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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
ESCM
426
Echo Street Capital Management
New York
$2.06M +$2.11M +8,898 New
GWM
427
Geneos Wealth Management
Colorado
$2.06M +$59.9K +253 +3%
BCM
428
Brookstone Capital Management
Illinois
$2.01M -$330K -1,394 -14%
SFA
429
Semmax Financial Advisors
North Carolina
$1.97M -$175K -740 -8%
BPM
430
Bowling Portfolio Management
Ohio
$1.94M -$19.7K -83 -1%
SCA
431
Stonebridge Capital Advisors
Minnesota
$1.91M +$81.7K +345 +4%
COI
432
Connable Office Inc
Michigan
$1.87M -$514K -2,169 -21%
CIP
433
Chartwell Investment Partners
Pennsylvania
$1.87M +$109K +459 +6%
CQS
434
Credential Qtrade Securities
$1.86M -$6.87K -29 -0.4%
AC
435
Allstate Corporation
Illinois
$1.86M -$2.62M -11,061 -58%
APG Asset Management
436
APG Asset Management
Netherlands
$1.84M -$4.62M -19,500 -69%
GRP
437
Global Retirement Partners
California
$1.83M +$2.14M +9,039 New
OSAM
438
O'Shaughnessy Asset Management
Connecticut
$1.82M -$123K -518 -6%
ECM
439
Everence Capital Management
Indiana
$1.82M
PA
440
Parallel Advisors
California
$1.79M +$388K +1,637 +27%
AHC
441
Adell Harriman & Carpenter
Texas
$1.76M +$309K +1,305 +21%
NMIMC
442
Northwestern Mutual Investment Management Company
Wisconsin
$1.76M -$236K -996 -12%
PP
443
Paloma Partners
Connecticut
$1.73M -$7.88M -33,281 -82%
B
444
Barings
North Carolina
$1.73M
FTDI
445
First Trust Direct Indexing
Massachusetts
$1.71M +$14.9K +63 +0.9%
BAM
446
Byrne Asset Management
New Jersey
$1.69M +$136K +573 +9%
OPS
447
Orion Portfolio Solutions
Nebraska
$1.68M +$121K +512 +8%
SWP
448
Stratos Wealth Partners
Ohio
$1.66M +$16.3K +69 +1%
LA
449
Latitude Advisors
Florida
$1.63M +$576K +2,433 +53%
CW
450
CreativeOne Wealth
Kansas
$1.61M +$53.3K +225 +3%

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.