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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
CFCI
526
Comprehensive Financial Consultants Institutional
Indiana
$993K +$1.1M +4,246 New
TWC
527
TD Waterhouse Canada
Ontario, Canada
$983K +$945K +3,640 New
LNC
528
Lincoln National Corp
Pennsylvania
$979K +$21.5K +83 +2%
BMCM
529
Burns Matteson Capital Management
New York
$975K +$87.7K +338 +11%
GTAM
530
Global Trust Asset Management
Florida
$971K
APWM
531
Atlas Private Wealth Management
New York
$966K -$26K -100 -3%
FPA
532
First Pacific Advisors
California
$955K
BOM
533
Bank of Marin
California
$955K +$16.9K +65 +2%
WCA
534
Westover Capital Advisors
Delaware
$953K +$511K +1,971 +140%
KFA
535
Kelleher Financial Advisors
New York
$949K -$1.46M -5,639 -63%
Nomura Holdings
536
Nomura Holdings
Japan
$938K -$254K -979 -23%
LRPA
537
L. Roy Papp & Associates
Arizona
$937K
National Bank of Canada
538
National Bank of Canada
Quebec, Canada
$928K +$853K +3,287 New
Creative Planning
539
Creative Planning
Kansas
$906K -$24.1K -93 -3%
PFGIA
540
Patriot Financial Group Insurance Agency
Massachusetts
$897K +$19.2K +74 +2%
PAS
541
Park Avenue Securities
New York
$897K +$47K +181 +6%
PSP
542
Principal Street Partners
Tennessee
$896K +$824K +3,174 New
IRF
543
IBM Retirement Fund
New York
$894K -$571K -2,200 -41%
IA
544
IndexIQ Advisors
New York
$886K -$29.8K -115 -4%
EF
545
Empirical Finance
Pennsylvania
$886K +$229K +883 +39%
GT
546
Glenmede Trust
Pennsylvania
$872K +$88K +339 +12%
QCM
547
Quest Capital Management
Texas
$861K +$33.7K +130 +4%
PTP
548
Platform Technology Partners
New York
$856K
NL
549
NVWM LLC
Pennsylvania
$855K +$128K +492 +19%
GT
550
Greenleaf Trust
Michigan
$849K +$9.6K +37 +1%

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.