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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
BHWM
851
Bay Harbor Wealth Management
Maryland
$1K
BWM
852
BerganKDV Wealth Management
Minnesota
$1K
RCC
853
Red Cedar Capital
Nebraska
$1K
TSW
854
Thompson Siegel & Walmsley
Virginia
$1K
GAM
855
Gemmer Asset Management
California
$1K +$757 +3 New
PI
856
PEAK6 Investments
Illinois
$1K +$757 +3 New
LWA
857
Lenox Wealth Advisors
New York
$1K +$1.01K +4 New
GFPC
858
Global Financial Private Client
Florida
$966
ED
859
Exane Derivatives
France
$479
BBHC
860
Brown Brothers Harriman & Co
New York
$182
SCM
861
Steadfast Capital Management
New York
-$281M -1,159,528 Closed
GCM
862
Glenview Capital Management
New York
-$37.6M -155,329 Closed
VC
863
Veracity Capital
Georgia
-$9.66M -39,884 Closed
OCM
864
Oribel Capital Management
New York
-$9.52M -39,300 Closed
PC
865
PointState Capital
New York
-$4.85M -20,000 Closed
LP
866
LMR Partners
United Kingdom
-$3.08M -12,698 Closed
WAM
867
Weiss Asset Management
Massachusetts
-$1.75M -7,234 Closed
FC
868
FORA Capital
Florida
-$1.75M -7,227 Closed
MC
869
Maverick Capital
Texas
-$1.57M -6,483 Closed
CC
870
Centiva Capital
New York
-$1.46M -6,020 Closed
B
871
BP
United Kingdom
-$1.18M -4,862 Closed
TCM
872
Tuttle Capital Management
Connecticut
-$1.14M -4,710 Closed
QT
873
Quantamental Technologies
New York
-$1.06M -4,380 Closed
CM
874
Crestline Management
Texas
-$979K -4,039 Closed
CANY
875
Caxton Associates (New York)
New York
-$934K -3,856 Closed

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.