1,013 hedge funds and large institutions have $33.3B invested in IQVIA in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 433 increasing their positions, 325 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,013
Holders Change
+6
Holders Change %
+0.6%
% of All Funds
14.73%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
101
Increased
433
Reduced
325
Closed
84
Calls
$170M
Puts
$287M
Net Calls
-$117M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
1076
Proficio Capital Partners
Massachusetts
-$211K -833 Closed
OL
1077
Optas LLC
Texas
-$209K -828 Closed
SACTSONJ
1078
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
-$202K -800 Closed
CIC
1079
Chilton Investment Company
Connecticut
-$200K -791 Closed
FIM
1080
Fernwood Investment Management
Massachusetts
-$190K -750 Closed
AAG
1081
Accordant Advisory Group
Maryland
-$174K -687 Closed
HA
1082
Homestead Advisers
Virginia
-$143K -564 Closed
EFMH
1083
E Fund Management (HK)
Hong Kong
-$97K -382 Closed
IGWM
1084
ICA Group Wealth Management
Colorado
-$83.7K -331 Closed
CWP
1085
Concord Wealth Partners
Virginia
-$60.9K -241 Closed
CFM
1086
Catalyst Funds Management
Australia
-$50.6K -200 Closed
NFSG
1087
Newbridge Financial Services Group
Florida
-$13.9K -55 Closed
TC
1088
Truvestments Capital
Florida
-$11.4K -45 Closed
ITIM
1089
Indiana Trust & Investment Management
Indiana
-$5.31K -21 Closed
NC
1090
NewSquare Capital
Pennsylvania
-$3.04K -12 Closed
FSWA
1091
Financial Synergies Wealth Advisors
Texas
-$2.28K -9 Closed
RS
1092
Rakuten Securities
Japan
-$2.02K -8 Closed
NSIM
1093
North Star Investment Management
Illinois
-$1.77K -7 Closed
Group One Trading
1094
Group One Trading
Illinois
-$1.26K -5 Closed
WPA
1095
West Paces Advisors
Georgia
-$1.01K -4 Closed
BHWM
1096
Beaird Harris Wealth Management
Texas
-$759 -3 Closed
MIFH
1097
Migdal Insurance & Financial Holdings
Israel
-$1K -2 Closed
BBHC
1098
Brown Brothers Harriman & Co
New York
-$253 -1 Closed
FGAM
1099
Financial Gravity Asset Management
Texas
-$41