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 %
LFG
926
Larson Financial Group
Missouri
$12.9K -$2.28K -9 -15%
FFA
927
Frazier Financial Advisors
Ohio
$12.6K
IBOK
928
Independence Bank of Kentucky
Kentucky
$12.6K
CA
929
CoreCap Advisors
Michigan
$12.1K +$12.1K +48 New
GKIM
930
GW&K Investment Management
Massachusetts
$12K -$4.09K -16 -25%
TC
931
Truvestments Capital
Florida
$11.4K +$11.4K +45 New
RWM
932
Ruedi Wealth Management
Illinois
$11.4K +$11.4K +45 New
VWM
933
Venturi Wealth Management
Texas
$10.9K +$5.31K +21 +95%
EBA
934
Eagle Bay Advisors
New York
$10.9K +$1.77K +7 +19%
CYG
935
Clean Yield Group
Vermont
$10.6K
MAM
936
Meeder Asset Management
Ohio
$10.6K +$10.6K +42 New
BSB
937
Bangor Savings Bank
Maine
$10.1K
BIA
938
Bell Investment Advisors
California
$10.1K +$506 +2 +5%
CFD
939
Creative Financial Designs
Indiana
$9.86K
Jones Financial Companies
940
Jones Financial Companies
Missouri
$9.1K -$7.84K -31 -46%
HDIM
941
Hanson & Doremus Investment Management
Vermont
$9K
CAM
942
Close Asset Management
United Kingdom
$9K
VNA
943
Valley National Advisers
Pennsylvania
$9K +$1K +4 +13%
BTI
944
Blue Trust Inc
Georgia
$8.85K -$12.6K -50 -59%
HGERS
945
Householder Group Estate & Retirement Specialist
Arizona
$8.85K
CWA
946
Carolina Wealth Advisors
South Carolina
$8.35K
PC
947
Pier Capital
Connecticut
$7.59K
DAM
948
Delta Asset Management
Tennessee
$7.59K
TIM
949
Tortoise Investment Management
New York
$7.59K
PWMG
950
Prestige Wealth Management Group
New Jersey
$7.59K