We are live on ! Find out more

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
JRP
576
Jasper Ridge Partners
California
$694K
PGH
577
Partners Group Holding
Switzerland
$690K
STA
578
Summit Trail Advisors
New York
$686K +$631K +2,431 New
TFA
579
Toth Financial Advisory
Virginia
$684K +$571K +2,200 +978%
Assenagon Asset Management
580
Assenagon Asset Management
Luxembourg
$678K -$105M -403,124 -99%
MCS
581
Metatron Capital SICAV
Malta
$677K +$623K +2,400 New
IIM
582
Intact Investment Management
Quebec, Canada
$677K +$623K +2,400 New
AAS
583
Avantax Advisory Services
Texas
$676K -$101K -389 -14%
PCIG
584
Partners Capital Investment Group
Massachusetts
$670K +$616K +2,374 New
GLA
585
Great Lakes Advisors
Illinois
$669K -$47K -181 -7%
VI
586
Vestcor Inc
New Brunswick, Canada
$667K -$119K -460 -16%
FRM
587
Fox Run Management
Connecticut
$665K +$611K +2,356 New
BC
588
Bowman & Company
Wisconsin
$663K +$612K +2,358 New
DTL
589
Dynamic Technology Lab
Singapore
$657K -$1.46M -5,638 -71%
RC
590
RegentAtlantic Capital
New Jersey
$644K +$119K +459 +25%
S
591
SignatureFD
Georgia
$635K +$60.7K +234 +12%
XT
592
XTX Topco
Cayman Islands
$634K +$323K +1,243 +124%
PWS
593
Precision Wealth Strategies
Missouri
$633K +$188K +726 +48%
PWM
594
Perigon Wealth Management
California
$629K +$12.2K +47 +2%
MOS
595
MGO One Seven
Ohio
$628K +$298K +1,148 +106%
FC
596
FORA Capital
Florida
$625K +$575K +2,216 New
OTPPB
597
Ontario Teachers' Pension Plan Board
Ontario, Canada
$623K +$573K +2,209 New
SS
598
Simplicity Solutions
Minnesota
$618K +$324K +1,247 +133%
FPWM
599
FSB Premier Wealth Management
Iowa
$615K +$566K +2,182 New
IA
600
IFP Advisors
Florida
$614K +$55.5K +214 +11%

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.