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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
PDN
551
Pensionfund DSM Netherlands
Netherlands
$846K
SCI
552
S&CO Inc
Massachusetts
$846K
Wealthfront Advisers
553
Wealthfront Advisers
California
$830K +$163K +629 +27%
FB
554
Fulton Bank
Pennsylvania
$826K +$105K +403 +16%
DFG
555
Demars Financial Group
Washington
$802K -$74.5K -287 -9%
NFG
556
Next Financial Group
Texas
$799K +$62.3K +240 +9%
MCA
557
Magnolia Capital Advisors
Mississippi
$792K +$3.37K +13 +0.5%
WF
558
Welch & Forbes
Massachusetts
$790K
AWM
559
AE Wealth Management
Kansas
$789K -$2.71M -10,454 -79%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$779K +$26.5K +102 +4%
WSCM
561
Wellington Shields Capital Management
New York
$775K
AP
562
Advisor Partners
California
$771K -$14.8K -57 -2%
IWC
563
Integrated Wealth Concepts
Massachusetts
$769K -$1.3K -5 -0.2%
V
564
Veritable
Delaware
$768K +$23.4K +90 +3%
KA
565
Kerrisdale Advisers
Florida
$760K -$41.6M -160,217 -98%
EAMA
566
EFG Asset Management (Americas)
Florida
$760K -$56.1K -216 -7%
YIH
567
Y-Intercept (HK)
Hong Kong
$756K +$695K +2,678 New
LWM
568
Lyell Wealth Management
California
$733K
SIC
569
Salem Investment Counselors
North Carolina
$731K +$461K +1,777 +218%
GCC
570
Guardian Capital (Canada)
Ontario, Canada
$728K +$8.3K +32 +1%
SB
571
Strategic Blueprint
Georgia
$728K +$10.6K +41 +2%
VCM
572
Virtue Capital Management
Tennessee
$724K -$20.5K -79 -3%
CAM
573
Cresset Asset Management
Illinois
$717K +$311K +1,197 +89%
AIP
574
Ameritas Investment Partners
Nebraska
$706K -$19.7K -76 -3%
BGDI
575
BW Gestao de Investimentos
Brazil
$705K -$1.17M -4,500 -64%

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.