We are live on ! Find out more

760 hedge funds and large institutions have $30.1B invested in IQVIA in 2020 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 319 increasing their positions, 233 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 48

40% more call options, than puts

Call options by funds: $54.5M | Put options by funds: $38.9M

37% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $26.6B → $30.1B (+$3.55B)

9% more funds holding

Funds holding: 698760 (+62)

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.77% less ownership

Funds ownership: 88.53%87.75% (-0.77%)

Holders
760
Holders Change
+62
Holders Change %
+8.88%
% of All Funds
13.45%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.51%
New
119
Increased
319
Reduced
233
Closed
48
Calls
$54.5M
Puts
$38.9M
Net Calls
+$15.6M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
226
Arizona State Retirement System
Arizona
$9.89M -$749K -4,446 -7%
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$9.84M +$536K +3,179 +6%
YCMGA
228
York Capital Management Global Advisors
New York
$9.64M -$13M -76,956 -59%
DekaBank Deutsche Girozentrale
229
DekaBank Deutsche Girozentrale
Germany
$9.51M -$521K -3,094 -5%
CTI
230
Community Trust & Investment
Kentucky
$9.45M +$171K +1,012 +2%
SSWM
231
Sheets Smith Wealth Management
North Carolina
$9.43M +$315K +1,872 +4%
SAM
232
Storebrand Asset Management
Norway
$9.29M -$1.42M -8,440 -14%
SCM
233
Sirios Capital Management
Massachusetts
$9.2M -$927K -5,502 -10%
Skandinaviska Enskilda Banken (SEB)
234
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.09M +$348K +2,067 +4%
KLWA
235
Kelly Lawrence W & Associates
California
$8.83M -$4.54M -26,973 -35%
LPL Financial
236
LPL Financial
California
$8.75M +$1.88M +11,164 +30%
Zurich Cantonal Bank
237
Zurich Cantonal Bank
Switzerland
$8.64M +$118K +701 +1%
GIM
238
Goelzer Investment Management
Indiana
$8.54M -$163K -965 -2%
AAF
239
Andra AP-fonden
Sweden
$8.49M +$2.65M +15,700 +50%
MIM
240
MetLife Investment Management
New Jersey
$8.34M -$326K -1,934 -4%
TFM
241
TPI Fund Managers
United Kingdom
$8.28M +$614K +3,646 +9%
SGH
242
Sivik Global Healthcare
Connecticut
$8.06M +$2.53M +15,000 +50%
GC
243
Gratus Capital
Georgia
$8.03M +$367K +2,177 +5%
Handelsbanken Fonder
244
Handelsbanken Fonder
Sweden
$7.98M
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$7.93M +$160K +948 +2%
LCM
246
Logan Capital Management
Pennsylvania
$7.88M +$1.63M +9,663 +28%
BS
247
Banco Santander
Spain
$7.85M +$1.51M +8,955 +26%
GIBU
248
Gulf International Bank (UK)
United Kingdom
$7.81M -$615K -3,650 -8%
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
$7.44M +$271K +1,610 +4%
PA
250
Profund Advisors
Maryland
$7.3M +$572K +3,397 +9%

IQV Hedge Fund Activity: Q4 2020 in Review

760 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q4 2020, worth a combined $30.1B — up 13% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new IQV positions and 48 closed out — a net gain of 71 holders — while 319 added to existing stakes and 233 trimmed.

The largest buyer was American Century Companies, adding an estimated $171M. The largest seller was Jackson Square Partners, exiting entirely with an estimated $386M sold.

  • 760 institutional investors held IQVIA (IQV) as of Q4 2020, up from 698 in Q3 2020.
  • Funds reported $30.1B of IQVIA stock for Q4 2020, up 13% quarter-over-quarter.
  • 119 funds opened new IQVIA positions in Q4 2020 and 48 closed out, a net change of +71 holders.
  • The largest IQVIA buyer in Q4 2020 was American Century Companies, an estimated $171M added.
  • The largest IQVIA seller in Q4 2020 was Jackson Square Partners, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2020.