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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.02B +$42.8M +169,547 +0.8%
BlackRock
2
BlackRock
New York
$3.66B -$79.2M -313,901 -2%
State Street
3
State Street
Massachusetts
$1.9B -$29.2M -115,547 -1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.16B -$153M -606,552 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1B +$77.3M +306,146 +8%
LP
6
Longview Partners
Guernsey
$839M -$183M -724,159 -17%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$801M +$29.6M +117,330 +4%
Lazard Asset Management
8
Lazard Asset Management
New York
$710M -$4.58M -18,143 -0.6%
Morgan Stanley
9
Morgan Stanley
New York
$703M -$7.14M -28,294 -1%
FCM
10
Farallon Capital Management
California
$648M -$41.2M -163,080 -6%
American Century Companies
11
American Century Companies
Missouri
$608M -$8.08M -32,008 -1%
Canada Pension Plan Investment Board
12
Canada Pension Plan Investment Board
Ontario, Canada
$568M
Invesco
13
Invesco
Georgia
$564M -$42.6M -168,940 -7%
Ameriprise
14
Ameriprise
Minnesota
$545M +$33M +130,854 +6%
DZ Bank
15
DZ Bank
Germany
$535M -$61M -241,513 -10%
Northern Trust
16
Northern Trust
Illinois
$487M +$25.6M +101,477 +5%
Bessemer Group
17
Bessemer Group
New Jersey
$480M +$4.9M +19,417 +1%
Norges Bank
18
Norges Bank
Norway
$441M -$14.5M -57,366 -3%
Goldman Sachs
19
Goldman Sachs
New York
$399M +$2.86M +11,335 +0.7%
Fidelity International
20
Fidelity International
Bermuda
$398M +$93.5M +370,296 +29%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$386M +$1.94M +7,701 +0.5%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$370M +$72.7M +287,855 +23%
N
23
Nuveen
North Carolina
$357M -$25.9M -102,757 -6%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$347M -$2.89M -11,466 -0.8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$342M -$6.64M -26,310 -2%

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.