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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
KeyBank National Association
601
KeyBank National Association
Ohio
$611K -$16.9K -65 -3%
Fifth Third Bancorp
602
Fifth Third Bancorp
Ohio
$605K +$122K +472 +28%
CAPTRUST Financial Advisors
603
CAPTRUST Financial Advisors
North Carolina
$603K -$54.5K -210 -9%
BB
604
Busey Bank
Illinois
$601K
CIBC World Market
605
CIBC World Market
Ontario, Canada
$598K +$244K +941 +80%
MWM
606
Meridian Wealth Management
Kentucky
$596K
JGUA
607
John G. Ullman & Associates
New York
$592K
NFC
608
Northeast Financial Consultants
Connecticut
$587K
LSA
609
Leonteq Securities AG
Switzerland
$584K +$62.8K +242 +13%
KCM
610
KRS Capital Management
Michigan
$575K +$529K +2,040 New
JCIA
611
Jackson Creek Investment Advisors
Colorado
$566K +$225K +868 +76%
SFI
612
Siemens Fonds Invest
Germany
$565K -$1.82K -7 -0.3%
TMAM
613
Tokio Marine Asset Management
Japan
$564K +$37.6K +145 +8%
RCA
614
Roberts Capital Advisors
Colorado
$564K +$519K +1,999 New
CG
615
Caprock Group
Idaho
$561K +$159K +612 +45%
RCG
616
Regatta Capital Group
California
$557K +$512K +1,974 New
IAA
617
Ironsides Asset Advisors
North Carolina
$553K -$26K -100 -5%
AWAP
618
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$553K +$7.53K +29 +2%
IC
619
Inverness Counsel
New York
$550K -$245K -943 -33%
GC
620
Globeflex Capital
California
$549K
VWA
621
V Wealth Advisors
Kansas
$549K
C1AG
622
Client 1st Advisory Group
Florida
$543K +$64.4K +248 +15%
PWP
623
Principle Wealth Partners
Connecticut
$542K
CCM
624
Coldstream Capital Management
Washington
$539K +$496K +1,912 New
DC
625
Davenport & Co
Virginia
$538K +$99.9K +385 +25%

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.