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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
PFO
476
Pathstone Family Office
New Jersey
$1.62M +$195K +750 +15%
IMRF
477
Illinois Municipal Retirement Fund
Illinois
$1.61M +$383K +1,474 +35%
BCI
478
Brinker Capital Investments
Pennsylvania
$1.61M +$456K +1,757 +44%
SSIM
479
Sheets Smith Investment Management
Texas
$1.59M +$1.46M +5,643 New
SIM
480
Sentry Investment Management
Wisconsin
$1.56M
KF
481
Krilogy Financial
Missouri
$1.55M -$5.97K -23 -0.4%
ACM
482
Ativo Capital Management
Illinois
$1.53M
NAM
483
Nexpoint Asset Management
Texas
$1.52M +$1.4M +5,400 New
CC
484
Chicago Capital
Illinois
$1.52M -$193K -744 -12%
CC
485
Centiva Capital
New York
$1.47M +$1.35M +5,202 New
WP
486
WealthShield Partners
North Carolina
$1.44M +$279K +1,077 +27%
William Blair & Company
487
William Blair & Company
Illinois
$1.43M +$29.3K +113 +2%
BFG
488
Beacon Financial Group
Texas
$1.43M +$48.8K +188 +4%
KRSITF
489
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.43M +$4.15K +16 +0.3%
Boston Partners
490
Boston Partners
Massachusetts
$1.43M -$133K -512 -9%
KCM
491
KLK Capital Management
California
$1.41M -$27.8K -107 -2%
Northwestern Mutual Wealth Management
492
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$83.3K +321 +7%
HighTower Advisors
493
HighTower Advisors
Illinois
$1.39M -$2.85K -11 -0.2%
RIM
494
Redpoint Investment Management
Australia
$1.37M
BRWA
495
B. Riley Wealth Advisors
Florida
$1.36M -$119K -458 -9%
SWM
496
Spire Wealth Management
Virginia
$1.35M +$904K +3,485 +268%
BCV
497
Banque Cantonale Vaudoise
Switzerland
$1.33M -$123K -473 -9%
MC
498
Montag & Caldwell
Georgia
$1.3M +$21.5K +83 +2%
LA
499
Latitude Advisors
Florida
$1.3M -$37.9K -146 -3%
OAM
500
Oppenheimer Asset Management
New York
$1.29M +$91.3K +352 +8%

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.