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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
KFC
676
Klingenstein Fields & Co
New York
$373K
AWP
677
Accretive Wealth Partners
New Jersey
$370K
MPM
678
MBB Public Markets
Illinois
$369K +$339K +1,307 New
TSS
679
Two Sigma Securities
New York
$369K +$340K +1,309 New
PAM
680
Panagora Asset Management
Massachusetts
$368K -$40.4M -155,571 -99%
EN1L
681
Engine No 1 LLC
California
$368K +$71.9K +277 +27%
GPWA
682
Great Point Wealth Advisors
Massachusetts
$368K +$338K +1,304 New
IAA
683
Independent Advisor Alliance
North Carolina
$358K +$43.9K +169 +15%
WB
684
West Bancorporation
Iowa
$358K +$330K +1,270 New
RFC
685
Regions Financial Corp
Alabama
$357K +$3.11K +12 +1%
TWMP
686
Taylor Wealth Management Partners
Massachusetts
$354K +$51.9K +200 +19%
AA
687
ALPS Advisors
Colorado
$353K +$27.2K +105 +9%
Jane Street
688
Jane Street
New York
$352K -$1.61M -6,188 -83%
CWS
689
Cypress Wealth Services
California
$352K +$23.9K +92 +8%
HR
690
Hayden Royal
North Carolina
$347K +$519 +2 +0.2%
FMLI
691
Fukoku Mutual Life Insurance
Japan
$347K +$10.4K +40 +3%
EFSCE
692
Enterprise Financial Services Corp (EFSC)
Missouri
$347K +$13K +50 +4%
PWPS
693
Pinnacle Wealth Planning Services
Ohio
$343K +$28.3K +109 +10%
OFS
694
OneAscent Financial Services
Alabama
$341K -$184K -709 -37%
FHA
695
First Horizon Advisors
Tennessee
$340K -$27.8K -107 -8%
TFA
696
Tranquilli Financial Advisor
New Jersey
$338K +$779 +3 +0.3%
MC
697
Machina Capital
France
$336K -$469K -1,809 -60%
AWA
698
Arkadios Wealth Advisors
Georgia
$333K +$55.3K +213 +22%
BAM
699
Barrett Asset Management
New York
$331K +$274K +1,054 +878%
HNWAG
700
High Net Worth Advisory Group
Florida
$330K +$304K +1,170 New

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.