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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
KRS
376
Kentucky Retirement Systems
Kentucky
$2.01M +$15.2K +90 +0.8%
ACM
377
Alpha Capital Management
Texas
$1.89M -$2.36K -14 -0.1%
IA
378
Icon Advisers
Colorado
$1.89M
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$1.89M +$129K +766 +8%
SFA
380
Semmax Financial Advisors
North Carolina
$1.86M +$144K +854 +9%
NO
381
Ninety One
South Africa
$1.84M +$35K +208 +2%
GWM
382
Geneos Wealth Management
Colorado
$1.82M +$149K +882 +10%
PC
383
PointState Capital
New York
$1.79M +$1.69M +10,000 New
ETC
384
Exchange Traded Concepts
Oklahoma
$1.74M -$1.25M -7,397 -43%
Daiwa Securities Group
385
Daiwa Securities Group
Japan
$1.72M -$972K -5,766 -38%
AWM
386
AE Wealth Management
Kansas
$1.7M +$10.8K +64 +0.7%
CS
387
Credit Suisse
Switzerland
$1.7M -$20M -118,451 -93%
KAS
388
Kestra Advisory Services
Texas
$1.69M +$1.6M +9,517 New
Axa
389
Axa
France
$1.66M +$4.38K +26 +0.3%
HIP
390
Harrell Investment Partners
Texas
$1.66M -$51.9K -308 -3%
CAM
391
Carret Asset Management
New York
$1.64M -$67.4K -400 -4%
OLA
392
Oliver Luxxe Assets
New Jersey
$1.62M +$15.2K +90 +1%
SS
393
Simplicity Solutions
Minnesota
$1.61M +$123K +727 +9%
Tudor Investment Corp
394
Tudor Investment Corp
Connecticut
$1.6M +$1.5M +8,914 New
B
395
BP
United Kingdom
$1.57M -$1.34M -7,956 -48%
NA
396
NewEdge Advisors
Louisiana
$1.56M +$92.8K +551 +7%
FWM
397
Fairhaven Wealth Management
Illinois
$1.55M +$345K +2,045 +31%
EOJOAM
398
E. Ohman J:or Asset Management
Sweden
$1.54M +$202K +1,200 +16%
BS
399
Bessemer Securities
New York
$1.51M +$244K +1,450 +21%
ACM
400
AlphaCrest Capital Management
New York
$1.48M +$775K +4,598 +127%

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.