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 %
LPL Financial
176
LPL Financial
California
$19.7M +$675K +2,919 +4%
PCH
177
Polar Capital Holdings
United Kingdom
$19.7M -$2.89M -12,494 -13%
WT
178
Whittier Trust
California
$19.6M +$223K +964 +1%
Treasurer of the State of North Carolina
179
Treasurer of the State of North Carolina
North Carolina
$19.3M -$59K -255 -0.3%
DIA
180
Dana Investment Advisors
Wisconsin
$19.2M -$3.01M -13,020 -14%
Bank Julius Baer & Co
181
Bank Julius Baer & Co
Switzerland
$19M +$9.19M +39,712 +94%
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$19M -$507K -2,190 -3%
Vontobel Holding
183
Vontobel Holding
Switzerland
$18.9M -$991K -4,285 -5%
LOAMS
184
Lombard Odier Asset Management (Switzerland)
Switzerland
$18.7M -$1.58M -6,825 -8%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$18.4M +$279K +1,206 +2%
EDRH
186
Edmond de Rothschild Holding
Switzerland
$18M -$25K -108 -0.1%
EB
187
Eastern Bank
Massachusetts
$18M +$177K +764 +1%
CI Investments Inc
188
CI Investments Inc
Ontario, Canada
$17.9M +$10.9K +47 +0.1%
Asset Management One
189
Asset Management One
Japan
$17.5M -$190K -817 -1%
CB
190
Commerce Bank
Missouri
$17.5M -$818K -3,534 -4%
CTI
191
Community Trust & Investment
Kentucky
$17.2M +$115K +495 +0.7%
MIG
192
McGuire Investment Group
Rhode Island
$17.1M +$139K +601 +0.8%
HIMC
193
Heritage Investors Management Corp
Maryland
$16.3M +$419K +1,813 +3%
Assenagon Asset Management
194
Assenagon Asset Management
Luxembourg
$16M +$14.2M +61,333 +777%
MWM
195
Moran Wealth Management
Florida
$15.9M -$470K -2,033 -3%
NPT
196
Nixon Peabody Trust
Massachusetts
$15.9M +$13.6M +58,839 +604%
AAMU
197
APG Asset Management US
New York
$15.6M +$15.6M +67,538 New
Baird Financial Group
198
Baird Financial Group
Wisconsin
$15.4M +$11.8K +51 +0.1%
MC
199
Montag & Caldwell
Georgia
$15.3M -$10.1M -43,518 -40%
CQS
200
Credential Qtrade Securities
$15.3M +$215K +928 +1%