We are live on ! Find out more

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
SG Americas Securities
426
SG Americas Securities
New York
$2.6M +$1.69M +6,495 +240%
CM
427
Caption Management
Oklahoma
$2.59M +$2.39M +9,193 New
AIM
428
Achmea Investment Management
Netherlands
$2.58M
IA
429
Icon Advisers
Colorado
$2.58M
BCM
430
Brookstone Capital Management
Illinois
$2.49M +$169K +651 +7%
SLAM
431
Swiss Life Asset Management
$2.46M -$6.99M -26,954 -76%
GWM
432
Geneos Wealth Management
Colorado
$2.44M +$170K +657 +8%
QT
433
Quantbot Technologies
New York
$2.43M -$3.18M -12,245 -59%
NMIMC
434
Northwestern Mutual Investment Management Company
Wisconsin
$2.42M -$28.3K -109 -1%
BPM
435
Bowling Portfolio Management
Ohio
$2.4M -$38.7K -149 -2%
OSAM
436
O'Shaughnessy Asset Management
Connecticut
$2.37M -$5.45K -21 -0.2%
CQS
437
Credential Qtrade Securities
$2.28M +$77.6K +299 +4%
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$2.24M +$227K +875 +12%
SCA
439
Stonebridge Capital Advisors
Minnesota
$2.23M +$53.2K +205 +3%
ECM
440
Everence Capital Management
Indiana
$2.23M +$571K +2,200 +39%
HKIMG
441
Hutchens & Kramer Investment Management Group
Indiana
$2.21M +$2.51M +9,675 New
AAM
442
Advisors Asset Management
Colorado
$2.18M +$1.32M +5,091 +194%
CIP
443
Chartwell Investment Partners
Pennsylvania
$2.15M
MYLI
444
Meiji Yasuda Life Insurance
Japan
$2.11M -$206K -792 -10%
B
445
Barings
North Carolina
$2.1M
FTDI
446
First Trust Direct Indexing
Massachusetts
$2.07M +$52.7K +203 +3%
ACS
447
Archford Capital Strategies
Illinois
$2.02M +$81K +312 +5%
SWP
448
Stratos Wealth Partners
Ohio
$2M -$182K -703 -9%
DF
449
Donoghue Forlines
Massachusetts
$1.95M -$88.5K -341 -5%
CAM
450
Carret Asset Management
New York
$1.95M -$34.8K -134 -2%

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.