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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
PP
301
PDT Partners
New York
$4.37M -$3.57M -21,201 -46%
MOACM
302
Mutual of America Capital Management
New York
$4.34M -$135K -801 -3%
COPPSERS
303
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.29M +$1.05M +6,235 +35%
RPI
304
Railway Pension Investments
United Kingdom
$4.06M
FAT
305
First American Trust
California
$4.01M -$45.2K -268 -1%
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$3.92M +$321K +1,903 +10%
Vontobel Holding
307
Vontobel Holding
Switzerland
$3.91M +$3.53M +20,929 New
Teacher Retirement System of Texas
308
Teacher Retirement System of Texas
Texas
$3.8M +$1.72M +10,204 +93%
WTC
309
WhitTier Trust Company
Nevada
$3.76M +$144K +853 +4%
FHB
310
First Hawaiian Bank
Hawaii
$3.75M -$91K -540 -3%
SPIA
311
Steward Partners Investment Advisory
New York
$3.7M -$12.3K -73 -0.4%
JMPWA
312
JP Morgan Private Wealth Advisors
California
$3.68M +$107K +637 +3%
Nisa Investment Advisors
313
Nisa Investment Advisors
Missouri
$3.65M +$716K +4,248 +26%
PCM
314
Parsons Capital Management
Rhode Island
$3.53M -$53.4K -317 -2%
BC
315
Brookfield Corp
Ontario, Canada
$3.52M +$3.31M +19,660 New
AI
316
Atria Investments
North Carolina
$3.49M -$178K -1,059 -5%
NAM
317
Nissay Asset Management
Japan
$3.47M +$8.09K +48 +0.2%
TAM
318
Tocqueville Asset Management
New York
$3.42M +$64.9K +385 +2%
CA
319
Callahan Advisors
Texas
$3.39M -$25.6K -152 -0.8%
TAMH
320
Taikang Asset Management (HK)
Hong Kong
$3.39M +$323K +1,919 +11%
II
321
IFM Investors
Australia
$3.29M +$419K +2,489 +16%
ATC
322
Argent Trust Co
Tennessee
$3.25M -$133K -787 -4%
Twin Tree Management
323
Twin Tree Management
Texas
$3.22M +$1.75M +10,383 +137%
CCM
324
Cinctive Capital Management
New York
$3.21M +$3.02M +17,925 New
US Bancorp
325
US Bancorp
Minnesota
$3.17M +$138K +818 +5%

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.