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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
MCM
276
McKinley Capital Management
Alaska
$8.17M
WB
277
WesBanco Bank
West Virginia
$8.13M
BC
278
Brookfield Corp
Ontario, Canada
$8.11M +$1.2M +4,751 +16%
VCM
279
Vision Capital Management
Oregon
$8.02M +$58.8K +233 +0.7%
SCA
280
Snowden Capital Advisors
New York
$7.98M +$7.48M +29,641 +808%
M
281
MOTCO
Texas
$7.86M -$215K -853 -3%
Public Sector Pension Investment Board (PSP Investments)
282
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.83M +$664K +2,630 +9%
PA
283
Profund Advisors
Maryland
$7.8M -$410K -1,623 -5%
ERSOT
284
Employees Retirement System of Texas
Texas
$7.67M +$8.08M +32,000 New
BRC
285
Bishop Rock Capital
New York
$7.64M +$2.49M +9,860 +45%
MGWM
286
Marks Group Wealth Management
Minnesota
$7.62M +$1.69M +6,707 +27%
DAM
287
Deltec Asset Management
New York
$7.55M
MA
288
Montag & Associates
Georgia
$7.34M -$392K -1,552 -5%
FAT
289
First American Trust
California
$7.32M +$469K +1,857 +6%
VMPIC
290
Varma Mutual Pension Insurance Co
Finland
$7.19M +$1.26M +5,000 +20%
TPSF
291
Texas Permanent School Fund
Texas
$7.09M -$565K -2,238 -7%
MSL
292
Mackay Shields LLC
New York
$7.01M -$299K -1,183 -4%
TCM
293
Telos Capital Management
California
$6.97M -$127K -503 -2%
TPCM
294
Three Peaks Capital Management
Colorado
$6.92M -$223K -883 -3%
RCM
295
Riverpark Capital Management
New York
$6.91M +$950K +3,765 +15%
Capital Fund Management (CFM)
296
Capital Fund Management (CFM)
France
$6.76M +$1.77M +7,004 +33%
CCM
297
Cinctive Capital Management
New York
$6.74M -$4.4M -17,444 -38%
MLICM
298
Metropolitan Life Insurance Company (MetLife)
New York
$6.39M -$228K -903 -3%
APG Asset Management
299
APG Asset Management
Netherlands
$6.29M -$3.26M -12,900 -30%
Susquehanna International Group
300
Susquehanna International Group
Pennsylvania
$6.28M -$9.02M -35,725 -58%

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.