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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
Capstone Investment Advisors
551
Capstone Investment Advisors
New York
$347K +$326K +1,936 New
PWP
552
Principle Wealth Partners
Connecticut
$344K
PAS
553
Park Avenue Securities
New York
$343K +$39.1K +232 +14%
VPIM
554
Vanguard Personalized Indexing Management
California
$342K +$21.6K +128 +7%
CPA
555
Clear Perspective Advisors
Illinois
$340K
OC
556
Oppenheimer & Co
New York
$324K -$14.2K -84 -4%
BBNA
557
Bremer Bank National Association
Minnesota
$324K -$12.5K -74 -4%
TFO
558
Tarbox Family Office
California
$322K
VC
559
Veracity Capital
Georgia
$321K +$6.61M +39,224 +24%
EF
560
Empirical Finance
Pennsylvania
$319K +$59.3K +352 +25%
LSAG
561
Lake Street Advisors Group
New Hampshire
$318K +$12.6K +75 +4%
FLPIM
562
F.L. Putnam Investment Management
Massachusetts
$317K +$7.58K +45 +3%
ANTB
563
AMG National Trust Bank
Colorado
$317K +$24.6K +146 +9%
LWM
564
Lyell Wealth Management
California
$315K +$296K +1,756 New
Kovitz Investment Group Partners
565
Kovitz Investment Group Partners
Illinois
$310K -$37.1K -220 -11%
SIM
566
Stratos Investment Management
Ohio
$310K
UCFA
567
United Capital Financial Advisors
Texas
$309K -$53.1K -315 -15%
AWM
568
Aprio Wealth Management
Georgia
$306K -$13.5K -80 -4%
LP
569
LMR Partners
United Kingdom
$306K +$287K +1,706 New
ACM
570
Allred Capital Management
Texas
$303K +$24.6K +146 +9%
C1AG
571
Client 1st Advisory Group
Florida
$298K
CCA
572
Checchi Capital Advisers
California
$295K +$18K +107 +7%
GDP
573
Great Diamond Partners
Maine
$289K +$10.1K +60 +4%
IAN
574
Integrated Advisors Network
Texas
$282K +$4.38K +26 +2%
MSR
575
Main Street Research
Connecticut
$269K

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.