K +$25.4K +120 New
CP
910
Castleview Partners
Texas
$25.4K
GWSA
911
Global Wealth Strategies & Associates
Colorado
$25K
DJSG
912
D.J. St. Germain
Massachusetts
$24.3K
HI
913
Harbour Investments
Wisconsin
$21.6K -$3.59K -17 -14%
BCM
914
Blume Capital Management
California
$21.1K
CB
915
Community Bank
New York
$21.1K
DSC
916
Duncker Streett & Co
Missouri
$21.1K
Jones Financial Companies
917
Jones Financial Companies
Missouri
$21.1K +$13.5K +64 +178%
OW
918
Olistico Wealth
Oklahoma
$21.1K +$21.1K +100 New
JWA
919
JFS Wealth Advisors
Pennsylvania
$19.7K +$423 +2 +2%
CUAMC
920
China Universal Asset Management Company
China
$17.8K
CB
921
CNB Bank
Pennsylvania
$17.1K
WWP
922
WR Wealth Planners
Missouri
$15.6K +$2.54K +12 +19%
AWM
923
Avior Wealth Management
Nebraska
$15.6K -$40.6K -192 -72%
CWC
924
Carolinas Wealth Consulting
North Carolina
$15K -$30.2K -143 -67%
OLVIG
925
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K