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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
SAS
401
Stelac Advisory Services
New York
$1.47M +$72.5K +430 +6%
MYLI
402
Meiji Yasuda Life Insurance
Japan
$1.47M -$394K -2,339 -22%
CIP
403
Chartwell Investment Partners
Pennsylvania
$1.46M +$40.6K +241 +3%
GRP
404
Global Retirement Partners
California
$1.45M -$32.2K -191 -2%
Nomura Holdings
405
Nomura Holdings
Japan
$1.45M +$308K +1,825 +29%
TEC
406
Tiger Eye Capital
Tennessee
$1.43M
II
407
Inspire Investing
Idaho
$1.41M -$497K -2,948 -27%
Schroder Investment Management Group
408
Schroder Investment Management Group
United Kingdom
$1.39M +$207K +1,229 +19%
RCA
409
Rowland Carmichael Advisors
Arizona
$1.39M
Brown Advisory
410
Brown Advisory
Maryland
$1.36M -$442K -2,622 -26%
B
411
Barings
North Carolina
$1.34M -$30.8K -183 -2%
E
412
Ergoteles
New York
$1.3M +$1.22M +7,247 New
AIM
413
Aigen Investment Management
New York
$1.29M -$1.05M -6,204 -46%
RJT
414
Raymond James Trust
Florida
$1.29M +$138K +818 +13%
CQS
415
Credential Qtrade Securities
$1.28M +$14.7K +87 +1%
IRF
416
IBM Retirement Fund
New York
$1.26M +$147K +873 +14%
BCM
417
Brookstone Capital Management
Illinois
$1.24M +$44.3K +263 +4%
FA
418
FDx Advisors
Illinois
$1.22M -$592K -3,513 -34%
SFS
419
Sowell Financial Services
Arkansas
$1.22M +$293K +1,736 +34%
CI
420
Cigna Investments
Connecticut
$1.19M +$74.6K +443 +7%
PP
421
Paloma Partners
Connecticut
$1.15M -$351K -2,083 -24%
BUB
422
BBVA USA Bancshares
Texas
$1.15M -$318K -1,889 -23%
EGM
423
Engineers Gate Manager
New York
$1.14M -$4.98M -29,563 -82%
MC
424
Montag & Caldwell
Georgia
$1.14M +$240K +1,425 +28%
ACS
425
Archford Capital Strategies
Illinois
$1.14M +$11.6K +69 +1%

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.