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 %
TCA
1026
Trifecta Capital Advisors
Illinois
$1.42K
CA
1027
Claris Advisors
Missouri
$1.42K +$1.42K +6 New
TCM
1028
TD Capital Management
Tennessee
$1.19K
HC
1029
Hara Capital
Washington
$1.19K +$1.19K +5 New
PMAM
1030
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +5 New
SSB
1031
Sandy Spring Bank
Maryland
$948 -$2.13K -9 -69%
SIS
1032
Sound Income Strategies
Florida
$948
CAC
1033
Core Alternative Capital
Georgia
$948
HCM
1034
Hollencrest Capital Management
California
$948 +$948 +4 New
1IA
1035
1620 Investment Advisors
Massachusetts
$865 +$865 +4 New
TCM
1036
Tradewinds Capital Management
Washington
$711
KB
1037
Kimelman & Baird
New York
$711
NL
1038
NVWM LLC
Pennsylvania
$711
CWM
1039
CarsonAllaria Wealth Management
Illinois
$711
PMFA
1040
Plante Moran Financial Advisors
Michigan
$711 +$711 +3 New
KFI
1041
Key Financial Inc
Pennsylvania
$711 +$711 +3 New
VAMG
1042
Voisard Asset Management Group
Michigan
$711 +$711 +3 New
JFG
1043
JDM Financial Group
Texas
$711 +$711 +3 New
WA
1044
WestEnd Advisors
North Carolina
$474
VWA
1045
Valued Wealth Advisors
Utah
$474
SFCL
1046
Strengthening Families & Communities LLC
Massachusetts
$474
MA
1047
MCF Advisors
Kentucky
$237 -$7.35K -31 -97%
SWA
1048
SOA Wealth Advisors
New York
$237
RWM
1049
Reston Wealth Management
Virginia
$237 +$237 +1 New
IAIM
1050
International Assets Investment Management
Florida
$173 +$172 +40,844 +26,871%