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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
BC
576
Bowman & Company
Wisconsin
$569K +$23.9K +101 +4%
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$560K -$80.8K -341 -12%
STA
578
Summit Trail Advisors
New York
$557K -$4.74K -20 -0.8%
CIM
579
Chiron Investment Management
New York
$557K +$570K +2,409 New
PCIG
580
Partners Capital Investment Group
Massachusetts
$549K
TMAM
581
Tokio Marine Asset Management
Japan
$548K +$88.3K +373 +19%
SB
582
Strategic Blueprint
Georgia
$542K -$55.4K -234 -9%
AP
583
Advisor Partners
California
$541K -$91.9K -388 -14%
BAM
584
Blueshift Asset Management
New Jersey
$523K +$535K +2,260 New
AWM
585
Avitas Wealth Management
California
$522K +$534K +2,257 New
CAPTRUST Financial Advisors
586
CAPTRUST Financial Advisors
North Carolina
$519K +$25.1K +106 +5%
DC
587
Davenport & Co
Virginia
$515K +$75.8K +320 +17%
P
588
Pitcairn
Pennsylvania
$515K +$266K +1,123 +102%
Fifth Third Bancorp
589
Fifth Third Bancorp
Ohio
$511K +$14.7K +62 +3%
AWAP
590
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$503K +$50.9K +215 +11%
CAM
591
Cresset Asset Management
Illinois
$499K -$91.2K -385 -15%
AWS
592
Atria Wealth Solutions
New York
$499K +$511K +2,158 New
SG Americas Securities
593
SG Americas Securities
New York
$497K -$1.67M -7,047 -77%
BB
594
Busey Bank
Illinois
$492K
MWM
595
Meridian Wealth Management
Kentucky
$488K
JGUA
596
John G. Ullman & Associates
New York
$486K
CCB
597
Cutter & Co Brokerage
Missouri
$485K -$375K -1,582 -43%
VC
598
Veracity Capital
Georgia
$482K +$494K +2,084 New
NFC
599
Northeast Financial Consultants
Connecticut
$481K
EAMA
600
EFG Asset Management (Americas)
Florida
$479K -$148K -623 -23%

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.