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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
Comerica Bank
301
Comerica Bank
Texas
$6.28M -$2.06M -8,164 -25%
DILIC
302
Dai-ichi Life Insurance Company
Japan
$6.18M
CCP
303
Cunning Capital Partners
North Carolina
$6.05M
MOACM
304
Mutual of America Capital Management
New York
$6.03M +$33.3K +132 +0.5%
II
305
IFM Investors
Australia
$5.97M +$26.5K +105 +0.4%
TC
306
TwinBeech Capital
New York
$5.95M +$6.26M +24,818 New
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$5.81M -$1.94M -7,671 -24%
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$5.79M -$8.77M -34,747 -59%
PP
309
PDT Partners
New York
$5.77M -$76.5K -303 -1%
COPPSERS
310
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.75M -$252 -1 -0%
AI
311
Atria Investments
North Carolina
$5.67M +$142K +563 +2%
RSS
312
Rosenblum Silverman Sutton
California
$5.61M -$64.4K -255 -1%
Connor, Clark & Lunn Investment Management (CC&L)
313
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.59M -$13.9M -55,236 -70%
WTC
314
WhitTier Trust Company
Nevada
$5.57M +$279K +1,104 +5%
NPA
315
Nichols & Pratt Advisers
Massachusetts
$5.52M +$339K +1,343 +6%
FC
316
Forte Capital
New York
$5.51M +$5.8M +22,994 New
RPI
317
Railway Pension Investments
United Kingdom
$5.47M
CWM
318
Calamos Wealth Management
Illinois
$5.41M +$2.7M +10,705 +90%
SAM
319
Shell Asset Management
Netherlands
$5.33M -$983K -3,894 -15%
NAM
320
Nissay Asset Management
Japan
$5.2M +$181K +718 +3%
JMPWA
321
JP Morgan Private Wealth Advisors
California
$5.19M +$549K +2,175 +11%
Marshall Wace
322
Marshall Wace
United Kingdom
$5.15M +$5.11M +20,244 +1,593%
ECM
323
ExodusPoint Capital Management
New York
$5.06M -$150K -594 -3%
QT
324
Quantbot Technologies
New York
$4.99M -$8.48M -33,607 -62%
TAM
325
Tocqueville Asset Management
New York
$4.99M +$270K +1,068 +5%

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.