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895 hedge funds and large institutions have $38.2B invested in IQVIA in 2022 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 349 increasing their positions, 329 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 329

0.7% less ownership

Funds ownership: 87.22%86.52% (-0.7%)

4% less funds holding

Funds holding: 936895 (-41)

19% less capital invested

Capital invested by funds: $46.8B → $38.2B (-$8.67B)

24% less funds holding in top 10

Funds holding in top 10: 4232 (-10)

25% less call options, than puts

Call options by funds: $84.6M | Put options by funds: $113M

27% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 109

Holders
895
Holders Change
-41
Holders Change %
-4.38%
% of All Funds
14.12%
Holding in Top 10
32
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.81%
% of All Funds
0.5%
New
80
Increased
349
Reduced
329
Closed
109
Calls
$84.6M
Puts
$113M
Net Calls
-$28.4M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
351
NewEdge Advisors
Louisiana
$4.37M +$749K +3,162 +20%
US Bancorp
352
US Bancorp
Minnesota
$4.16M -$225K -950 -5%
NB
353
Norinchukin Bank
Japan
$4.13M +$341K +1,441 +9%
IA
354
IndexIQ Advisors
New York
$4.06M +$3.42M +14,433 +460%
PIM
355
Perpetual Investment Management
Australia
$4.05M
Jane Street
356
Jane Street
New York
$3.97M +$3.77M +15,929 +1,277%
AP
357
Appleton Partners
Massachusetts
$3.95M -$99K -418 -2%
PCM
358
Parsons Capital Management
Rhode Island
$3.94M -$80.3K -339 -2%
GC
359
Guggenheim Capital
Illinois
$3.9M -$296K -1,248 -7%
Millennium Management
360
Millennium Management
New York
$3.9M -$135M -569,262 -97%
CGH
361
Crossmark Global Holdings
Texas
$3.83M +$133K +560 +3%
PI
362
PFS Investments
Georgia
$3.81M +$401K +1,693 +11%
SIC
363
Schwartz Investment Counsel
Michigan
$3.79M -$130K -550 -3%
CM
364
Caption Management
Oklahoma
$3.79M +$1.71M +7,200 +78%
PP
365
PDT Partners
New York
$3.76M -$477K -2,013 -11%
SAM
366
Securian Asset Management
Minnesota
$3.71M -$25.6K -108 -0.7%
BC
367
Brookfield Corp
Ontario, Canada
$3.69M -$2.78M -11,729 -42%
Commonwealth Equity Services
368
Commonwealth Equity Services
Massachusetts
$3.61M +$80.3K +339 +2%
AC
369
Amitell Capital
Singapore
$3.6M -$849K -3,587 -19%
NONA
370
Ninety One North America
New York
$3.58M +$609K +2,570 +20%
IRAG
371
Investment Research & Advisory Group
Georgia
$3.56M +$65.1K +275 +2%
OPERF
372
Oregon Public Employees Retirement Fund
Oregon
$3.54M -$58.5K -247 -2%
CBB
373
Citizens Business Bank
California
$3.49M +$246K +1,039 +7%
EMPI
374
Elo Mutual Pension Insurance
Finland
$3.47M +$111K +470 +3%
BA
375
Bridgewater Associates
Connecticut
$3.42M +$2.45M +10,351 +232%

IQV Hedge Fund Activity: Q1 2022 in Review

895 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2022, worth a combined $38.2B — down 19% from $46.8B a quarter earlier.

Sellers outnumbered buyers: 109 funds closed out of IQV and 80 opened new positions — a net loss of 29 holders — while 329 trimmed existing stakes and 349 added.

The largest buyer was NAYA Capital Management (UK), opening a new position worth an estimated $208M. The largest seller was DZ Bank, cutting an estimated $279M.

  • 895 institutional investors held IQVIA (IQV) as of Q1 2022, down from 936 in Q4 2021.
  • Funds reported $38.2B of IQVIA stock for Q1 2022, down 19% quarter-over-quarter.
  • 80 funds opened new IQVIA positions in Q1 2022 and 109 closed out, a net change of -29 holders.
  • The largest IQVIA buyer in Q1 2022 was NAYA Capital Management (UK), an estimated $208M added.
  • The largest IQVIA seller in Q1 2022 was DZ Bank, an estimated $279M sold.

Based on aggregated 13F filings for Q1 2022.