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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
WP
501
WealthShield Partners
North Carolina
$966K +$102K +405 +11%
IWA
502
IVC Wealth Advisors
Pennsylvania
$962K -$12.6K -50 -1%
BCI
503
Brinker Capital Investments
Pennsylvania
$961K
PGCM
504
Prescott Group Capital Management
Oklahoma
$958K
SAS
505
Stelac Advisory Services
New York
$956K -$970K -3,842 -49%
SXL
506
Summit X LLC
Missouri
$954K -$7.32K -29 -0.7%
Wolverine Trading
507
Wolverine Trading
Illinois
$944K -$1.37M -5,421 -58%
PMG
508
ProVise Management Group
Florida
$936K -$25.2K -100 -2%
ASN
509
Advisory Services Network
Georgia
$921K -$20.7K -82 -2%
RCM
510
Ratan Capital Management
Florida
$920K -$14M -55,325 -94%
II
511
Inspire Investing
Idaho
$915K -$2.49M -9,850 -72%
DCM
512
Dimension Capital Management
Florida
$891K
CCB
513
Cutter & Co Brokerage
Missouri
$882K +$14.1K +56 +2%
BIM
514
Baldwin Investment Management
Pennsylvania
$876K -$18.9K -75 -2%
IAN
515
Integrated Advisors Network
Texas
$875K +$72.4K +287 +9%
APWM
516
Atlas Private Wealth Management
New York
$844K -$76.2K -302 -8%
LGA
517
Lebenthal Global Advisors
New York
$838K +$389K +1,542 +79%
HI
518
Humankind Investments
New York
$831K +$33.3K +132 +4%
GTAM
519
Global Trust Asset Management
Florida
$825K
LNC
520
Lincoln National Corp
Pennsylvania
$812K +$17.4K +69 +2%
FPA
521
First Pacific Advisors
California
$811K
TI
522
Tidal Investments
Wisconsin
$803K +$126K +498 +17%
LRPA
523
L. Roy Papp & Associates
Arizona
$796K +$25.2K +100 +3%
BOM
524
Bank of Marin
California
$795K
Creative Planning
525
Creative Planning
Kansas
$792K -$166K -657 -17%

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.