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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
TAM
601
Trust Asset Management
Texas
$436K +$31.3K +124 +7%
AIA
602
Angeles Investment Advisors
California
$435K +$128K +509 +39%
KOCAA
603
Knights of Columbus Asset Advisors
Connecticut
$435K +$458K +1,814 New
FLPIM
604
F.L. Putnam Investment Management
Massachusetts
$433K +$9.84K +39 +2%
TFO
605
Tarbox Family Office
California
$430K
MAM
606
Meeder Asset Management
Ohio
$424K -$362K -1,433 -45%
FWIA
607
Fort Washington Investment Advisors
Ohio
$424K -$42.4K -168 -9%
BBNA
608
Bremer Bank National Association
Minnesota
$411K -$16.2K -64 -4%
ARC
609
Advisor Resource Council
Texas
$409K -$654K -2,592 -60%
ANTB
610
AMG National Trust Bank
Colorado
$408K -$19.2K -76 -4%
UCFA
611
United Capital Financial Advisors
Texas
$402K -$32.8K -130 -7%
C1AG
612
Client 1st Advisory Group
Florida
$402K +$23K +91 +6%
Fifth Third Bancorp
613
Fifth Third Bancorp
Ohio
$401K +$85.1K +337 +25%
GDP
614
Great Diamond Partners
Maine
$394K -$5.05K -20 -1%
ACM
615
Allred Capital Management
Texas
$392K -$19.2K -76 -4%
CIP
616
Convergence Investment Partners
Florida
$390K +$25K +99 +6%
AWM
617
Aprio Wealth Management
Georgia
$386K
ZB
618
Zions Bancorporation
Utah
$382K -$31.3K -124 -7%
CI
619
Conning Inc
Connecticut
$379K -$127K -504 -24%
MSR
620
Main Street Research
Connecticut
$378K +$19.2K +76 +5%
PA
621
PFG Advisors
Arizona
$373K +$393K +1,556 New
Cetera Investment Advisers
622
Cetera Investment Advisers
Illinois
$367K -$75.5K -299 -16%
PWS
623
Precision Wealth Strategies
Missouri
$364K +$143K +567 +60%
DC
624
Davenport & Co
Virginia
$364K +$384K +1,521 New
CCA
625
Checchi Capital Advisers
California
$362K +$5.55K +22 +1%

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.