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 %
Bank Julius Baer & Co
201
Bank Julius Baer & Co
Switzerland
$17M -$3.77M -14,923 -18%
MC
202
Montag & Caldwell
Georgia
$16.9M +$213K +841 +1%
CAM
203
Cresset Asset Management
Illinois
$15.9M +$10.4M +41,265 +193%
RAM
204
Resona Asset Management
Japan
$15.7M +$15.7M +62,130 New
SPIA
205
Steward Partners Investment Advisory
New York
$15.7M +$8.7M +34,409 +125%
MIG
206
McGuire Investment Group
Rhode Island
$15.6M -$3.03M -11,985 -16%
SSWM
207
Sheets Smith Wealth Management
North Carolina
$15.4M +$2.53M +10,000 +20%
FRAF
208
Första AP-fonden
Sweden
$15.4M +$1.11M +4,400 +8%
DFO
209
Duquesne Family Office
New York
$15.3M +$15.3M +60,360 New
EB
210
Eastern Bank
Massachusetts
$15.3M -$4.41M -17,423 -22%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$15.2M -$1.62M -6,406 -10%
BSA
212
Braun Stacey Associates
New York
$15M +$15M +59,141 New
SEI Investments
213
SEI Investments
Pennsylvania
$14.6M +$667K +2,638 +5%
GFS
214
GYL Financial Synergies
Connecticut
$14.4M -$126K -498 -0.9%
CAN
215
Cetera Advisor Networks
California
$14.3M +$271K +1,073 +2%
KLWA
216
Kelly Lawrence W & Associates
California
$14.2M -$236K -932 -2%
MG
217
Markel Group
Virginia
$14.1M +$1.29M +5,100 +10%
Toronto Dominion Bank
218
Toronto Dominion Bank
Ontario, Canada
$14.1M -$822K -3,249 -6%
SFA
219
Sequoia Financial Advisors
Ohio
$13.6M -$988K -3,908 -7%
ASRS
220
Arizona State Retirement System
Arizona
$13.2M +$215K +851 +2%
GC
221
Gratus Capital
Georgia
$13.1M +$325K +1,286 +3%
BCI
222
Brinker Capital Investments
Pennsylvania
$12.7M +$382K +1,510 +3%
OPS
223
Orion Portfolio Solutions
Nebraska
$12.7M +$382K +1,510 +3%
VMPIC
224
Varma Mutual Pension Insurance Co
Finland
$12.7M +$7.61M +30,100 +150%
SOMRS
225
State of Michigan Retirement System
Michigan
$12.6M -$25.3K -100 -0.2%