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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
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$2.57M -$142K -600 -5%
AAM
402
Advisors Asset Management
Colorado
$2.55M +$786K +3,317 +43%
MWA
403
Meridian Wealth Advisors
Texas
$2.53M +$275K +1,161 +12%
BS
404
Bessemer Securities
New York
$2.53M -$2.04M -8,600 -44%
CCP
405
Corient Capital Partners
California
$2.5M -$44.5K -188 -2%
Fisher Asset Management
406
Fisher Asset Management
Washington
$2.5M +$25.6K +108 +1%
HIMC
407
Heritage Investors Management Corp
Maryland
$2.5M +$2.56M +10,799 New
AP
408
AtonRa Partners
Switzerland
$2.4M -$86.7K -366 -3%
CC
409
Copperleaf Capital
North Carolina
$2.4M +$97.6K +412 +4%
SLI
410
Sumitomo Life Insurance
Japan
$2.4M -$31.3K -132 -1%
GSWM
411
Greenup Street Wealth Management
Michigan
$2.33M +$2.39M +10,099 New
HKIMG
412
Hutchens & Kramer Investment Management Group
Indiana
$2.33M
ETC
413
Exchange Traded Concepts
Oklahoma
$2.31M -$245K -1,033 -9%
NO
414
Ninety One
South Africa
$2.31M +$10.4K +44 +0.4%
Pacer Advisors
415
Pacer Advisors
Pennsylvania
$2.31M -$9.47K -40 -0.4%
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$2.21M +$382K +1,611 +20%
SM
417
Sciencast Management
New Jersey
$2.18M +$2.18M +9,203 New
SLAM
418
Swiss Life Asset Management
$2.16M +$152K +640 +7%
Mercer Global Advisors
419
Mercer Global Advisors
Colorado
$2.15M -$537K -2,266 -20%
ACS
420
Archford Capital Strategies
Illinois
$2.13M +$427K +1,803 +25%
EOJOAM
421
E. Ohman J:or Asset Management
Sweden
$2.13M
RJT
422
Raymond James Trust
Florida
$2.13M -$41.9K -177 -2%
AIM
423
Achmea Investment Management
Netherlands
$2.12M
IA
424
Icon Advisers
Colorado
$2.11M
EI
425
Ethic Inc
New York
$2.08M -$1M -4,240 -32%

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.