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 %
FC
1026
FORA Capital
Florida
-$780K -3,370 Closed
HCA
1027
Harbor Capital Advisors
Illinois
-$732K -3,164 Closed
MWM
1028
Meridian Wealth Management
Kentucky
-$566K -2,447 Closed
JDR
1029
Jay D. Rosenbaum
-$550K -2,375 Closed
BHCM
1030
Brevan Howard Capital Management
Jersey
-$504K -2,178 Closed
UOC
1031
UBS O'Connor
Illinois
-$470K -2,030 Closed
NRD
1032
Nebula Research & Development
New York
-$306K -1,323 Closed
SIM
1033
Stratos Investment Management
Ohio
-$271K -1,173 Closed
I
1034
InceptionR
California
-$242K -1,045 Closed
PE
1035
Point72 Europe
United Kingdom
-$238K -1,028 Closed
ARC
1036
Advisor Resource Council
Texas
-$229K -989 Closed
BO
1037
Bank OZK
Arkansas
-$226K -978 Closed
Balyasny Asset Management
1038
Balyasny Asset Management
Illinois
-$213K -920 Closed
GWS
1039
Glassman Wealth Services
Virginia
-$70.3K -304 Closed
IUHSA
1040
Itau Unibanco Holding S.A.
Brazil
-$58.3K -252 Closed
TWM
1041
Tradition Wealth Management
Minnesota
-$54K -234 Closed
FWM
1042
Focused Wealth Management
New York
-$43K -186 Closed
AWM
1043
Activest Wealth Management
Florida
-$34.7K -150 Closed
WTG
1044
West Tower Group
Virginia
-$28.9K -125 Closed
DMKJ
1045
David M. Knott Jr
-$28K -122 Closed
TCWA
1046
Turtle Creek Wealth Advisors
Texas
-$15.7K -68 Closed
HCP
1047
Hexagon Capital Partners
Arkansas
-$13.9K -60 Closed
BWM
1048
BKM Wealth Management
Wisconsin
-$10.4K -45 Closed
AFWM
1049
Abich Financial Wealth Management
Virginia
-$9.95K -43 Closed
NFA
1050
Northwest Financial Advisors
Virginia
-$8.1K -35 Closed