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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
Baird Financial Group
176
Baird Financial Group
Wisconsin
$24.7M +$10.3K +41 +0%
DekaBank Deutsche Girozentrale
177
DekaBank Deutsche Girozentrale
Germany
$24.6M +$10.1M +39,837 +64%
VNIM
178
Vaughan Nelson Investment Management
Texas
$24.6M -$1.46M -5,791 -5%
Mitsubishi UFJ Trust & Banking
179
Mitsubishi UFJ Trust & Banking
Japan
$23.9M -$1.3M -5,143 -5%
BMSSC
180
B. Metzler seel. Sohn & Co
Germany
$23.8M -$522K -2,068 -2%
M&T Bank
181
M&T Bank
New York
$23.7M -$1.47M -5,822 -6%
SAM
182
Storebrand Asset Management
Norway
$23.5M +$8.03M +31,821 +48%
SFI
183
Susquehanna Fundamental Investments
Pennsylvania
$23.1M -$4.24M -16,800 -15%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$22.8M -$125K -497 -0.5%
BSA
185
Braun Stacey Associates
New York
$22.5M -$723K -2,866 -3%
Asset Management One
186
Asset Management One
Japan
$22.2M -$795K -3,148 -3%
VOYA Investment Management
187
VOYA Investment Management
Georgia
$21.9M -$459K -1,819 -2%
MIG
188
McGuire Investment Group
Rhode Island
$21.7M +$279K +1,104 +1%
CB
189
Commerce Bank
Missouri
$21.5M +$151K +599 +0.7%
WorldQuant Millennium Advisors
190
WorldQuant Millennium Advisors
New York
$21M -$28.7M -113,609 -56%
RA
191
RiverPark Advisors
New York
$20.4M
Natixis Advisors
192
Natixis Advisors
Massachusetts
$20.4M +$200K +793 +0.9%
HP
193
Hound Partners
New York
$19.9M -$27M -107,110 -56%
CCM
194
Corsair Capital Management
New York
$19.8M -$50.7K -201 -0.2%
PAMS
195
Pictet Asset Management (Switzerland)
Switzerland
$19.6M +$20.6M +81,728 New
EHI
196
Eagle Health Investments
Connecticut
$19.4M -$1.03M -4,100 -5%
ADEF
197
Adams Diversified Equity Fund
Maryland
$19.1M -$2.6M -10,300 -11%
FPCM
198
Financial Partners Capital Management
New York
$19.1M -$631K -2,500 -3%
Mitsubishi UFJ Asset Management
199
Mitsubishi UFJ Asset Management
Japan
$18.8M +$1.74M +6,874 +10%
EB
200
Eastern Bank
Massachusetts
$18.7M -$89.6K -355 -0.5%

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.