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 %
CFB
976
Cullen/Frost Bankers
Texas
$3.29K
AssetMark Inc
977
AssetMark Inc
California
$3.04K -$11.4K -45 -79%
NC
978
NewSquare Capital
Pennsylvania
$3.04K
CSC
979
Caldwell Sutter Capital
California
$3.04K
IRC
980
Investors Research Corp
Georgia
$2.78K
PWMG
981
Private Wealth Management Group
New Jersey
$2.53K
HFS
982
Horizon Financial Services
North Carolina
$2.53K +$2.53K +10 New
S
983
Sachetta
Massachusetts
$2.31K
FSWA
984
Financial Synergies Wealth Advisors
Texas
$2.28K +$253 +1 +13%
RS
985
Rakuten Securities
Japan
$2.02K -$1.77K -7 -47%
EC
986
EntryPoint Capital
New York
$1.77K -$22.5K -89 -93%
NSIM
987
North Star Investment Management
Illinois
$1.77K
CPG
988
Cornerstone Planning Group
New Jersey
$1.56K +$1.34K +6 +600%
TCA
989
Trifecta Capital Advisors
Illinois
$1.52K
TWD
990
True Wealth Design
Ohio
$1.52K +$759 +3 +100%
RFS
991
Richardson Financial Services
Massachusetts
$1.52K +$1.52K +6 New
ECM
992
Everence Capital Management
Indiana
$1.44K
Group One Trading
993
Group One Trading
Illinois
$1.26K -$44.2K -175 -97%
TCM
994
TD Capital Management
Tennessee
$1.26K +$1.26K +5 New
CAC
995
Core Alternative Capital
Georgia
$1.01K -$14.9K -59 -94%
WPA
996
West Paces Advisors
Georgia
$1.01K
SSB
997
Sandy Spring Bank
Maryland
$1.01K
NL
998
NVWM LLC
Pennsylvania
$1.01K +$1.01K +4 New
MIFH
999
Migdal Insurance & Financial Holdings
Israel
$1K +$1K +2 New
GFPC
1000
Global Financial Private Client
Florida
$995