We are live on ! Find out more

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
FHB
351
First Hawaiian Bank
Hawaii
$4.02M -$60.3K -239 -1%
NB
352
Norinchukin Bank
Japan
$3.98M +$182K +723 +5%
SAM
353
Securian Asset Management
Minnesota
$3.92M -$50.5K -200 -1%
DADC
354
D.A. Davidson & Co
Montana
$3.85M -$110K -437 -3%
IG
355
ING Group
Netherlands
$3.85M +$87.3K +346 +2%
OPERF
356
Oregon Public Employees Retirement Fund
Oregon
$3.84M +$11.1K +44 +0.3%
IRAG
357
Investment Research & Advisory Group
Georgia
$3.79M +$3.28K +13 +0.1%
BOTW
358
Bank of the West
California
$3.71M -$41.9K -166 -1%
GC
359
Guggenheim Capital
Illinois
$3.71M -$5.22M -20,679 -57%
BS
360
Bessemer Securities
New York
$3.67M +$1.22M +4,822 +46%
FM
361
Freemont Management
Switzerland
$3.67M +$75.7K +300 +2%
Cerity Partners
362
Cerity Partners
New York
$3.63M -$141K -558 -4%
AssetMark Inc
363
AssetMark Inc
California
$3.58M +$3.77M +14,930 +74,650%
MSRPS
364
Maryland State Retirement & Pension System
Maryland
$3.55M
CBB
365
Citizens Business Bank
California
$3.41M -$16.9K -67 -0.5%
Commonwealth Equity Services
366
Commonwealth Equity Services
Massachusetts
$3.38M +$30.5K +121 +0.9%
TP
367
Tranquility Partners
Tennessee
$3.32M -$142K -561 -4%
SAM
368
Steinberg Asset Management
New York
$3.28M -$9.59K -38 -0.3%
GH
369
GAM Holding
Switzerland
$3.27M +$252 +1 +0%
EMPI
370
Elo Mutual Pension Insurance
Finland
$3.23M
NONA
371
Ninety One North America
New York
$3.22M +$64.9K +257 +2%
NA
372
NewEdge Advisors
Louisiana
$3.21M +$470K +1,863 +16%
CS
373
Cannell & Spears
New York
$3.19M -$2.68M -10,632 -44%
AWM
374
AE Wealth Management
Kansas
$3.17M +$239K +947 +8%
PRS
375
Pinkerton Retirement Specialists
Idaho
$3.08M +$25K +99 +0.8%

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.