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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
FMT
726
First Mercantile Trust
Tennessee
$141K
LJHT
727
Laurie J. Hall Trustee
$139K -$6.31K -25 -4%
CFA
728
Carroll Financial Associates
North Carolina
$132K +$23.2K +92 +20%
CBT
729
Central Bank & Trust
Kentucky
$127K +$120K +474 +817%
PCG
730
Private Capital Group
Connecticut
$120K +$18.9K +75 +18%
BFEC
731
Benjamin F. Edwards & Company
Missouri
$116K +$7.32K +29 +6%
Koshinski Asset Management
732
Koshinski Asset Management
Illinois
$115K +$121K +481 New
NIM
733
NuWave Investment Management
New Jersey
$112K -$59.8K -237 -34%
CI
734
CX Institutional
Indiana
$105K +$7.07K +28 +7%
CAL
735
Capital Analysts LLC
Pennsylvania
$103K -$12.1K -48 -10%
CWP
736
Concord Wealth Partners
Virginia
$102K -$10.6K -42 -9%
GWSG
737
GPS Wealth Strategies Group
Colorado
$101K
HPC
738
HM Payson & Co
Maine
$101K
OC
739
Oakworth Capital
Alabama
$101K
HFM
740
Harvest Fund Management
China
$100K
SM
741
SG3 Management
Puerto Rico
$96K -$278K -1,100 -73%
PWM
742
Prentice Wealth Management
New York
$93K
Kayne Anderson Rudnick Investment Management
743
Kayne Anderson Rudnick Investment Management
California
$88K
JGIA
744
Jackson Grant Investment Advisers
Connecticut
$83K
ACA
745
Atlas Capital Advisors
Wyoming
$76.7K +$6.31K +25 +8%
FAM
746
Fred Alger Management
New York
$75K +$22.5K +89 +40%
CA
747
Clearstead Advisors
Ohio
$72K -$4.54K -18 -6%
RFA
748
Reilly Financial Advisors
California
$72K +$56.8K +225 +292%
KIG
749
Kowal Investment Group
Wisconsin
$71K +$75.2K +298 New
SLF
750
Sun Life Financial
Ontario, Canada
$69K

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.