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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
EF
576
Empirical Finance
Pennsylvania
$541K +$38.6K +153 +7%
KeyBank National Association
577
KeyBank National Association
Ohio
$534K +$213K +842 +61%
PWM
578
Perigon Wealth Management
California
$523K +$20.2K +80 +4%
BC
579
Bridgefront Capital
Texas
$518K -$503K -1,992 -48%
BB
580
Busey Bank
Illinois
$511K +$213K +845 +66%
MWM
581
Meridian Wealth Management
Kentucky
$506K -$505 -2 -0.1%
JGUA
582
John G. Ullman & Associates
New York
$503K
NFC
583
Northeast Financial Consultants
Connecticut
$498K
SAG
584
Spotlight Asset Group
Illinois
$494K -$61.1K -242 -11%
IAA
585
Ironsides Asset Advisors
North Carolina
$493K -$25.2K -100 -5%
S
586
SignatureFD
Georgia
$483K +$45.7K +181 +10%
SFI
587
Siemens Fonds Invest
Germany
$481K +$506K +2,006 New
TI
588
Trexquant Investment
Connecticut
$470K -$952K -3,772 -66%
IA
589
IFP Advisors
Florida
$468K -$20.2K -80 -4%
GC
590
Globeflex Capital
California
$466K
VWA
591
V Wealth Advisors
Kansas
$466K
AWAP
592
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$463K +$4.8K +19 +1%
PWP
593
Principle Wealth Partners
Connecticut
$460K
OFS
594
OneAscent Financial Services
Alabama
$459K +$484K +1,918 New
FAM
595
Fulcrum Asset Management
United Kingdom
$445K
TMAM
596
Tokio Marine Asset Management
Japan
$444K +$28.3K +112 +6%
CPA
597
Clear Perspective Advisors
Illinois
$443K -$12.6K -50 -3%
LSA
598
Leonteq Securities AG
Switzerland
$438K +$78.5K +311 +20%
OWA
599
Outlook Wealth Advisors
Texas
$438K +$10.6K +42 +2%
RC
600
RegentAtlantic Capital
New Jersey
$437K +$212K +841 +86%

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.