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849 hedge funds and large institutions have $40.9B invested in IQVIA in 2021 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 319 increasing their positions, 281 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 47

32% more funds holding in top 10

Funds holding in top 10: 2837 (+9)

26% more capital invested

Capital invested by funds: $32.5B → $40.9B (+$8.48B)

14% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 281

10% more funds holding

Funds holding: 774849 (+75)

0.43% more ownership

Funds ownership: 87.8%88.23% (+0.43%)

42% less call options, than puts

Call options by funds: $108M | Put options by funds: $185M

Holders
849
Holders Change
+75
Holders Change %
+9.69%
% of All Funds
14.78%
Holding in Top 10
37
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+32.14%
% of All Funds
0.64%
New
127
Increased
319
Reduced
281
Closed
47
Calls
$108M
Puts
$185M
Net Calls
-$77.7M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.03B -$20.6M -89,021 -0.4%
BlackRock
2
BlackRock
New York
$3.78B +$184M +797,361 +5%
State Street
3
State Street
Massachusetts
$1.95B -$19.7M -85,142 -1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.32B -$285M -1,235,107 -19%
LP
5
Longview Partners
Guernsey
$1.02B -$92.8M -402,032 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$939M +$135M +585,399 +18%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$781M +$18.3M +79,065 +3%
Lazard Asset Management
8
Lazard Asset Management
New York
$723M +$23.3M +100,768 +3%
Morgan Stanley
9
Morgan Stanley
New York
$718M +$31.8M +137,580 +5%
FCM
10
Farallon Capital Management
California
$695M -$278M -1,202,345 -30%
American Century Companies
11
American Century Companies
Missouri
$622M -$21.6M -93,726 -4%
Invesco
12
Invesco
Georgia
$612M -$74.9M -324,502 -11%
DZ Bank
13
DZ Bank
Germany
$600M -$14.6M -63,158 -2%
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$574M
Ameriprise
15
Ameriprise
Minnesota
$519M +$226M +977,071 +84%
Bessemer Group
16
Bessemer Group
New Jersey
$481M -$38.2M -165,338 -8%
Northern Trust
17
Northern Trust
Illinois
$468M -$7.75M -33,565 -2%
Norges Bank
18
Norges Bank
Norway
$460M -$10.8M -46,809 -2%
Goldman Sachs
19
Goldman Sachs
New York
$401M +$156M +674,553 +69%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$389M +$9.74M +42,172 +3%
N
21
Nuveen
North Carolina
$386M +$39.9M +172,858 +12%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$354M +$2.63M +11,405 +0.8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$352M -$52.4K -227 -0%
Winslow Capital Management
24
Winslow Capital Management
Minnesota
$347M -$118M -509,735 -26%
Capital Research Global Investors
25
Capital Research Global Investors
California
$322M +$518K +2,242 +0.2%

IQV Hedge Fund Activity: Q2 2021 in Review

849 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2021, worth a combined $40.9B — up 26% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new IQV positions and 47 closed out — a net gain of 80 holders — while 319 added to existing stakes and 281 trimmed.

The largest buyer was Ameriprise, adding an estimated $226M. The largest seller was AllianceBernstein, cutting an estimated $285M.

  • 849 institutional investors held IQVIA (IQV) as of Q2 2021, up from 774 in Q1 2021.
  • Funds reported $40.9B of IQVIA stock for Q2 2021, up 26% quarter-over-quarter.
  • 127 funds opened new IQVIA positions in Q2 2021 and 47 closed out, a net change of +80 holders.
  • The largest IQVIA buyer in Q2 2021 was Ameriprise, an estimated $226M added.
  • The largest IQVIA seller in Q2 2021 was AllianceBernstein, an estimated $285M sold.

Based on aggregated 13F filings for Q2 2021.