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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
SM
426
Sciencast Management
New Jersey
$1.89M +$1.96M +7,774 New
BA
427
Bridgewater Associates
Connecticut
$1.89M +$1.05M +4,154 +111%
BCM
428
Bayesian Capital Management
New York
$1.87M -$947K -3,750 -32%
SWP
429
Stratos Wealth Partners
Ohio
$1.87M -$620K -2,456 -24%
CQS
430
Credential Qtrade Securities
$1.87M +$67.1K +266 +4%
SCA
431
Stonebridge Capital Advisors
Minnesota
$1.85M -$2.09M -8,274 -52%
CIP
432
Chartwell Investment Partners
Pennsylvania
$1.82M
B
433
Barings
North Carolina
$1.79M
Jane Street
434
Jane Street
New York
$1.78M -$12.7M -50,381 -87%
DF
435
Donoghue Forlines
Massachusetts
$1.74M -$59.1K -234 -3%
Tudor Investment Corp
436
Tudor Investment Corp
Connecticut
$1.73M -$3.35M -13,287 -65%
FTDI
437
First Trust Direct Indexing
Massachusetts
$1.71M +$63.4K +251 +4%
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$1.69M +$321K +1,271 +22%
CAM
439
Carret Asset Management
New York
$1.69M -$27.8K -110 -2%
BGDI
440
BW Gestao de Investimentos
Brazil
$1.68M +$681K +2,700 +63%
IC
441
IEQ Capital
California
$1.66M +$1.33M +5,285 +323%
AAM
442
Arabesque Asset Management
United Kingdom
$1.64M +$1.52M +6,005 +705%
ACS
443
Archford Capital Strategies
Illinois
$1.64M +$107K +422 +7%
EP
444
Eversept Partners
New York
$1.63M +$272K +1,078 +19%
CTA
445
Chesley Taft & Associates
Illinois
$1.63M +$37.9K +150 +2%
FL
446
Fort LP
Maryland
$1.57M +$82K +325 +5%
HCP
447
Holt Capital Partners
Texas
$1.54M
OLA
448
Oliver Luxxe Assets
New Jersey
$1.52M -$523K -2,074 -25%
JF
449
Jump Financial
Illinois
$1.52M +$191K +756 +14%
NSAM
450
North Star Asset Management
Wisconsin
$1.52M +$263K +1,040 +20%

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.