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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
HA
776
Homestead Advisers
Virginia
$34K +$12.4K +49 +53%
EBA
777
Eagle Bay Advisors
New York
$33K +$5.55K +22 +20%
ONST
778
Old North State Trust
North Carolina
$32K
O
779
Ossiam
France
$31K -$12.4M -48,929 -100%
TAIM
780
TD Ameritrade Investment Management
Nebraska
$31K -$1.77K -7 -3%
AF
781
Allworth Financial
California
$30K +$13.4K +53 +73%
BAM
782
Barrett Asset Management
New York
$29K +$30.3K +120 New
HIA
783
Harbor Investment Advisory
Maryland
$28K
BCM
784
Blume Capital Management
California
$24K
GLLW
785
Graves Light Lenhart Wealth
Virginia
$24K
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$24K +$505 +2 +2%
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$23K -$757 -3 -3%
SIAP
788
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K
EARNEST Partners
789
EARNEST Partners
Georgia
$22K
EW
790
Evoke Wealth
California
$22K
FF
791
FourThought Financial
Florida
$22K +$6.31K +25 +37%
Nisa Investment Advisors
792
Nisa Investment Advisors
Missouri
$21.4K -$280K -1,110 -1%
CYG
793
Clean Yield Group
Vermont
$17K
CMA
794
Cedar Mountain Advisors
Oregon
$16K
EL
795
EMFO LLC
Florida
$16K
ME
796
McIlrath & Eck
Washington
$16K
MCM
797
MV Capital Management
Maryland
$16K +$9.34K +37 +128%
ADL
798
Asset Dedication LLC
California
$15K +$16.2K +64 New
SWA
799
Sutton Wealth Advisors
Florida
$14.4K +$2.02K +8 +15%
TWM
800
Tradition Wealth Management
Minnesota
$14K

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.