We are live on ! Find out more

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
WSCM
551
Wellington Shields Capital Management
New York
$658K
IWC
552
Integrated Wealth Concepts
Massachusetts
$654K +$689K +2,730 New
SG Americas Securities
553
SG Americas Securities
New York
$647K -$507K -2,007 -43%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$637K +$1.51K +6 +0.2%
VCM
555
Virtue Capital Management
Tennessee
$634K -$1.77K -7 -0.3%
V
556
Veritable
Delaware
$630K +$4.04K +16 +0.6%
AAM
557
Advisors Asset Management
Colorado
$630K +$249K +987 +60%
SP
558
Symmetry Partners
Connecticut
$624K
LWM
559
Lyell Wealth Management
California
$623K
NFG
560
Next Financial Group
Texas
$621K +$503K +1,991 +332%
AIP
561
Ameritas Investment Partners
Nebraska
$618K -$16.9K -67 -3%
GLA
562
Great Lakes Advisors
Illinois
$611K -$10.1K -40 -2%
GCC
563
Guardian Capital (Canada)
Ontario, Canada
$611K +$3.53K +14 +0.6%
SB
564
Strategic Blueprint
Georgia
$608K -$1.4M -5,556 -69%
NL
565
NVWM LLC
Pennsylvania
$607K +$640K +2,535 New
SIM
566
Stratos Investment Management
Ohio
$606K +$202K +799 +46%
FB
567
Fulton Bank
Pennsylvania
$605K +$757 +3 +0.1%
JRP
568
Jasper Ridge Partners
California
$589K
PGH
569
Partners Group Holding
Switzerland
$586K +$617K +2,446 New
PRC
570
Pearl River Capital
Michigan
$585K +$337K +1,334 +120%
HAG
571
HighPoint Advisor Group
Illinois
$570K -$67.1K -266 -10%
CAPTRUST Financial Advisors
572
CAPTRUST Financial Advisors
North Carolina
$562K -$17.4K -69 -3%
OWM
573
OneAscent Wealth Management
Alabama
$561K +$591K +2,343 New
LS
574
Livforsakringsbolaget Skandia
Sweden
$559K -$151K -600 -20%
Wealthfront Advisers
575
Wealthfront Advisers
California
$553K -$21.2K -84 -4%

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.