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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
EWA
801
Evolution Wealth Advisors
Florida
$13K -$22K -87 -62%
SIS
802
Sound Income Strategies
Florida
$13K -$2.52K -10 -16%
HNB
803
Huntington National Bank
Ohio
$13K +$11.4K +45 +500%
CAM
804
ClariVest Asset Management
California
$12K -$732K -2,900 -98%
BWL
805
Bogart Wealth LLC
Virginia
$12K -$252 -1 -2%
APWA
806
Atlas Private Wealth Advisors
New Jersey
$12K
FMP
807
Financial Management Professionals
Texas
$12K
HI
808
Hudock Inc
Pennsylvania
$12K
PMFA
809
Plante Moran Financial Advisors
Michigan
$11K
VCM
810
Vigilant Capital Management
Maine
$11K +$12.1K +48 New
BIA
811
Bell Investment Advisors
California
$10K +$10.9K +43 New
RA
812
Resolute Advisors
California
$9K
TWA
813
TCI Wealth Advisors
Arizona
$9K +$2.78K +11 +41%
HDIM
814
Hanson & Doremus Investment Management
Vermont
$9K +$9.09K +36 New
Capstone Investment Advisors
815
Capstone Investment Advisors
New York
$9K +$9.59K +38 New
WPA
816
West Paces Advisors
Georgia
$8.86K
CWA
817
Carolina Wealth Advisors
South Carolina
$8K
Jones Financial Companies
818
Jones Financial Companies
Missouri
$8K
WB
819
Webster Bank
Connecticut
$8K
LWP
820
Lumature Wealth Partners
Georgia
$8K +$4.29K +17 +106%
ACM
821
Antonetti Capital Management
Florida
$8K +$8.83K +35 New
BU
822
BBVA USA
Alabama
$7K -$9.09K -36 -56%
DAM
823
Delta Asset Management
Tennessee
$7K
MA
824
MUFG Americas
New York
$7K
PWMG
825
Prestige Wealth Management Group
New Jersey
$7K

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.