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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
N
26
Nuveen
North Carolina
$216M -$164M -974,680 -45%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$213M -$22.4M -132,693 -10%
Legal & General Group
28
Legal & General Group
United Kingdom
$212M +$4.47M +26,508 +2%
Ameriprise
29
Ameriprise
Minnesota
$198M +$30.5M +181,069 +20%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$196M -$77.6M -460,378 -30%
KCM
31
Kensico Capital Management
Connecticut
$189M -$13.9M -82,600 -7%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$178M +$7.32M +43,429 +5%
Impax Asset Management Group
33
Impax Asset Management Group
United Kingdom
$177M +$39.6M +234,887 +31%
Allianz Asset Management
34
Allianz Asset Management
Germany
$173M +$11.5M +68,494 +8%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$170M -$29K -172 -0%
SCM
36
Suvretta Capital Management
New York
$170M +$17.5M +103,662 +12%
Charles Schwab
37
Charles Schwab
California
$167M +$523K +3,101 +0.3%
Ninety One (UK)
38
Ninety One (UK)
United Kingdom
$161M -$920K -5,460 -0.6%
LIP
39
Liontrust Investment Partners
United Kingdom
$160M +$150M +890,727 New
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$158M -$1.15M -6,841 -0.8%
HM
41
HealthCor Management
New York
$144M -$6.31M -37,430 -4%
JFL
42
Jarislowsky, Fraser Ltd
Quebec, Canada
$143M -$228K -1,356 -0.2%
EC
43
Eminence Capital
New York
$137M -$5.46M -32,374 -4%
Bank of America
44
Bank of America
North Carolina
$131M -$5.56M -32,969 -4%
Swiss National Bank
45
Swiss National Bank
Switzerland
$129M -$3.49M -20,700 -3%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$129M -$24.4M -144,618 -17%
MIS
47
Morningstar Investment Services
Illinois
$129M +$4.83M +28,655 +4%
TG
48
TCW Group
California
$128M +$86.5M +513,508 +258%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$121M +$8.16M +48,405 +8%
Citadel Advisors
50
Citadel Advisors
Florida
$120M -$123M -730,428 -52%

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.