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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
Impax Asset Management Group
26
Impax Asset Management Group
United Kingdom
$331M +$32M +126,714 +10%
Capital Research Global Investors
27
Capital Research Global Investors
California
$318M -$111K -440 -0%
Legal & General Group
28
Legal & General Group
United Kingdom
$305M +$12.5M +49,440 +4%
TP
29
Third Point
New York
$299M
UBS AM
30
UBS AM
Illinois
$296M +$8.2M +32,481 +3%
Winslow Capital Management
31
Winslow Capital Management
Minnesota
$286M -$60M -237,699 -17%
Amundi
32
Amundi
France
$284M +$17.6M +69,727 +6%
Citadel Advisors
33
Citadel Advisors
Florida
$274M +$271M +1,072,174 +1,506%
CCM
34
Cantillon Capital Management
New York
$270M -$4.97M -19,687 -2%
Charles Schwab
35
Charles Schwab
California
$243M +$7.45M +29,526 +3%
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$233M -$58.8M -233,144 -19%
Bank of America
37
Bank of America
North Carolina
$232M +$38.5M +152,491 +19%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$226M -$32.9M -130,228 -12%
LIP
39
Liontrust Investment Partners
United Kingdom
$220M +$232M +918,927 New
Ninety One (UK)
40
Ninety One (UK)
United Kingdom
$216M -$2.05M -8,109 -0.9%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$210M -$8.05M -31,909 -4%
Allianz Asset Management
42
Allianz Asset Management
Germany
$204M -$32.2M -127,415 -13%
PI
43
Putnam Investments
Massachusetts
$202M +$19.3M +76,511 +10%
HL
44
Harding Loevner
New Jersey
$193M -$6.91M -27,394 -3%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$192M -$8.52M -33,757 -4%
MIS
46
Morningstar Investment Services
Illinois
$188M +$3.52M +13,963 +2%
CS
47
Credit Suisse
Switzerland
$187M +$1.9M +7,531 +1%
JFL
48
Jarislowsky, Fraser Ltd
Quebec, Canada
$187M -$3.19M -12,636 -2%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$183M +$17.8M +70,590 +10%
Swiss National Bank
50
Swiss National Bank
Switzerland
$182M -$6.11M -24,200 -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.