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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
EC
76
Eminence Capital
New York
$97.6M +$1.02M +4,023 +1%
RJFSA
77
Raymond James Financial Services Advisors
Florida
$97.1M +$7.02M +27,793 +7%
Royal London Asset Management
78
Royal London Asset Management
United Kingdom
$97.1M +$6.64M +26,323 +7%
Assenagon Asset Management
79
Assenagon Asset Management
Luxembourg
$97.1M -$72.7M -287,857 -42%
Man Group
80
Man Group
United Kingdom
$97M +$996K +3,947 +1%
Millennium Management
81
Millennium Management
New York
$94.1M -$9.82M -38,918 -9%
ACP
82
Atalan Capital Partners
New York
$93.4M +$35.3M +140,000 +56%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$91.8M -$2.98M -11,792 -3%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$91.5M +$15M +59,550 +19%
2
85
2Xideas
Switzerland
$91M +$56.3M +222,863 +142%
AIM
86
Artemis Investment Management
United Kingdom
$87.9M +$16.9M +66,932 +22%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$87.8M +$2.42M +9,595 +3%
PHS
88
PFM Health Sciences
California
$85.7M
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$80.4M -$1.52M -6,029 -2%
LWCFA
90
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.9M +$8.35M +33,079 +11%
HJGA
91
Hardman Johnston Global Advisors
Connecticut
$78.4M -$379K -1,502 -0.5%
National Pension Service
92
National Pension Service
South Korea
$75.7M +$1.65M +6,540 +2%
Aviva
93
Aviva
United Kingdom
$75.6M +$7.49M +29,671 +10%
UBS Group
94
UBS Group
Switzerland
$75.1M +$7.65M +30,324 +11%
Barclays
95
Barclays
United Kingdom
$74.5M +$9.44M +37,403 +14%
MWNA
96
Marshall Wace North America
New York
$72.9M +$52.5M +207,835 +216%
Robeco Institutional Asset Management
97
Robeco Institutional Asset Management
Netherlands
$70.5M +$4.53M +17,957 +6%
AAM
98
Ardevora Asset Management
United Kingdom
$69.5M -$7.42M -29,400 -9%
Handelsbanken Fonder
99
Handelsbanken Fonder
Sweden
$69.2M +$25.1M +99,400 +52%
CLOS
100
Compagnie Lombard Odier SCmA
Switzerland
$67.5M -$424K -1,678 -0.6%

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.