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 %
CSC
926
Caldwell Sutter Capital
California
$2.78K -$2.08K -9 -43%
NC
927
NewSquare Capital
Pennsylvania
$2.78K
CAM
928
ClariVest Asset Management
California
$2.55K +$696 +3 +38%
LF
929
Lee Financial
Texas
$2.55K
IRC
930
Investors Research Corp
Georgia
$2.55K
S
931
Sachetta
Massachusetts
$2.31K +$2.31K +10 New
PWMG
932
Private Wealth Management Group
New Jersey
$2.31K +$2.31K +10 New
RFG
933
RFP Financial Group
Georgia
$2.08K
PWA
934
Provenance Wealth Advisors
Florida
$2.08K +$2.08K +9 New
AW
935
Avion Wealth
Texas
$2K -$200 -1 -9%
FSWA
936
Financial Synergies Wealth Advisors
Texas
$1.64K +$205 +1 +14%
NSIM
937
North Star Investment Management
Illinois
$1.62K
TCA
938
Trifecta Capital Advisors
Illinois
$1.39K -$695 -3 -33%
TFGT
939
TS Financial Group (TSFG)
Illinois
$1K -$1.17K -7 -54%
SSB
940
Sandy Spring Bank
Maryland
$926
GFPC
941
Global Financial Private Client
Florida
$926
WPA
942
West Paces Advisors
Georgia
$926 +$926 +4 New
TWD
943
True Wealth Design
Ohio
$695
BHWM
944
Beaird Harris Wealth Management
Texas
$695 +$695 +3 New
WA
945
WestEnd Advisors
North Carolina
$694
CWM
946
CarsonAllaria Wealth Management
Illinois
$694
AWM
947
Able Wealth Management
New Jersey
$694 +$694 +3 New
EWM
948
Evermay Wealth Management
Virginia
$463 +$463 +2 New
SWA
949
SOA Wealth Advisors
New York
$231
CPG
950
Cornerstone Planning Group
New Jersey
$231