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
CB
751
Community Bank
New York
$66K
FIA
752
FNY Investment Advisers
New York
$64K +$68.4K +271 New
VRM
753
Vectors Research Management
New York
$62K
PCM
754
Pinz Capital Management
New York
$61K +$63.1K +250 New
HR
755
Howe & Rusling
New York
$60K -$1.51K -6 -2%
SIM
756
Sonora Investment Management
Arizona
$60K +$34.6K +137 +121%
EI
757
Ellevest Inc
New York
$59K +$11.1K +44 +22%
HI
758
Harbour Investments
Wisconsin
$58K +$4.29K +17 +8%
MCM
759
Manchester Capital Management
Vermont
$57K -$3.79K -15 -6%
CWC
760
Carolinas Wealth Consulting
North Carolina
$55K -$12.6K -50 -18%
PFBT
761
Parkside Financial Bank & Trust
Missouri
$55K +$9.59K +38 +20%
GWS
762
Glassman Wealth Services
Virginia
$54K +$2.78K +11 +5%
TFA
763
Toth Financial Advisory
Virginia
$54K +$56.8K +225 New
AS
764
Altshuler Shaham
Israel
$53K +$3.03K +12 +6%
TFS
765
TrustCore Financial Services
Tennessee
$52K
BWM
766
Baystate Wealth Management
Massachusetts
$48K
SPWG
767
Sage Private Wealth Group
Illinois
$48K
NICM
768
Neo Ivy Capital Management
New York
$46K +$50.7K +201 +160%
BC
769
Burleson & Co
California
$45K
FWM
770
Focused Wealth Management
New York
$45K
HCP
771
Hexagon Capital Partners
Arkansas
$42K -$8.83K -35 -17%
ST
772
Smithfield Trust
Pennsylvania
$41K
DFCM
773
Dark Forest Capital Management
Puerto Rico
$40K -$120K -476 -74%
CCA
774
Column Capital Advisors
Indiana
$40K
JCM
775
Jacobi Capital Management
Pennsylvania
$40K

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.