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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
VLKIM
251
Van Lanschot Kempen Investment Management
Netherlands
$10.5M +$2.93M +11,590 +36%
BS
252
Banco Santander
Spain
$10.5M -$139K -552 -1%
MIM
253
MetLife Investment Management
New Jersey
$10.4M -$292K -1,158 -3%
CWM
254
CIBC World Markets
New York
$10.4M +$7.55M +29,929 +225%
LCM
255
Logan Capital Management
Pennsylvania
$10.2M -$539K -2,134 -5%
EIP
256
Epoch Investment Partners
New York
$9.97M -$1.81M -7,179 -15%
EAM
257
Erste Asset Management
Austria
$9.79M -$44.7K -177 -0.4%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$9.74M +$543K +2,153 +6%
ProShare Advisors
259
ProShare Advisors
Maryland
$9.5M -$232K -918 -2%
Voloridge Investment Management
260
Voloridge Investment Management
Florida
$9.48M -$24.3M -96,462 -71%
BF
261
BOK Financial
Oklahoma
$9.43M +$9.93M +39,353 New
Nomura Asset Management
262
Nomura Asset Management
Japan
$9.17M +$256K +1,016 +3%
BCPEMI
263
Bain Capital Public Equity Management II
Massachusetts
$9.1M -$252 -1 -0%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$9M -$355K -1,405 -4%
ACP
265
Ashfield Capital Partners
California
$8.82M +$108K +428 +1%
Schroder Investment Management Group
266
Schroder Investment Management Group
United Kingdom
$8.73M +$6.81M +26,966 +284%
SLAM
267
Swiss Life Asset Management
$8.55M +$3.01M +11,937 +50%
GIM
268
Goelzer Investment Management
Indiana
$8.54M -$2.34M -9,255 -21%
FAF
269
Första AP-fonden
Sweden
$8.5M -$2.47M -9,800 -22%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$8.49M +$3.53K +14 +0%
SGH
271
Sivik Global Healthcare
Connecticut
$8.38M
SPIA
272
Steward Partners Investment Advisory
New York
$8.33M +$2.33M +9,222 +36%
SOADOR
273
State of Alaska Department of Revenue
Alaska
$8.31M +$895K +3,546 +11%
URS
274
Utah Retirement Systems
Utah
$8.28M -$480K -1,900 -5%
NIG
275
NFJ Investment Group
Texas
$8.17M -$282K -1,116 -3%

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.