We are live on ! Find out more

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
Truist Financial
101
Truist Financial
North Carolina
$63.5M +$2.15M +8,529 +3%
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$63.3M +$563K +2,229 +0.9%
WT
103
Washington Trust
Rhode Island
$63.2M +$121K +480 +0.2%
Public Employees Retirement Association of Colorado
104
Public Employees Retirement Association of Colorado
Colorado
$60.6M -$1.24M -4,924 -2%
Renaissance Technologies
105
Renaissance Technologies
New York
$59.1M +$4.04M +16,000 +7%
BC
106
Brahman Capital
New York
$58.4M -$19.9M -78,969 -24%
Principal Financial Group
107
Principal Financial Group
Iowa
$58.2M +$684K +2,711 +1%
JP Morgan Chase
108
JP Morgan Chase
New York
$58M +$9M +35,648 +17%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$55.5M -$1.28M -5,072 -2%
TCM
110
Tran Capital Management
California
$55M -$4.29M -17,005 -7%
New York State Common Retirement Fund
111
New York State Common Retirement Fund
New York
$52.6M +$453K +1,795 +0.8%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$51.7M -$58.8M -232,777 -52%
SOMRS
113
State of Michigan Retirement System
Michigan
$51.4M -$25.2K -100 -0%
CS
114
Candriam SCA
Luxembourg
$50.6M +$2.41M +9,543 +5%
SO
115
STRS Ohio
Ohio
$50.4M -$6.93M -27,459 -12%
Adage Capital Partners
116
Adage Capital Partners
Massachusetts
$49.2M -$757K -3,000 -1%
PFM
117
Premier Fund Managers
United Kingdom
$49.1M +$4.8M +19,000 +10%
AQR Capital Management
118
AQR Capital Management
Connecticut
$49.1M +$22.1M +87,431 +74%
MCM
119
Maryland Capital Management
Maryland
$49M +$666K +2,640 +1%
JAM
120
Jupiter Asset Management
United Kingdom
$48.9M -$23.6M -93,688 -31%
New York State Teachers Retirement System (NYSTRS)
121
New York State Teachers Retirement System (NYSTRS)
New York
$48.4M +$127K +502 +0.2%
DnB Asset Management
122
DnB Asset Management
Norway
$47.5M +$168K +667 +0.3%
Retirement Systems of Alabama
123
Retirement Systems of Alabama
Alabama
$47.3M -$1.09M -4,309 -2%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$46.9M +$3.47M +13,738 +8%
CC
125
Criteria Caixa
Spain
$46.9M

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.