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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
DFG
551
Demars Financial Group
Washington
$695K +$38.6K +163 +6%
CP
552
Cumberland Partners
Ontario, Canada
$694K +$710K +3,000 New
SCI
553
S&CO Inc
Massachusetts
$693K
C1AG
554
Client 1st Advisory Group
Florida
$690K +$251K +1,060 +55%
PAS
555
Park Avenue Securities
New York
$677K -$60.4K -255 -8%
V
556
Veritable
Delaware
$656K +$27.5K +116 +4%
PMG
557
ProVise Management Group
Florida
$655K -$251K -1,060 -27%
LWM
558
Lyell Wealth Management
California
$648K +$48.5K +205 +8%
WF
559
Welch & Forbes
Massachusetts
$647K
CAC
560
Cowen and Company
New York
$645K +$216K +912 +49%
MC
561
Maverick Capital
Texas
$636K +$651K +2,749 New
IWC
562
Integrated Wealth Concepts
Massachusetts
$635K +$4.74K +20 +0.7%
Lido Advisors
563
Lido Advisors
California
$627K +$232K +979 +56%
GCC
564
Guardian Capital (Canada)
Ontario, Canada
$623K +$27K +114 +4%
FA
565
FDx Advisors
Illinois
$612K -$885K -3,736 -59%
MCA
566
Magnolia Capital Advisors
Mississippi
$610K -$39.8K -168 -6%
SIC
567
Salem Investment Counselors
North Carolina
$603K +$3.55K +15 +0.6%
SCF
568
Sante Capital Fund
Texas
$602K +$616K +2,602 New
MAM
569
Meeder Asset Management
Ohio
$599K +$614K +2,591 New
VCM
570
Virtue Capital Management
Tennessee
$594K +$947 +4 +0.2%
CCM
571
Coldstream Capital Management
Washington
$584K +$145K +614 +32%
RC
572
RegentAtlantic Capital
New Jersey
$582K +$55.9K +236 +10%
AIP
573
Ameritas Investment Partners
Nebraska
$579K
PWM
574
Perigon Wealth Management
California
$576K +$62.3K +263 +12%
JRP
575
Jasper Ridge Partners
California
$569K

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.