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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
BFG
451
Beacon Financial Group
Texas
$893K +$44.3K +263 +6%
NIMI
452
Natixis Investment Managers International
France
$890K +$837K +4,970 New
LOIM
453
Liberty One Investment Management
Illinois
$889K +$11.1K +66 +1%
HL
454
Harding Loevner
New Jersey
$882K +$812K +4,820 +4,820%
PTP
455
Platform Technology Partners
New York
$878K +$43.3K +257 +6%
SSIM
456
Sheets Smith Investment Management
Texas
$850K +$799K +4,744 New
FTDI
457
First Trust Direct Indexing
Massachusetts
$844K +$793K +4,708 New
RIM
458
Redpoint Investment Management
Australia
$843K +$13.6K +81 +2%
CC
459
Chicago Capital
Illinois
$841K +$201K +1,193 +34%
BPC
460
Banque Pictet & Cie
Switzerland
$833K +$42.1K +250 +6%
CIBC World Market
461
CIBC World Market
Ontario, Canada
$800K +$752K +4,463 New
OAM
462
Optimal Asset Management
California
$788K
LIA
463
LS Investment Advisors
Michigan
$786K -$34.5K -205 -4%
OAM
464
Oppenheimer Asset Management
New York
$784K
BRWA
465
B. Riley Wealth Advisors
Florida
$780K -$1.01K -6 -0.1%
BOM
466
Bank of Marin
California
$770K +$20.2K +120 +3%
SSWM
467
Smith Salley Wealth Management
North Carolina
$768K +$175K +1,036 +32%
BIM
468
Baldwin Investment Management
Pennsylvania
$766K +$144K +853 +25%
IWA
469
IVC Wealth Advisors
Pennsylvania
$764K +$718K +4,264 New
KA
470
Kintegral Advisory
New York
$756K
QSS
471
Quantitative Systematic Strategies
Florida
$752K +$29.8K +177 +4%
BBVA
472
Banco Bilbao Vizcaya Argentaria
Spain
$750K +$92.7K +550 +15%
Mackenzie Financial
473
Mackenzie Financial
Ontario, Canada
$739K +$80.7K +479 +13%
EP
474
Eversept Partners
New York
$732K +$688K +4,085 New
BCM
475
Bayesian Capital Management
New York
$726K +$682K +4,050 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.