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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
SIAG
876
Signet Investment Advisory Group
Rhode Island
-$852K -3,517 Closed
SAM
877
Sectoral Asset Management
Quebec, Canada
-$727K -3,000 Closed
SPC
878
Sigma Planning Corp
Michigan
-$722K -2,981 Closed
OC
879
Oppenheimer & Co
New York
-$619K -2,554 Closed
Walleye Capital
880
Walleye Capital
New York
-$599 -2,470 Closed
IC
881
Inscription Capital
Texas
-$465K -1,920 Closed
LFAS
882
Level Four Advisory Services
Texas
-$381K -1,571 Closed
CM
883
Caption Management
Oklahoma
-$365K -1,503 Closed
AP
884
Advisors Preferred
Maryland
-$365K -1,476 Closed
CCM
885
Coldstream Capital Management
Washington
-$316K -1,304 Closed
VVP
886
Venture Visionary Partners
Ohio
-$246K -1,019 Closed
RHBC
887
R.H. Bluestein & Co
Michigan
-$242K -1,000 Closed
GA
888
Geller Advisors
New York
-$223K -922 Closed
IWM
889
IHT Wealth Management
Illinois
-$217K -894 Closed
DS
890
DRW Securities
Illinois
-$206K -851 Closed
GPWA
891
Great Point Wealth Advisors
Massachusetts
-$202K -834 Closed
PCS
892
Personal CFO Solutions
New Jersey
-$200K -827 Closed
BAM
893
Belpointe Asset Management
Nevada
-$154K -633 Closed
KFP
894
KB Financial Partners
New Jersey
-$109K -451 Closed
CFO
895
CVA Family Office
Colorado
-$62K -255 Closed
RDWM
896
Red Door Wealth Management
Tennessee
-$48K -200 Closed
OIA
897
Optimum Investment Advisors
Illinois
-$27K -110 Closed
PA
898
Perennial Advisors
New York
-$27K -110 Closed
BMD
899
Better Money Decisions
New Mexico
-$22K -90 Closed
TCOV
900
Trust Company of Vermont
Vermont
-$15K -62 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.