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
Osaic Holdings
251
Osaic Holdings
Arizona
$7.28M +$238K +1,411 +4%
NIPH
252
NN Investment Partners Holdings
Netherlands
$7.18M +$662K +3,928 +11%
GC
253
Guggenheim Capital
Illinois
$6.87M +$260K +1,544 +4%
VSWA
254
Vontobel Swiss Wealth Advisors
Switzerland
$6.83M -$157K -931 -2%
URS
255
Utah Retirement Systems
Utah
$6.81M +$253K +1,500 +4%
BCPEMI
256
Bain Capital Public Equity Management II
Massachusetts
$6.8M +$169 +1 +0%
BF
257
BOK Financial
Oklahoma
$6.71M +$398K +2,363 +7%
Voloridge Investment Management
258
Voloridge Investment Management
Florida
$6.67M -$8.55M -50,746 -58%
DAM
259
Deltec Asset Management
New York
$6.54M
MA
260
Montag & Associates
Georgia
$6.51M +$27K +160 +0.4%
Comerica Bank
261
Comerica Bank
Texas
$6.5M -$307K -1,822 -5%
FAF
262
Första AP-fonden
Sweden
$6.47M +$1.42M +8,400 +30%
KPCM
263
Kings Point Capital Management
New York
$6.37M +$751K +4,459 +14%
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$6.34M +$1.35M +8,008 +29%
CWM
265
CIBC World Markets
New York
$6.33M +$2.07M +12,293 +53%
M
266
MOTCO
Texas
$6.21M +$41.3K +245 +0.7%
Nomura Asset Management
267
Nomura Asset Management
Japan
$6.2M +$147K +870 +3%
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$6.18M -$297K -1,761 -5%
ProShare Advisors
269
ProShare Advisors
Maryland
$6.14M +$360K +2,134 +7%
TPSF
270
Texas Permanent School Fund
Texas
$6.06M -$222K -1,320 -4%
AC
271
Amitell Capital
Singapore
$5.96M +$5.61M +33,272 New
VCM
272
Vision Capital Management
Oregon
$5.92M +$761K +4,517 +16%
TPCM
273
Three Peaks Capital Management
Colorado
$5.88M +$37.9K +225 +0.7%
ACP
274
Ashfield Capital Partners
California
$5.86M -$17.5K -104 -0.3%
Cambridge Investment Research Advisors
275
Cambridge Investment Research Advisors
Iowa
$5.83M -$2.22M -13,178 -29%

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.