1,050 hedge funds and large institutions have $36.5B invested in IQVIA in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 436 increasing their positions, 357 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+37
Holders Change %
+3.65%
% of All Funds
15.19%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
109
Increased
436
Reduced
357
Closed
62
Calls
$208M
Puts
$234M
Net Calls
-$26.1M
Net Calls Change
+$91M
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
976
Bangor Savings Bank
Maine
$9.48K
CPG
977
Cornerstone Planning Group
New Jersey
$9.09K +$7.36K +34 +425%
GSEP
978
Golden State Equity Partners
California
$9K +$9K +38 New
CAL
979
Capital Advisors Ltd
Ohio
$9K +$500 +2 +6%
BIA
980
Bell Investment Advisors
California
$8.77K
AF
981
Advisornet Financial
Minnesota
$8.53K -$2.37K -10 -22%
CA
982
CoreCap Advisors
Michigan
$8.29K -$3.32K -14 -29%
NIC
983
Northwest Investment Counselors
Oregon
$8.06K +$8.06K +34 New
CAM
984
Close Asset Management
United Kingdom
$8K
CWA
985
Carolina Wealth Advisors
South Carolina
$7.82K
CFB
986
Cullen/Frost Bankers
Texas
$7.35K -$474 -2 -6%
PWMG
987
Prestige Wealth Management Group
New Jersey
$7.11K
PC
988
Pier Capital
Connecticut
$7.11K
DAM
989
Delta Asset Management
Tennessee
$7.11K
TIM
990
Tortoise Investment Management
New York
$7.11K
AP
991
Aspect Partners
Virginia
$6.87K
PCMC
992
Planning Capital Management Corporation
Pennsylvania
$6.64K +$6.64K +28 New
DIP
993
DT Investment Partners
Pennsylvania
$6.64K +$6.64K +28 New
MFT
994
Moisand Fitzgerald Tamayo
Florida
$6.4K
AW
995
Avion Wealth
Texas
$6K +$2.31K +10 +63%
CWC
996
Carolinas Wealth Consulting
North Carolina
$5.69K -$11.1K -47 -66%
S
997
Sachetta
Massachusetts
$5.69K +$1.19K +5 +26%
HWA
998
HHM Wealth Advisors
Tennessee
$5.45K
MRCM
999
M&R Capital Management
New Jersey
$5.45K
AWM
1000
Abound Wealth Management
Tennessee
$5.3K