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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
HWAM
401
Hennion & Walsh Asset Management
New Jersey
$3.23M -$19.7K -76 -0.7%
TRCT
402
Tower Research Capital (TRC)
New York
$3.19M +$1.36M +5,240 +87%
CCP
403
Corient Capital Partners
California
$3.11M +$2.34K +9 +0.1%
ETC
404
Exchange Traded Concepts
Oklahoma
$3.11M -$448K -1,725 -14%
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.11M -$91.3K -352 -3%
BCM
406
Barometer Capital Management
Ontario, Canada
$3.09M +$2.84M +10,962 New
AP
407
AtonRa Partners
Switzerland
$3.03M +$264K +1,019 +10%
Fisher Asset Management
408
Fisher Asset Management
Washington
$3.03M -$352K -1,358 -11%
CCM
409
Covington Capital Management
California
$3.02M +$240K +925 +9%
HIP
410
Harrell Investment Partners
Texas
$3M +$239K +922 +9%
BMM
411
Buffington Mohr McNeal
Idaho
$2.98M -$19.5K -75 -0.7%
SLI
412
Sumitomo Life Insurance
Japan
$2.96M -$67.2K -259 -2%
VFA
413
Voya Financial Advisors
Connecticut
$2.94M -$3.11K -12 -0.1%
P
414
Paradiem
Louisiana
$2.92M +$391K +1,508 +14%
COI
415
Connable Office Inc
Michigan
$2.89M +$71.4K +275 +3%
Pacer Advisors
416
Pacer Advisors
Pennsylvania
$2.83M -$631K -2,430 -20%
CC
417
Copperleaf Capital
North Carolina
$2.81M -$336K -1,295 -12%
NO
418
Ninety One
South Africa
$2.77M +$45.2K +174 +2%
LC
419
Legacy CG
Texas
$2.76M +$2.54M +9,790 New
MWA
420
Meridian Wealth Advisors
Texas
$2.76M +$215K +829 +9%
VLC
421
Van Leeuwen & Company
New Jersey
$2.73M +$2.51M +9,681 New
RJT
422
Raymond James Trust
Florida
$2.64M +$283K +1,090 +13%
PCM
423
Penserra Capital Management
California
$2.62M +$2.23M +8,605 +1,267%
SFA
424
Semmax Financial Advisors
North Carolina
$2.61M -$674K -2,598 -22%
EOJOAM
425
E. Ohman J:or Asset Management
Sweden
$2.6M +$182K +700 +8%

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.