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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
SW
201
SVB Wealth
Massachusetts
$18.6M -$86.1K -341 -0.4%
KWILP
202
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.5M -$1.23M -4,872 -6%
MML Investors Services
203
MML Investors Services
Massachusetts
$18.5M +$1.73M +6,856 +10%
TCM
204
Tekla Capital Management
Massachusetts
$18.4M +$5.02M +19,878 +35%
NC
205
Nicholas Company
Wisconsin
$18.3M -$2.89M -11,450 -13%
WT
206
Whittier Trust
California
$18.1M +$82.3K +326 +0.4%
Vontobel Holding
207
Vontobel Holding
Switzerland
$17.9M +$7.64M +30,269 +68%
WP
208
Woodline Partners
California
$17.8M +$18.8M +74,297 New
PAG
209
Private Advisor Group
New Jersey
$17.8M +$9.78M +38,741 +109%
EAM
210
EULAV Asset Management
Florida
$17.4M -$252 -1 -0%
KLWA
211
Kelly Lawrence W & Associates
California
$16.9M -$120K -475 -0.7%
PHP
212
Parkman Healthcare Partners
Connecticut
$16.7M +$379K +1,500 +2%
Treasurer of the State of North Carolina
213
Treasurer of the State of North Carolina
North Carolina
$16.5M +$585K +2,319 +3%
AAF
214
Andra AP-fonden
Sweden
$16.4M +$2.57M +10,200 +17%
Aberdeen Group
215
Aberdeen Group
United Kingdom
$16.4M -$1.06M -4,214 -6%
AIG
216
American International Group
New York
$16.2M -$283K -1,120 -2%
BNP Paribas Financial Markets
217
BNP Paribas Financial Markets
France
$16.2M -$10.5M -41,709 -38%
LPL Financial
218
LPL Financial
California
$16.2M +$2.72M +10,792 +19%
KPCM
219
Kings Point Capital Management
New York
$16.2M +$840K +3,326 +5%
KCP
220
KDI Capital Partners
North Carolina
$15.6M -$878K -3,479 -5%
QIM
221
Quest Investment Management
Oregon
$15.1M +$195K +772 +1%
MAM
222
Mastrapasqua Asset Management
Tennessee
$14.9M -$500K -1,981 -3%
FAF
223
Fjarde Ap-fonden
Sweden
$14.6M -$606K -2,400 -4%
Axa
224
Axa
France
$14.1M +$505K +1,999 +4%
BIM
225
Bridges Investment Management
Nebraska
$14.1M -$1.41M -5,577 -9%

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.