We are live on ! Find out more

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
DCM
651
Driehaus Capital Management
Illinois
$291K +$307K +1,215 New
WPW
652
Waldron Private Wealth
Pennsylvania
$289K
TFA
653
Tranquilli Financial Advisor
New Jersey
$286K +$36.1K +143 +14%
FMLI
654
Fukoku Mutual Life Insurance
Japan
$285K +$48K +190 +19%
EFSCE
655
Enterprise Financial Services Corp (EFSC)
Missouri
$283K +$50.2K +199 +20%
CIBC World Market
656
CIBC World Market
Ontario, Canada
$282K -$6.27M -24,841 -95%
MOS
657
MGO One Seven
Ohio
$282K -$25.7K -102 -9%
CWS
658
Cypress Wealth Services
California
$277K -$54.8K -217 -16%
BPA
659
Beacon Pointe Advisors
California
$277K -$3.79K -15 -1%
SCM
660
Shelton Capital Management
Colorado
$275K
AA
661
ALPS Advisors
Colorado
$274K
QI
662
Qtron Investments
Massachusetts
$274K
JCIA
663
Jackson Creek Investment Advisors
Colorado
$273K -$13.6K -54 -5%
TFIPS
664
Towarzystwo Funduszy Inwestycyjnych PZU SA
$271K
LCP
665
Legacy Capital Partners
Wisconsin
$269K +$18.9K +75 +7%
GIA
666
Gateway Investment Advisers
Ohio
$268K -$11.1K -44 -4%
SGA
667
Sustainable Growth Advisers
Connecticut
$268K
OWA
668
One Wealth Advisors
California
$268K +$283K +1,120 New
PWPS
669
Pinnacle Wealth Planning Services
Ohio
$265K +$11.1K +44 +4%
P
670
Pitcairn
Pennsylvania
$264K -$290K -1,149 -51%
MA
671
Mutual Advisors
Nebraska
$264K +$12.1K +48 +5%
TNAM
672
Terra Nova Asset Management
New York
$263K -$4.29K -17 -2%
IAA
673
Independent Advisor Alliance
North Carolina
$263K +$13.1K +52 +5%
CFFP
674
Center for Financial Planning
Michigan
$262K +$7.32K +29 +3%
KPW
675
Kore Private Wealth
New York
$260K +$63.4K +251 +30%

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.