950 hedge funds and large institutions have $38.6B invested in IQVIA in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 275 increasing their positions, 421 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
950
Holders Change
+14
Holders Change %
+1.5%
% of All Funds
13.93%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
129
Increased
275
Reduced
421
Closed
101
Calls
$215M
Puts
$230M
Net Calls
-$14.2M
Net Calls Change
-$7.12M
Name Holding Trade Value Shares
Change
Shares
Change %
AFT
1026
Alpha Family Trust
California
-$240K -1,220 Closed
TH
1027
TCTC Holdings
Texas
-$97.6K -496 Closed
BAAM
1028
Baker Avenue Asset Management
California
-$69.8K -355 Closed
SLF
1029
Sun Life Financial
Ontario, Canada
-$57K -289 Closed
CWP
1030
Concord Wealth Partners
Virginia
-$55.1K -280 Closed
Twin Tree Management
1031
Twin Tree Management
Texas
-$48.8K -248 Closed
CBT
1032
CoreFirst Bank & Trust
Kansas
-$44.3K -225 Closed
BCM
1033
BluePath Capital Management
Georgia
-$23.6K -120 Closed
VAG
1034
VisionPoint Advisory Group
Texas
-$23.6K -120 Closed
EARNEST Partners
1035
EARNEST Partners
Georgia
-$17.9K -91 Closed
RTC
1036
Riverview Trust Company
Washington
-$16.7K -85 Closed
CT
1037
Cambridge Trust
Massachusetts
-$15.3K -78 Closed
RA
1038
Rational Advisors
New York
-$14.8K -66 Closed
WWP
1039
WR Wealth Planners
Missouri
-$11.2K -57 Closed
HI
1040
Hoey Investments
Pennsylvania
-$10.6K -54 Closed
RAM
1041
Riggs Asset Management
Pennsylvania
-$9.84K -50 Closed
BCMLT
1042
Beacon Capital Management LLC (Tennessee)
Tennessee
-$11.2K -50 Closed
RL
1043
Rogco LP
Oklahoma
-$7.87K -40 Closed
CHC
1044
City Holding Co
West Virginia
-$7.28K -37 Closed
FRA
1045
Front Row Advisors
California
-$4.53K -23 Closed
GBT
1046
Grove Bank & Trust
Florida
-$4.53K -23 Closed
SIA
1047
SkyView Investment Advisors
New Jersey
-$4K -22 Closed
SIS
1048
Sound Income Strategies
Florida
-$2.36K -12 Closed
PCTC
1049
Perkins Coie Trust Company
Washington
-$983 -5 Closed
WWM
1050
Wolff Wiese Magana
California
-$984 -5 Closed