919 hedge funds and large institutions have $32.5B invested in IQVIA in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 352 increasing their positions, 341 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
14.71%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.3%
New
86
Increased
352
Reduced
341
Closed
65
Calls
$81.2M
Puts
$61.4M
Net Calls
+$19.8M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
951
Colony Group
Massachusetts
-$342K -1,667 Closed
FL
952
Fort LP
Maryland
-$276K -1,346 Closed
PWS
953
Precision Wealth Strategies
Missouri
-$264K -1,287 Closed
FPWM
954
FSB Premier Wealth Management
Iowa
-$263K -1,284 Closed
AG
955
Algert Global
California
-$225K -1,100 Closed
GIA
956
Gateway Investment Advisers
Ohio
-$210K -1,027 Closed
CAC
957
Cowen and Company
New York
-$209K -1,020 Closed
NP
958
NorthRock Partners
Minnesota
-$204K -998 Closed
LRIA
959
Leonard Rickey Investment Advisors
Washington
-$204K -998 Closed
FWIA
960
Fort Washington Investment Advisors
Ohio
-$204K -993 Closed
MCM
961
MAI Capital Management
Ohio
-$202K -984 Closed
CW
962
Cook Wealth
North Carolina
-$201K -980 Closed
OWA
963
One Wealth Advisors
California
-$103K -502 Closed
AWM
964
Activest Wealth Management
Florida
-$93.8K -458 Closed
GPI
965
General Partner Inc
Pennsylvania
-$89.5K -437 Closed
IGWM
966
ICA Group Wealth Management
Colorado
-$71.1K -347 Closed
PI
967
PEAK6 Investments
Illinois
-$70.9K -346 Closed
CM
968
Cornerstone Management
Georgia
-$54.1K -264 Closed
MWC
969
MBM Wealth Consultants
Missouri
-$51K -251 Closed
GMA
970
Glassy Mountain Advisors
Maryland
-$31.3K -153 Closed
CS
971
Comerica Securities
Michigan
-$10.4K -51 Closed
CA
972
Corrado Advisors
New Jersey
-$10.2K -50 Closed
AWM
973
Accurate Wealth Management
Florida
-$9.91K -46 Closed
OIA
974
Optimum Investment Advisors
Illinois
-$8.4K -41 Closed
FA
975
Fiduciary Alliance
South Carolina
-$7.99K -39 Closed