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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
IA
526
IndexIQ Advisors
New York
$469K +$211K +1,252 +92%
V
527
Veritable
Delaware
$460K -$5.22K -31 -1%
LA
528
Latitude Advisors
Florida
$460K +$433K +2,568 New
Cetera Investment Advisers
529
Cetera Investment Advisers
Illinois
$455K +$428K +2,542 New
CI
530
Conning Inc
Connecticut
$454K +$3.37K +20 +0.8%
JRP
531
Jasper Ridge Partners
California
$441K
FB
532
Fulton Bank
Pennsylvania
$440K +$9.77K +58 +2%
PRC
533
Pearl River Capital
Michigan
$437K -$238K -1,413 -37%
TCM
534
TimesSquare Capital Management
New York
$434K +$62.3K +370 +18%
LRPA
535
L. Roy Papp & Associates
Arizona
$434K +$81.2K +482 +25%
EAMA
536
EFG Asset Management (Americas)
Florida
$430K -$11.5K -68 -3%
LSA
537
Leonteq Securities AG
Switzerland
$417K +$392K +2,327 New
FWIA
538
Fort Washington Investment Advisors
Ohio
$402K -$10.6K -63 -3%
P
539
Pitcairn
Pennsylvania
$388K -$8.93K -53 -2%
LFAS
540
Level Four Advisory Services
Texas
$386K -$7.92K -47 -2%
Mercer Global Advisors
541
Mercer Global Advisors
Colorado
$386K +$506 +3 +0.1%
GT
542
Greenleaf Trust
Michigan
$381K +$28.5K +169 +9%
JGUA
543
John G. Ullman & Associates
New York
$376K -$16.9K -100 -5%
CCM
544
Copernicus Capital Management
California
$375K -$6.29M -37,338 -95%
NFC
545
Northeast Financial Consultants
Connecticut
$373K
Creative Planning
546
Creative Planning
Kansas
$369K -$58.1K -345 -14%
ZB
547
Zions Bancorporation
Utah
$355K -$81.2K -482 -20%
KeyBank National Association
548
KeyBank National Association
Ohio
$355K +$97.4K +578 +41%
VWA
549
V Wealth Advisors
Kansas
$348K +$7.58K +45 +2%
BWA
550
BDO Wealth Advisors
Florida
$347K -$39.9K -237 -11%

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.