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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
WP
476
WealthShield Partners
North Carolina
$1.3M +$124K +523 +10%
HA
477
Herold Advisors
New York
$1.27M -$94.7K -400 -7%
ACM
478
Ativo Capital Management
Illinois
$1.25M
KAS
479
Kestra Advisory Services
Texas
$1.22M -$197K -831 -14%
WEG
480
World Equity Group
Illinois
$1.2M +$1.23M +5,195 New
GCM
481
Graham Capital Management
Connecticut
$1.19M +$1.01M +4,257 +471%
CC
482
Chicago Capital
Illinois
$1.17M -$75.5K -319 -6%
HighTower Advisors
483
HighTower Advisors
Illinois
$1.17M +$27.9K +118 +2%
William Blair & Company
484
William Blair & Company
Illinois
$1.16M -$17.1K -72 -1%
KCM
485
KLK Capital Management
California
$1.15M
RIM
486
Redpoint Investment Management
Australia
$1.12M
Carson Wealth (CWM LLC)
487
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$22.7M -96,027 -95%
GAM
488
Gotham Asset Management
New York
$1.11M +$1.13M +4,786 New
OTPPB
489
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.1M +$602K +2,542 +115%
LP
490
LMR Partners
United Kingdom
$1.09M +$907K +3,831 +443%
E
491
Ergoteles
New York
$1.08M +$865K +3,654 +352%
OAM
492
Oppenheimer Asset Management
New York
$1.07M +$16.8K +71 +2%
VI
493
Vestcor Inc
New Brunswick, Canada
$1.07M +$535K +2,261 +96%
MC
494
Montag & Caldwell
Georgia
$1.07M
FT
495
Fiduciary Trust
Massachusetts
$1.06M +$18.9K +80 +2%
HIM
496
Hotaling Investment Management
Pennsylvania
$1.06M +$1.08M +4,577 New
HI
497
Humankind Investments
New York
$1.04M +$199K +839 +23%
BCV
498
Banque Cantonale Vaudoise
Switzerland
$1.01M -$77.7K -328 -7%
MYAM
499
Meiji Yasuda Asset Management
Japan
$1.01M -$423K -1,787 -29%
CFCI
500
Comprehensive Financial Consultants Institutional
Indiana
$999K +$101K +426 +10%

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.