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IQVIA
IQV

849 hedge funds and large institutions have $40.9B invested in IQVIA in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 319 increasing their positions, 281 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 47

32% more funds holding in top 10

Funds holding in top 10: 28 → 37 (+9)

26% more capital invested

Capital invested by funds: $32.5B → $40.9B (+$8.48B)

14% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 281

10% more funds holding

Funds holding: 774 → 849 (+75)

0.43% more ownership

Funds ownership: 87.8% → 88.23% (+0.43%)

42% less call options, than puts

Call options by funds: $108M | Put options by funds: $185M

Holders
849
Holders Change
+75
Holders Change %
+9.69%
% of All Funds
14.78%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.64%
New
127
Increased
319
Reduced
281
Closed
47
Calls
$108M
Puts
$185M
Net Calls
-$77.7M
Net Calls Change
-$30.3M

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$226M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$204M
3
BlackRock
BlackRock
New York
+$184M
4
PI
Putnam Investments
Massachusetts
+$177M
5
Goldman Sachs
Goldman Sachs
New York
+$156M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$285M
2
FCM
Farallon Capital Management
California
-$278M
3
SCM
Steadfast Capital Management
New York
-$165M
4
Citadel Advisors
Citadel Advisors
Florida
-$156M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$153M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSE
851
MUFG Securities EMEA
United Kingdom
– -$22M -114,000 Closed
ITP
852
Iron Triangle Partners
Connecticut
– -$19.3M -100,000 Closed
IP
853
Isthmus Partners
Wisconsin
– -$11.3M -58,478 Closed
SCM
854
Sandler Capital Management
New York
– -$8.5M -44,030 Closed
Twin Tree Management
855
Twin Tree Management
Texas
– -$4.81M -20,831 Closed
TC
856
TwinBeech Capital
New York
– -$2.71M -14,050 Closed
FEG
857
Financial Enhancement Group
Indiana
– -$2.36M -12,212 Closed
CIBC Private Wealth Group
858
CIBC Private Wealth Group
Georgia
– -$2.35M -12,166 Closed
E
859
Ergoteles
New York
– -$2.24M -11,590 Closed
MFS
860
Mirabella Financial Services
United Kingdom
– -$2.11M -10,918 Closed
ACM
861
Alpha Capital Management
Texas
– -$2.06M -10,687 Closed
WCA
862
Waratah Capital Advisors
Ontario, Canada
– -$1.84M -9,536 Closed
LHC
863
Little House Capital
Massachusetts
– -$1.61M -8,357 Closed
SFS
864
Sowell Financial Services
Arkansas
– -$1.73M -7,472 Closed
LIA
865
LS Investment Advisors
Michigan
– -$759K -3,929 Closed
DAM
866
Draper Asset Management
New York
– -$758K -3,923 Closed
GAM
867
Gotham Asset Management
New York
– -$602K -3,116 Closed
PF
868
Phoenix Financial
Israel
– -$585K -3,067 Closed
YIH
869
Y-Intercept (HK)
Hong Kong
– -$584K -3,061 Closed
CA
870
Capitolis Advisors
New York
– -$581K -3,007 Closed
SM
871
Sciencast Management
New Jersey
– -$590K -2,889 Closed
AC
872
Athanor Capital
New York
– -$546K -2,825 Closed
LCM
873
Laurion Capital Management
New York
– -$367K -1,900 Closed
TCM
874
TimesSquare Capital Management
New York
– -$333K -1,725 Closed
TCM
875
Teza Capital Management
Illinois
– -$328K -1,700 Closed
32 33 34
35
36

IQV Hedge Fund Activity: Q2 2021 in Review

849 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2021, worth a combined $40.9B — up 26% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new IQV positions and 47 closed out — a net gain of 80 holders — while 319 added to existing stakes and 281 trimmed.

The largest buyer was Ameriprise, adding an estimated $226M. The largest seller was AllianceBernstein, cutting an estimated $285M.

  • 849 institutional investors held IQVIA (IQV) as of Q2 2021, up from 774 in Q1 2021.
  • Funds reported $40.9B of IQVIA stock for Q2 2021, up 26% quarter-over-quarter.
  • 127 funds opened new IQVIA positions in Q2 2021 and 47 closed out, a net change of +80 holders.
  • The largest IQVIA buyer in Q2 2021 was Ameriprise, an estimated $226M added.
  • The largest IQVIA seller in Q2 2021 was AllianceBernstein, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2021.