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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
AAM
451
Arabesque Asset Management
United Kingdom
$1.93M -$4.67K -18 -0.3%
IC
452
IEQ Capital
California
$1.92M -$32.7K -126 -2%
CTA
453
Chesley Taft & Associates
Illinois
$1.91M
VPIM
454
Vanguard Personalized Indexing Management
California
$1.91M +$185K +711 +12%
OPS
455
Orion Portfolio Solutions
Nebraska
$1.91M +$130K +500 +8%
CW
456
CreativeOne Wealth
Kansas
$1.91M +$223K +859 +15%
BAM
457
Byrne Asset Management
New Jersey
$1.9M +$1.74M +6,724 New
OLA
458
Oliver Luxxe Assets
New Jersey
$1.83M +$36.1K +139 +2%
SSWM
459
Smith Salley Wealth Management
North Carolina
$1.83M +$221K +853 +15%
HCP
460
Holt Capital Partners
Texas
$1.81M
Rafferty Asset Management
461
Rafferty Asset Management
New York
$1.81M +$81K +312 +5%
ARC
462
Advisor Resource Council
Texas
$1.8M +$1.22M +4,687 +274%
FA
463
FDx Advisors
Illinois
$1.8M +$12.7K +49 +0.8%
LOAME
464
Lombard Odier Asset Management (Europe)
United Kingdom
$1.8M +$1.66M +6,381 New
NSAM
465
North Star Asset Management
Wisconsin
$1.79M
AHC
466
Adell Harriman & Carpenter
Texas
$1.78M +$440K +1,697 +37%
CCM
467
Cinctive Capital Management
New York
$1.77M -$5.67M -21,831 -78%
CCP
468
Carmel Capital Partners
California
$1.73M +$1.59M +6,143 New
MYAM
469
Meiji Yasuda Asset Management
Japan
$1.73M +$56.1K +216 +4%
KAS
470
Kestra Advisory Services
Texas
$1.72M -$1.23M -4,730 -44%
PA
471
Parallel Advisors
California
$1.72M +$246K +949 +18%
BAMCO Inc
472
BAMCO Inc
New York
$1.72M +$339K +1,307 +27%
FL
473
Fort LP
Maryland
$1.71M -$121K -468 -7%
PAM
474
Paradigm Asset Management
New York
$1.69M +$103K +398 +7%
HA
475
Herold Advisors
New York
$1.66M

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.