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 %
Walleye Capital
951
Walleye Capital
New York
$7.59K +$7.59K +30 New
AP
952
Aspect Partners
Virginia
$7.33K
BCMLT
953
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.33K +$7.33K +29 New
CMP
954
Coston McIsaac & Partners
Maine
$7K
MFT
955
Moisand Fitzgerald Tamayo
Florida
$6.83K
CAL
956
Capital Advisors Ltd
Ohio
$6K +$783 +3 +15%
HWA
957
HHM Wealth Advisors
Tennessee
$5.82K
MRCM
958
M&R Capital Management
New Jersey
$5.82K
FRA
959
Front Row Advisors
California
$5.82K +$5.82K +23 New
AWM
960
Abound Wealth Management
Tennessee
$5.66K -$515 -2 -8%
BBPWM
961
Blue Bell Private Wealth Management
Pennsylvania
$5.56K
BGAI
962
Bruce G. Allen Investments
Colorado
$5.31K
ITIM
963
Indiana Trust & Investment Management
Indiana
$5.31K
OP
964
ORG Partners
Indiana
$5.23K -$98.5K -396 -95%
RBC
965
Roble Belko & Company
Pennsylvania
$5K
AW
966
Avion Wealth
Texas
$5K +$1.88K +6 +60%
SWS
967
SYSTM Wealth Solutions
Illinois
$4.81K
TFM
968
TFC Financial Management
Massachusetts
$4.55K +$253 +1 +6%
WCM
969
Westend Capital Management
California
$4.3K +$4.3K +17 New
CAM
970
ClariVest Asset Management
California
$4.3K +$1.52K +6 +55%
WB
971
Webster Bank
Connecticut
$4.05K
DF
972
Dunhill Financial
United Kingdom
$3.87K +$516 +2 +15%
DPW
973
DiNuzzo Private Wealth
Pennsylvania
$3.79K
PA
974
Pineridge Advisors
Missouri
$3.79K -$17.7K -70 -82%
VCM
975
Versant Capital Management
Arizona
$3.79K