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
PWA
701
Phoenix Wealth Advisors
North Carolina
$217K
MAG
702
MRA Advisory Group
New Jersey
$216K
HSA
703
HBK Sorce Advisory
Pennsylvania
$215K
LRIA
704
Leonard Rickey Investment Advisors
Washington
$214K +$6.82K +27 +3%
CCG
705
Cypress Capital Group
Florida
$208K +$5.05K +20 +2%
EP
706
Eudaimonia Partners
Tennessee
$206K -$18.2K -72 -8%
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$205K
SI
708
Stephens Inc
Arkansas
$204K -$5.8K -23 -3%
VAS
709
Vestmark Advisory Solutions
Massachusetts
$202K -$7.83K -31 -4%
FBFS
710
First Business Financial Services
Wisconsin
$201K
TPCW
711
TD Private Client Wealth
New York
$199K +$5.8K +23 +3%
FPS
712
Fieldpoint Private Securities
Connecticut
$198K +$171K +679 +465%
SIC
713
Salem Investment Counselors
North Carolina
$195K +$165K +652 +402%
SOW
714
State of Wyoming
Wyoming
$176K +$146K +580 +377%
IUHSA
715
Itau Unibanco Holding S.A.
Brazil
$173K +$98.7K +391 +118%
BCA
716
Berman Capital Advisors
Georgia
$170K +$36.9K +146 +26%
AIM
717
Anchor Investment Management
South Carolina
$168K +$50.5K +200 +40%
CTC
718
Central Trust Company
Missouri
$165K -$656K -2,600 -79%
PCM
719
Penserra Capital Management
California
$162K +$16.7K +66 +11%
LC
720
Lindbrook Capital
California
$159K +$2.02K +8 +1%
TG
721
TCW Group
California
$146K -$1.29M -5,097 -0.8%
CF
722
Centaurus Financial
California
$144K -$75.7K -300 -33%
DMBA
723
Deseret Mutual Benefit Administrators
Utah
$144K -$47.2K -187 -24%
QCG
724
Quadrant Capital Group
Ohio
$144K -$757 -3 -0.5%
CFGS
725
Concourse Financial Group Securities
Alabama
$141K -$9.59K -38 -6%

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.