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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
KCM
51
Kensico Capital Management
Connecticut
$179M -$36.3M -143,700 -16%
SCM
52
Suvretta Capital Management
New York
$168M +$27.3M +108,350 +18%
Prudential Financial
53
Prudential Financial
New Jersey
$163M +$19.6M +77,784 +13%
RJA
54
Raymond James & Associates
Florida
$161M +$3.69M +14,600 +2%
BCI
55
Bain Capital Investors
Massachusetts
$148M
Primecap Management
56
Primecap Management
California
$145M -$823K -3,260 -0.5%
Two Sigma Investments
57
Two Sigma Investments
New York
$143M -$11.2M -44,461 -7%
PPA
58
Parametric Portfolio Associates
Washington
$133M +$7.75M +30,714 +6%
Deutsche Bank
59
Deutsche Bank
Germany
$132M -$33.5M -132,726 -19%
Franklin Resources
60
Franklin Resources
California
$131M +$3M +11,903 +2%
Sands Capital Management
61
Sands Capital Management
Virginia
$130M +$1.75M +6,946 +1%
Wells Fargo
62
Wells Fargo
California
$129M -$2.57M -10,173 -2%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M +$23.2M +91,782 +22%
Nordea Investment Management
64
Nordea Investment Management
Sweden
$121M +$396K +1,568 +0.3%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$120M +$79.4M +314,400 +167%
Stifel Financial
66
Stifel Financial
Missouri
$120M +$1M +3,977 +0.8%
Jennison Associates
67
Jennison Associates
New York
$117M -$9.98M -39,535 -7%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$117M -$5.24M -20,767 -4%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$117M +$27.9M +110,496 +29%
Korea Investment Corp
70
Korea Investment Corp
South Korea
$115M -$8.92M -35,346 -7%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$112M -$9.38M -37,146 -7%
First Trust Advisors
72
First Trust Advisors
Illinois
$110M +$3.6M +14,243 +3%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$104M -$553K -2,189 -0.5%
Federated Hermes
74
Federated Hermes
Pennsylvania
$101M -$12.9M -51,279 -11%
TPI
75
Tesco Pension Investment
United Kingdom
$100M -$6.04M -23,918 -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.