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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
KA
501
Kintegral Advisory
New York
$998K +$22.7K +96 +2%
PA
502
PFG Advisors
Arizona
$995K +$632K +2,668 +163%
BRWA
503
B. Riley Wealth Advisors
Florida
$981K -$134K -567 -12%
LOIM
504
Liberty One Investment Management
Illinois
$974K -$25.1K -106 -2%
LWANC
505
Laurel Wealth Advisors (North Carolina)
North Carolina
$968K +$7.11K +30 +0.7%
OQS
506
Occudo Quantitative Strategies
Florida
$948K +$971K +4,101 New
SXL
507
Summit X LLC
Missouri
$946K +$22.3K +94 +2%
NIMI
508
Natixis Investment Managers International
France
$931K
FHA
509
First Horizon Advisors
Tennessee
$931K +$667K +2,815 +232%
ATPW
510
Ashton Thomas Private Wealth
Arizona
$921K -$65.6K -277 -6%
LNC
511
Lincoln National Corp
Pennsylvania
$901K +$101K +428 +12%
SCA
512
Snowden Capital Advisors
New York
$900K -$6.81M -28,770 -88%
RCM
513
Ratan Capital Management
Florida
$888K
Creative Planning
514
Creative Planning
Kansas
$876K +$136K +574 +18%
BMCM
515
Burns Matteson Capital Management
New York
$873K +$75.8K +320 +9%
IWA
516
IVC Wealth Advisors
Pennsylvania
$870K
Wealthfront Advisers
517
Wealthfront Advisers
California
$848K +$172K +728 +25%
UCB
518
United Community Bank
South Carolina
$847K +$5.92K +25 +0.7%
PFO
519
Pathstone Family Office
New Jersey
$845K -$497K -2,097 -36%
TWC
520
TD Waterhouse Canada
Ontario, Canada
$844K -$35K -148 -4%
PFGIA
521
Patriot Financial Group Insurance Agency
Massachusetts
$841K +$108K +457 +14%
LRPA
522
L. Roy Papp & Associates
Arizona
$838K +$71.8K +303 +9%
IIM
523
Intact Investment Management
Quebec, Canada
$832K +$284K +1,200 +50%
EF
524
Empirical Finance
Pennsylvania
$818K +$94.3K +398 +13%
BPC
525
Banque Pictet & Cie
Switzerland
$817K

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.