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860 hedge funds and large institutions have $40B invested in IQVIA in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 354 increasing their positions, 320 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 41

11% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 320

1% more funds holding

Funds holding: 849860 (+11)

0.77% less ownership

Funds ownership: 88.23%87.47% (-0.77%)

2% less capital invested

Capital invested by funds: $40.9B → $40B (-$957M)

14% less funds holding in top 10

Funds holding in top 10: 3732 (-5)

28% less call options, than puts

Call options by funds: $85M | Put options by funds: $117M

Holders
860
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
15.06%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.56%
New
62
Increased
354
Reduced
320
Closed
41
Calls
$85M
Puts
$117M
Net Calls
-$32.3M
Net Calls Change
+$45.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
226
TPI Fund Managers
United Kingdom
$13.7M +$87.6K +347 +0.6%
GC
227
Gratus Capital
Georgia
$13.3M +$503K +1,991 +4%
MC
228
Middleton & Co
Massachusetts
$13.2M -$285K -1,130 -2%
Osaic Holdings
229
Osaic Holdings
Arizona
$13M +$1.16M +4,609 +9%
ASRS
230
Arizona State Retirement System
Arizona
$12.8M -$70.9K -281 -0.5%
Bank Julius Baer & Co
231
Bank Julius Baer & Co
Switzerland
$12.7M +$2.4M +9,521 +22%
Calamos Advisors
232
Calamos Advisors
Illinois
$12.7M +$3.5M +13,849 +35%
CTI
233
Community Trust & Investment
Kentucky
$12.7M -$125K -495 -0.9%
GI
234
Gradient Investments
Minnesota
$12.6M -$1.88M -7,448 -12%
1832 Asset Management
235
1832 Asset Management
Ontario, Canada
$12.6M -$8.21M -32,521 -39%
TCM
236
Thames Capital Management
New Jersey
$12.5M +$13.2M +52,220 New
SSWM
237
Sheets Smith Wealth Management
North Carolina
$12.4M -$222K -879 -2%
AIMCA
238
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.2M -$2.78M -11,000 -18%
GIBU
239
Gulf International Bank (UK)
United Kingdom
$12M -$185K -733 -1%
CSS
240
Cubist Systematic Strategies
Connecticut
$11.9M -$15M -59,376 -54%
SMDAM
241
Sumitomo Mitsui DS Asset Management
Japan
$11.9M +$1.12M +4,444 +10%
AB
242
Amalgamated Bank
New York
$11.8M -$464K -1,840 -4%
UIM
243
USS Investment Management
United Kingdom
$11.7M -$115M -457,569 -90%
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
$11.4M -$565K -2,237 -4%
NIPH
245
NN Investment Partners Holdings
Netherlands
$11.4M +$430K +1,704 +4%
State of Tennessee, Department of Treasury
246
State of Tennessee, Department of Treasury
Tennessee
$11.2M -$443K -1,754 -4%
WBC
247
Westpac Banking Corp
Australia
$10.9M -$1.46M -5,800 -11%
EDRH
248
Edmond de Rothschild Holding
Switzerland
$10.7M +$4.13M +16,354 +58%
DCM
249
Dupont Capital Management
Delaware
$10.7M -$5.54M -21,959 -33%
ABC
250
Associated Banc-Corp
Wisconsin
$10.6M +$420K +1,662 +4%

IQV Hedge Fund Activity: Q3 2021 in Review

860 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q3 2021, worth a combined $40B — down 2.3% from $40.9B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IQV positions and 41 closed out — a net gain of 21 holders — while 354 added to existing stakes and 320 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $271M. The largest seller was Steadfast Capital Management, exiting entirely with an estimated $281M sold.

  • 860 institutional investors held IQVIA (IQV) as of Q3 2021, up from 849 in Q2 2021.
  • Funds reported $40B of IQVIA stock for Q3 2021, down 2.3% quarter-over-quarter.
  • 62 funds opened new IQVIA positions in Q3 2021 and 41 closed out, a net change of +21 holders.
  • The largest IQVIA buyer in Q3 2021 was Citadel Advisors, an estimated $271M added.
  • The largest IQVIA seller in Q3 2021 was Steadfast Capital Management, an estimated $281M sold.

Based on aggregated 13F filings for Q3 2021.