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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
SAM
326
Securian Asset Management
Minnesota
$3.07M -$89.3K -530 -3%
AP
327
Appleton Partners
Massachusetts
$2.98M +$69.1K +410 +3%
DADC
328
D.A. Davidson & Co
Montana
$2.95M +$80.7K +479 +3%
BFM
329
Boothbay Fund Management
New York
$2.93M -$1.05M -6,252 -28%
Susquehanna International Group
330
Susquehanna International Group
Pennsylvania
$2.88M +$2.13M +12,625 +365%
IRAG
331
Investment Research & Advisory Group
Georgia
$2.82M +$31.3K +186 +1%
X
332
Xponance
Pennsylvania
$2.82M +$84.9K +504 +3%
Cerity Partners
333
Cerity Partners
New York
$2.82M +$9.61K +57 +0.4%
NB
334
Norinchukin Bank
Japan
$2.81M -$59.8K -355 -2%
BOTW
335
Bank of the West
California
$2.72M +$247K +1,466 +11%
Public Sector Pension Investment Board (PSP Investments)
336
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.7M -$1.36M -8,060 -35%
CIC
337
Chase Investment Counsel
Virginia
$2.69M +$75.7K +449 +3%
VMPIC
338
Varma Mutual Pension Insurance Co
Finland
$2.69M -$5.43M -32,243 -68%
AF
339
Alerus Financial
North Dakota
$2.68M +$1.15M +6,839 +84%
QC
340
Quadrature Capital
United Kingdom
$2.65M -$1.52M -9,045 -38%
CGH
341
Crossmark Global Holdings
Texas
$2.6M +$337 +2 +0%
CS
342
Candriam SCA
Luxembourg
$2.51M +$212K +1,260 +10%
MAM
343
Martingale Asset Management
Massachusetts
$2.5M +$1.4M +8,314 +148%
NONA
344
Ninety One North America
New York
$2.48M -$17.7K -105 -0.8%
SLI
345
Sumitomo Life Insurance
Japan
$2.47M -$377K -2,239 -14%
OPERF
346
Oregon Public Employees Retirement Fund
Oregon
$2.47M -$86.4K -513 -4%
SAM
347
Steinberg Asset Management
New York
$2.46M -$127K -754 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
348
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.46M +$1.95M +11,578 +536%
CBB
349
Citizens Business Bank
California
$2.46M +$2.31M +13,715 New
EMPI
350
Elo Mutual Pension Insurance
Finland
$2.44M +$2.29M +13,599 New

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.