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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
SEI Investments
126
SEI Investments
Pennsylvania
$46.9M -$2.14M -8,493 -4%
BFS
127
Bradley Foster & Sargent
Connecticut
$46.7M +$401K +1,587 +0.8%
BG
128
Bellevue Group
Switzerland
$45.7M +$3.34M +13,220 +7%
AI
129
Axiom Investors
Connecticut
$45.3M -$6.39M -25,331 -12%
Neuberger Berman Group
130
Neuberger Berman Group
New York
$45.1M +$24.8M +98,262 +108%
KBC Group
131
KBC Group
Belgium
$44.8M -$44.1M -174,642 -48%
First Manhattan
132
First Manhattan
New York
$44.8M +$2.5M +9,898 +6%
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$43.7M +$34.6M +137,053 +303%
Canada Life
134
Canada Life
Manitoba, Canada
$42.4M +$1.6M +6,335 +4%
PI
135
PineBridge Investments
New York
$41.9M +$41M +162,295 +1,302%
FFA
136
First Foundation Advisors
California
$41.4M +$1.37M +5,435 +3%
PWAM
137
Park West Asset Management
California
$40M +$2.02M +8,000 +5%
CI
138
Cooper Investors
Australia
$39.5M -$1.02M -4,040 -2%
KA
139
Kerrisdale Advisers
Florida
$39M +$822K +3,257 +2%
Skandinaviska Enskilda Banken (SEB)
140
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.4M -$1.25M -4,942 -3%
RCP
141
RIT Capital Partners
United Kingdom
$38.1M -$20.2M -80,000 -33%
TAM
142
Todd Asset Management
Kentucky
$37.7M -$4.61M -18,262 -10%
PAM
143
Panagora Asset Management
Massachusetts
$37.6M -$110K -434 -0.3%
Citigroup
144
Citigroup
New York
$36.8M +$10.1M +40,119 +35%
D.E. Shaw & Co
145
D.E. Shaw & Co
New York
$36.5M -$70.3M -278,664 -65%
Victory Capital Management
146
Victory Capital Management
Texas
$36.3M -$1.03M -4,078 -3%
TAM
147
Trillium Asset Management
Massachusetts
$36.2M +$876K +3,469 +2%
LOAMS
148
Lombard Odier Asset Management (Switzerland)
Switzerland
$35.5M +$3.75M +14,838 +11%
CIBC Asset Management
149
CIBC Asset Management
Ontario, Canada
$35.4M -$711K -2,816 -2%
Macquarie Group
150
Macquarie Group
Australia
$34.6M -$964K -3,819 -3%

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.