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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
FT
501
Fiduciary Trust
Massachusetts
$1.27M -$22.3K -86 -2%
BA
502
Bridgewater Associates
Connecticut
$1.26M -$891K -3,432 -44%
II
503
Inspire Investing
Idaho
$1.24M +$152K +584 +15%
CI
504
Cigna Investments
Connecticut
$1.22M -$392K -1,510 -26%
LOIM
505
Liberty One Investment Management
Illinois
$1.22M -$143K -552 -11%
ATPW
506
Ashton Thomas Private Wealth
Arizona
$1.2M +$47.7K +184 +5%
GTCM
507
Gyon Technologies Capital Management
New Jersey
$1.2M +$1.1M +4,250 New
KA
508
Kintegral Advisory
New York
$1.19M
LWANC
509
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.17M +$16.9K +65 +2%
NIMI
510
Natixis Investment Managers International
France
$1.14M +$269K +1,035 +35%
SXL
511
Summit X LLC
Missouri
$1.13M +$19.5K +75 +2%
AC
512
Avestar Capital
New York
$1.12M +$1.03M +3,956 New
ASN
513
Advisory Services Network
Georgia
$1.11M +$26.2K +101 +3%
PMG
514
ProVise Management Group
Florida
$1.1M -$3.63K -14 -0.4%
RCM
515
Ratan Capital Management
Florida
$1.08M
IWA
516
IVC Wealth Advisors
Pennsylvania
$1.06M -$64.9K -250 -6%
IAN
517
Integrated Advisors Network
Texas
$1.06M +$28.5K +110 +3%
TI
518
Tidal Investments
Wisconsin
$1.06M +$101K +388 +12%
DCM
519
Dimension Capital Management
Florida
$1.05M
EGM
520
Engineers Gate Manager
New York
$1.05M -$3.53M -13,589 -79%
CCB
521
Cutter & Co Brokerage
Missouri
$1.04M
HI
522
Humankind Investments
New York
$1.03M +$51.1K +197 +6%
UCB
523
United Community Bank
South Carolina
$1.03M +$944K +3,637 New
TF
524
Trek Financial
Arizona
$1.02M +$107K +411 +13%
BPC
525
Banque Pictet & Cie
Switzerland
$997K +$64.9K +250 +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.