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 %
BBPWM
1001
Blue Bell Private Wealth Management
Pennsylvania
$5.21K
RBC
1002
Roble Belko & Company
Pennsylvania
$5K
SIC
1003
SJS Investment Consulting
Ohio
$4.74K +$474 +2 +11%
DPW
1004
DiNuzzo Private Wealth
Pennsylvania
$4.27K
SC
1005
SouthState Corp
Florida
$4.27K
TCOV
1006
Trust Company of Vermont
Vermont
$4.27K +$1.19K +5 +38%
TFM
1007
TFC Financial Management
Massachusetts
$4.03K
WCM
1008
Westend Capital Management
California
$4.03K
WB
1009
Webster Bank
Connecticut
$3.79K
PA
1010
Pineridge Advisors
Missouri
$3.56K
HWP
1011
Highline Wealth Partners
California
$3.32K +$3.32K +14 New
UOTTAIMCU
1012
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.84K -$31.5K -133 -92%
CSC
1013
Caldwell Sutter Capital
California
$2.84K
FCAS
1014
First Command Advisory Services
Texas
$2.84K +$2.84K +12 New
IRC
1015
Investors Research Corp
Georgia
$2.61K
PWMG
1016
Private Wealth Management Group
New Jersey
$2.61K +$237 +1 +10%
HFS
1017
Horizon Financial Services
North Carolina
$2.37K
CAM
1018
ClariVest Asset Management
California
$2.33K
RFS
1019
Richardson Financial Services
Massachusetts
$2.22K +$887 +4 +67%
TWD
1020
True Wealth Design
Ohio
$2.13K +$237 +1 +13%
PFG
1021
Peterson Financial Group
Iowa
$2.13K +$2.13K +9 New
FCM
1022
Fourpath Capital Management
Oklahoma
$2.13K +$2.13K +9 New
RAM
1023
Riggs Asset Management
Pennsylvania
$1.9K +$1.42K +6 +300%
SWC
1024
Spectrum Wealth Counsel
Indiana
$1.9K +$1.9K +8 New
GBT
1025
Grove Bank & Trust
Florida
$1.66K +$1.66K +7 New