1,050 hedge funds and large institutions have $36.5B invested in IQVIA in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 436 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
15.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
109
Increased
436
Reduced
357
Closed
62
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
901
Chilton Capital Management
Texas
$62.3K +$25.4K +107 +69%
CPBTD
902
Central Pacific Bank - Trust Division
Hawaii
$59K -$399K -1,685 -87%
AWM
903
AllSquare Wealth Management
New York
$59K
C
904
Covestor
United Kingdom
$59K +$15.1K +63 +34%
MAM
905
Meeder Asset Management
Ohio
$58.1K +$45.3K +191 +354%
BGAI
906
Bruce G. Allen Investments
Colorado
$58.1K +$52.8K +223 +1,014%
ATS
907
Ashton Thomas Securities
New York
$57.1K +$57.1K +241 New
CWP
908
Concord Wealth Partners
Virginia
$57.1K +$57.1K +241 New
UB
909
UMB Bank
Missouri
$55K +$23.5K +99 +74%
AssetMark Inc
910
AssetMark Inc
California
$54K +$46.4K +196 +613%
IBOK
911
Independence Bank of Kentucky
Kentucky
$52.4K +$40.5K +171 +342%
MCM
912
Manchester Capital Management
Vermont
$51.2K +$13K +55 +34%
QC
913
Quent Capital
New York
$48.1K
LOIP
914
Live Oak Investment Partners
Texas
$47.9K -$42.7K
VCM
915
Versant Capital Management
Arizona
$47.9K +$18.2K +77 +62%
WI
916
Wintrust Investments
Illinois
$46K -$415K -1,777 -90%
RIL
917
Rothschild Investment LLC
Illinois
$43.6K -$3.79K -16 -8%
DMBA
918
Deseret Mutual Benefit Administrators
Utah
$42.7K
SNB
919
Security National Bank
Nebraska
$42.2K
CFO
920
CVA Family Office
Colorado
$42.2K +$3.08K +13 +8%
HWM
921
Hemington Wealth Management
Virginia
$42K +$42K +208 New
CFD
922
Creative Financial Designs
Indiana
$41.2K +$4.03K +17 +11%
JSAM
923
J. Safra Asset Management
New York
$41.1K +$1.17K +5 +3%
AAP
924
Arax Advisory Partners
Colorado
$41K +$12.6K +53 +44%
VWM
925
Venturi Wealth Management
Texas
$39.8K +$4.27K +18 +12%