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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
EI
501
Ethic Inc
New York
$590K +$162K +959 +41%
ASN
502
Advisory Services Network
Georgia
$567K -$48.4K -287 -8%
Rafferty Asset Management
503
Rafferty Asset Management
New York
$566K -$49.2K -292 -8%
MSRPS
504
Maryland State Retirement & Pension System
Maryland
$544K +$517K +3,067 New
TI
505
Tidal Investments
Wisconsin
$543K +$511K +3,031 New
Walleye Trading
506
Walleye Trading
New York
$541K -$36.2K -215 -7%
DIA
507
Dana Investment Advisors
Wisconsin
$541K -$3.03K -18 -0.6%
CA
508
Capitolis Advisors
New York
$539K +$507K +3,007 New
IAA
509
Ironsides Asset Advisors
North Carolina
$538K -$388K -2,300 -43%
SCI
510
S&CO Inc
Massachusetts
$538K
AP
511
Advisor Partners
California
$526K +$3.88K +23 +0.8%
LS
512
Livforsakringsbolaget Skandia
Sweden
$526K +$219K +1,300 +80%
HAG
513
HighPoint Advisor Group
Illinois
$525K -$86.6K -514 -15%
QCM
514
Quest Capital Management
Texas
$525K +$17.2K +102 +4%
TC
515
TwinBeech Capital
New York
$520K -$4.18M -24,821 -90%
BG
516
Bellevue Group
Switzerland
$520K
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$510K +$88.8K +527 +23%
CW
518
CreativeOne Wealth
Kansas
$508K +$116K +689 +32%
SP
519
Symmetry Partners
Connecticut
$501K
AIP
520
Ameritas Investment Partners
Nebraska
$500K -$22.9K -136 -5%
WSCM
521
Wellington Shields Capital Management
New York
$492K -$14.3K -85 -3%
IA
522
IFP Advisors
Florida
$481K +$208K +1,234 +84%
VCM
523
Virtue Capital Management
Tennessee
$472K -$8.76K -52 -2%
WP
524
WealthShield Partners
North Carolina
$472K +$74K +439 +20%
GLA
525
Great Lakes Advisors
Illinois
$469K -$1.35K -8 -0.3%

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.