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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
FA
451
FDx Advisors
Illinois
$1.52M -$66.9K -265 -4%
OPS
452
Orion Portfolio Solutions
Nebraska
$1.5M +$253K +1,003 +19%
MF
453
Magnetar Financial
Illinois
$1.49M -$269K -1,064 -15%
CC
454
Chicago Capital
Illinois
$1.47M +$136K +540 +10%
Rafferty Asset Management
455
Rafferty Asset Management
New York
$1.46M +$541K +2,142 +54%
VPIM
456
Vanguard Personalized Indexing Management
California
$1.46M +$210K +833 +16%
TRCT
457
Tower Research Capital (TRC)
New York
$1.45M +$32.6K +129 +2%
PHK
458
Point72 Hong Kong
Hong Kong
$1.44M -$1.22M -4,837 -45%
MYAM
459
Meiji Yasuda Asset Management
Japan
$1.42M -$104K -413 -7%
CW
460
CreativeOne Wealth
Kansas
$1.41M +$118K +469 +9%
HA
461
Herold Advisors
New York
$1.41M +$1.49M +5,900 New
CI
462
Cigna Investments
Connecticut
$1.4M -$42.9K -170 -3%
AC
463
Allstate Corporation
Illinois
$1.38M -$140K -554 -9%
ECM
464
Everence Capital Management
Indiana
$1.36M
SSWM
465
Smith Salley Wealth Management
North Carolina
$1.35M +$219K +868 +18%
PAM
466
Paradigm Asset Management
New York
$1.34M -$75.7K -300 -5%
Boston Partners
467
Boston Partners
Massachusetts
$1.33M -$104M -413,170 -99%
SIM
468
Sentry Investment Management
Wisconsin
$1.33M -$204K -808 -13%
KF
469
Krilogy Financial
Missouri
$1.32M -$10.1K -40 -0.7%
ACM
470
Ativo Capital Management
Illinois
$1.3M -$24K -95 -2%
IRF
471
IBM Retirement Fund
New York
$1.29M +$3.79K +15 +0.3%
BRWA
472
B. Riley Wealth Advisors
Florida
$1.26M -$37.9K -150 -3%
BCV
473
Banque Cantonale Vaudoise
Switzerland
$1.24M -$59.6K -236 -4%
PA
474
Parallel Advisors
California
$1.23M +$126K +500 +11%
BFG
475
Beacon Financial Group
Texas
$1.23M +$39.9K +158 +3%

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.