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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
CWM
626
Cahaba Wealth Management
Georgia
$356K +$376K +1,490 New
MCM
627
Marathon Capital Management
Maryland
$341K +$359K +1,423 New
Kovitz Investment Group Partners
628
Kovitz Investment Group Partners
Illinois
$340K -$48K -190 -12%
HI
629
Horizon Investments
North Carolina
$340K +$11.4K +45 +3%
WCA
630
Westover Capital Advisors
Delaware
$337K +$355K +1,406 New
DAS
631
Dynamic Advisor Solutions
Arizona
$335K +$78.5K +311 +29%
CGL
632
Clarius Group LLC
Washington
$333K +$25K +99 +8%
PF
633
Phoenix Financial
Israel
$332K +$346K +1,372 New
BWP
634
BSW Wealth Partners
Colorado
$330K +$41.9K +166 +14%
IEFM
635
IQ EQ Fund Management
Ireland
$329K -$22.7K -90 -6%
CG
636
Caprock Group
Idaho
$329K +$15.4K +61 +5%
PG
637
Pendal Group
Australia
$325K -$30.3K -120 -8%
CCIA
638
Campbell & Co Investment Adviser
Maryland
$323K +$341K +1,350 New
CAM
639
Cresset Asset Management
Illinois
$322K +$35.8K +142 +12%
S
640
Seeyond
France
$321K -$3.53K -14 -1%
GIA
641
Gladstone Institutional Advisory
Florida
$318K +$78.8K +312 +31%
KFC
642
Klingenstein Fields & Co
New York
$316K
FHA
643
First Horizon Advisors
Tennessee
$315K +$45.9K +182 +16%
AWP
644
Accretive Wealth Partners
New Jersey
$314K
SWM
645
Spire Wealth Management
Virginia
$312K
GAM
646
Gotham Asset Management
New York
$310K +$326K +1,293 New
Lido Advisors
647
Lido Advisors
California
$309K +$326K +1,291 New
RFC
648
Regions Financial Corp
Alabama
$301K +$757 +3 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
649
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$296K +$264K +1,046 +548%
HR
650
Hayden Royal
North Carolina
$294K -$82.3K -326 -21%

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.