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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
Squarepoint
376
Squarepoint
New York
$3.07M -$994K -3,938 -23%
BFPW
377
BOK Financial Private Wealth
Colorado
$3.06M +$18.9K +75 +0.6%
ETC
378
Exchange Traded Concepts
Oklahoma
$3.05M -$12.6K -50 -0.4%
NMERB
379
New Mexico Educational Retirement Board
New Mexico
$2.99M -$75.7K -300 -2%
Pacer Advisors
380
Pacer Advisors
Pennsylvania
$2.98M +$43.2K +171 +1%
FWM
381
Fairhaven Wealth Management
Illinois
$2.97M +$248K +982 +9%
Fisher Asset Management
382
Fisher Asset Management
Washington
$2.9M +$189K +750 +7%
NC
383
NewSquare Capital
Pennsylvania
$2.87M +$3.02M +11,959 New
ACM
384
AlphaCrest Capital Management
New York
$2.85M -$1.71M -6,769 -36%
LSERS
385
Louisiana State Employees Retirement System
Louisiana
$2.85M
SFA
386
Semmax Financial Advisors
North Carolina
$2.84M -$304K -1,206 -9%
SSA
387
Schonfeld Strategic Advisors
New York
$2.77M +$978K +3,875 +50%
HWAM
388
Hennion & Walsh Asset Management
New Jersey
$2.76M -$884K -3,502 -23%
EI
389
Ethic Inc
New York
$2.76M +$1.44M +5,722 +99%
FDCDDQ
390
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.72M -$170K -674 -6%
KRS
391
Kentucky Retirement Systems
Kentucky
$2.71M +$34.1K +135 +1%
CC
392
Copperleaf Capital
North Carolina
$2.69M -$4.8K -19 -0.2%
P
393
Paradiem
Louisiana
$2.68M +$347K +1,375 +15%
Mercer Global Advisors
394
Mercer Global Advisors
Colorado
$2.67M +$117K +464 +4%
Mackenzie Financial
395
Mackenzie Financial
Ontario, Canada
$2.65M +$856K +3,393 +44%
CCP
396
Corient Capital Partners
California
$2.64M -$30.3K -120 -1%
Daiwa Securities Group
397
Daiwa Securities Group
Japan
$2.63M +$128K +508 +5%
KAS
398
Kestra Advisory Services
Texas
$2.59M +$1.05M +4,155 +62%
SLI
399
Sumitomo Life Insurance
Japan
$2.58M -$96.2K -381 -3%
BMM
400
Buffington Mohr McNeal
Idaho
$2.54M -$105K -415 -4%

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.