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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
PNAA
676
Pictet North America Advisors
Switzerland
$259K +$22.7K +90 +9%
AFAS
677
Acorn Financial Advisory Services
Virginia
$252K +$17.4K +69 +7%
TWMP
678
Taylor Wealth Management Partners
Massachusetts
$252K +$54.5K +216 +26%
FGAM
679
Financial Gravity Asset Management
Texas
$251K -$10.1K -40 -40%
PCM
680
Prelude Capital Management
New York
$250K -$595K -2,359 -69%
BFM
681
Boothbay Fund Management
New York
$249K -$2.61M -10,334 -91%
OPOWM
682
One Plus One Wealth Management
Florida
$246K
EN1L
683
Engine No 1 LLC
California
$246K +$260K +1,029 New
APA
684
American Portfolios Advisors
New York
$245K +$33.8K +134 +15%
FIM
685
Freedom Investment Management
Connecticut
$242K -$7.07K -28 -3%
AIM
686
Axiom Investment Management
New York
$241K -$252 -1 -0.1%
XT
687
XTX Topco
Cayman Islands
$240K -$291K -1,152 -53%
PCP
688
Proficio Capital Partners
Massachusetts
$240K +$5.05K +20 +2%
WA
689
WestEnd Advisors
North Carolina
$239K
IA
690
Inspire Advisors
Idaho
$239K +$252K +999 New
AA
691
Ancora Advisors
Ohio
$236K +$45.9K +182 +23%
AG
692
AIA Group
Hong Kong
$233K -$2.69M -10,646 -92%
AFM
693
Andesa Financial Management
Pennsylvania
$233K -$231K -915 -48%
AWA
694
Arkadios Wealth Advisors
Georgia
$231K -$27.8K -110 -10%
Brown Advisory
695
Brown Advisory
Maryland
$226K -$32.1K -127 -12%
SS
696
Simplicity Solutions
Minnesota
$225K +$238K +941 New
CAG
697
Csenge Advisory Group
Florida
$223K +$1.01K +4 +0.4%
BFG
698
Berger Financial Group
Minnesota
$222K -$10.1K -40 -4%
EFM
699
E Fund Management
China
$218K +$230K +911 New
WP
700
WealthSource Partners
California
$217K -$13.1K -52 -5%

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.