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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
PP
351
PDT Partners
New York
$5.15M -$1.51M -5,838 -24%
GC
352
Guggenheim Capital
Illinois
$5.11M +$683K +2,632 +17%
TAF
353
Tredje AP-fonden
Sweden
$5.1M +$4.69M +18,082 New
SAMH
354
Shanda Asset Management Holdings
British Virgin Islands
$5.05M
SAM
355
Sabadell Asset Management
Spain
$5.01M +$435K +1,678 +9%
AP
356
Appleton Partners
Massachusetts
$4.94M -$7.79K -30 -0.2%
PIM
357
Perpetual Investment Management
Australia
$4.94M
PCM
358
Parsons Capital Management
Rhode Island
$4.9M -$106K -409 -2%
OCA
359
Otter Creek Advisors
Florida
$4.83M -$223K -859 -5%
SIC
360
Schwartz Investment Counsel
Michigan
$4.78M
GH
361
GAM Holding
Switzerland
$4.67M +$760K +2,929 +21%
NB
362
Norinchukin Bank
Japan
$4.63M -$44.4K -171 -1%
JG
363
Jefferies Group
New York
$4.58M +$4.21M +16,235 New
SAM
364
Securian Asset Management
Minnesota
$4.56M -$51.4K -198 -1%
SSA
365
Schonfeld Strategic Advisors
New York
$4.56M +$1.19M +4,593 +40%
DADC
366
D.A. Davidson & Co
Montana
$4.53M -$15.8K -61 -0.4%
CGH
367
Crossmark Global Holdings
Texas
$4.52M -$221K -852 -5%
SFI
368
Susquehanna Fundamental Investments
Pennsylvania
$4.49M -$20.9M -80,435 -83%
NA
369
NewEdge Advisors
Louisiana
$4.44M +$616K +2,374 +18%
OPERF
370
Oregon Public Employees Retirement Fund
Oregon
$4.38M -$130K -500 -3%
Commonwealth Equity Services
371
Commonwealth Equity Services
Massachusetts
$4.31M +$301K +1,158 +8%
IRAG
372
Investment Research & Advisory Group
Georgia
$4.26M -$170K -657 -4%
FHB
373
First Hawaiian Bank
Hawaii
$4.25M -$440K -1,694 -10%
SGH
374
Sivik Global Healthcare
Connecticut
$4.23M -$5.19M -20,000 -57%
PI
375
PFS Investments
Georgia
$4.17M +$1.44M +5,553 +60%

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.