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936 hedge funds and large institutions have $46.8B invested in IQVIA in 2021 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 349 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 59

31% more funds holding in top 10

Funds holding in top 10: 3242 (+10)

17% more capital invested

Capital invested by funds: $40B → $46.8B (+$6.85B)

16% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 300

9% more funds holding

Funds holding: 860936 (+76)

7% more call options, than puts

Call options by funds: $142M | Put options by funds: $133M

0.25% less ownership

Funds ownership: 87.47%87.22% (-0.25%)

Holders
936
Holders Change
+76
Holders Change %
+8.84%
% of All Funds
14.4%
Holding in Top 10
42
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+31.25%
% of All Funds
0.65%
New
149
Increased
349
Reduced
300
Closed
59
Calls
$142M
Puts
$133M
Net Calls
+$9.48M
Net Calls Change
+$41.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RPI
326
Railway Pension Investments
United Kingdom
$6.44M
BBVA
327
Banco Bilbao Vizcaya Argentaria
Spain
$6.42M +$3.7M +14,261 +168%
NAM
328
Nissay Asset Management
Japan
$6.23M +$98.6K +380 +2%
AI
329
Atria Investments
North Carolina
$6.2M -$438K -1,688 -7%
RSS
330
Rosenblum Silverman Sutton
California
$6.15M -$422K -1,625 -7%
CA
331
Callahan Advisors
Texas
$6.14M +$259K +999 +5%
X
332
Xponance
Pennsylvania
$6.13M +$610K +2,352 +12%
Cerity Partners
333
Cerity Partners
New York
$6.07M +$1.65M +6,372 +42%
TAM
334
Tocqueville Asset Management
New York
$5.94M +$57.6K +222 +1%
FIA
335
Foundations Investment Advisors
Arizona
$5.93M +$687K +2,646 +13%
GWM
336
GDS Wealth Management
Texas
$5.71M +$5.25M +20,236 New
Qube Research & Technologies (QRT)
337
Qube Research & Technologies (QRT)
United Kingdom
$5.68M -$1.04M -4,018 -17%
FAT
338
First American Trust
California
$5.65M -$2.73M -10,528 -34%
CA
339
Cornerstone Advisors
North Carolina
$5.64M
PMAM
340
Picton Mahoney Asset Management
Ontario, Canada
$5.63M +$5.18M +19,965 New
ATC
341
Argent Trust Co
Tennessee
$5.57M +$40.2K +155 +0.8%
BS
342
Bessemer Securities
New York
$5.51M +$1.09M +4,211 +27%
CIC
343
Chase Investment Counsel
Virginia
$5.5M -$6.23K -24 -0.1%
Comerica Bank
344
Comerica Bank
Texas
$5.5M -$310K -1,193 -5%
HIMCH
345
Hartford Investment Management Co (HIMCO)
Connecticut
$5.48M +$388K +1,496 +8%
AC
346
Amitell Capital
Singapore
$5.41M +$183K +705 +4%
AC
347
Allstate Corporation
Illinois
$5.39M +$3.46M +13,331 +231%
US Bancorp
348
US Bancorp
Minnesota
$5.34M +$30.1K +116 +0.6%
TAMH
349
Taikang Asset Management (HK)
Hong Kong
$5.33M
AF
350
Alerus Financial
North Dakota
$5.25M +$290K +1,117 +6%

IQV Hedge Fund Activity: Q4 2021 in Review

936 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2021, worth a combined $46.8B — up 17% from $40B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new IQV positions and 59 closed out — a net gain of 90 holders — while 349 added to existing stakes and 300 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $153M. The largest seller was DZ Bank, cutting an estimated $209M.

  • 936 institutional investors held IQVIA (IQV) as of Q4 2021, up from 860 in Q3 2021.
  • Funds reported $46.8B of IQVIA stock for Q4 2021, up 17% quarter-over-quarter.
  • 149 funds opened new IQVIA positions in Q4 2021 and 59 closed out, a net change of +90 holders.
  • The largest IQVIA buyer in Q4 2021 was AMF Tjänstepension, an estimated $153M added.
  • The largest IQVIA seller in Q4 2021 was DZ Bank, an estimated $209M sold.

Based on aggregated 13F filings for Q4 2021.