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 %
WA
1001
WestEnd Advisors
North Carolina
$759
CWM
1002
CarsonAllaria Wealth Management
Illinois
$759
BHWM
1003
Beaird Harris Wealth Management
Texas
$759
BBHC
1004
Brown Brothers Harriman & Co
New York
$253 -$130K -512 -100%
SWA
1005
SOA Wealth Advisors
New York
$253
RAM
1006
Riggs Asset Management
Pennsylvania
$253 +$253 +1 New
MA
1007
MCF Advisors
Kentucky
$253 +$253 +1 New
FGAM
1008
Financial Gravity Asset Management
Texas
$41
DWM
1009
Dogwood Wealth Management
Kansas
$5 -$7
UE
1010
Unisphere Establishment
Liechtenstein
-$185M -800,000 Closed
TGA
1011
TPG GP A
Texas
-$92.2M -398,387 Closed
CCM
1012
Cadian Capital Management
New York
-$70.1M -303,000 Closed
FCM
1013
Frontier Capital Management
Massachusetts
-$40.1M -173,469 Closed
TG
1014
TCW Group
California
-$39.1M -168,964 Closed
PCH
1015
Polar Capital Holdings
United Kingdom
-$19.7M -84,967 Closed
CWM
1016
Curi Wealth Management
North Carolina
-$11.3M -48,829 Closed
PWAM
1017
Park West Asset Management
California
-$8.39M -36,250 Closed
PMAM
1018
Picton Mahoney Asset Management
Ontario, Canada
-$6.93M -29,938 Closed
CGA
1019
Compound Global Advisors
Washington
-$5.78M -25,001 Closed
LCI
1020
L1 Capital International
Australia
-$5.01M -21,655 Closed
Simplex Trading
1021
Simplex Trading
Illinois
-$3.89M -16,813 Closed
LOAME
1022
Lombard Odier Asset Management (Europe)
United Kingdom
-$3.77M -16,302 Closed
GSWM
1023
Greenup Street Wealth Management
Michigan
-$2.58M -11,132 Closed
FI
1024
FJ Investments
Utah
-$1.1M -4,741 Closed
VI
1025
Versor Investments
New York
-$879K -3,800 Closed