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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
CA
326
Callahan Advisors
Texas
$4.97M +$20.7K +82 +0.4%
CAN
327
Cetera Advisor Networks
California
$4.94M +$291K +1,154 +6%
FIA
328
Foundations Investment Advisors
Arizona
$4.81M +$586K +2,322 +13%
CA
329
Cornerstone Advisors
North Carolina
$4.79M
DIA
330
Dana Investment Advisors
Wisconsin
$4.72M +$391K +1,548 +9%
ATC
331
Argent Trust Co
Tennessee
$4.69M +$101K +401 +2%
CIC
332
Chase Investment Counsel
Virginia
$4.68M -$261K -1,033 -5%
X
333
Xponance
Pennsylvania
$4.64M -$222K -879 -4%
TAMH
334
Taikang Asset Management (HK)
Hong Kong
$4.53M
US Bancorp
335
US Bancorp
Minnesota
$4.51M +$39.4K +156 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
336
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.46M +$530K +2,100 +13%
AC
337
Amitell Capital
Singapore
$4.42M -$804K -3,184 -15%
SAM
338
Sabadell Asset Management
Spain
$4.36M +$77.5K +307 +2%
OCA
339
Otter Creek Advisors
Florida
$4.3M +$15.6K +62 +0.3%
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$4.3M -$571K -2,263 -11%
SAMH
341
Shanda Asset Management Holdings
British Virgin Islands
$4.29M -$2.24M -8,862 -33%
PCM
342
Parsons Capital Management
Rhode Island
$4.26M -$227K -899 -5%
AP
343
Appleton Partners
Massachusetts
$4.2M +$53.8K +213 +1%
PIM
344
Perpetual Investment Management
Australia
$4.19M +$1.92M +7,600 +77%
AF
345
Alerus Financial
North Dakota
$4.18M +$501K +1,985 +13%
Twin Tree Management
346
Twin Tree Management
Texas
$4.18M +$4.4M +17,451 New
EGM
347
Engineers Gate Manager
New York
$4.14M +$3.62M +14,354 +487%
SIC
348
Schwartz Investment Counsel
Michigan
$4.06M -$25.2M -100,000 -86%
CGH
349
Crossmark Global Holdings
Texas
$4.04M +$540K +2,139 +15%
PI
350
PGGM Investments
Netherlands
$4.03M +$4.06M +16,102 +2,182%

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.