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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
RHBC
576
R.H. Bluestein & Co
Michigan
$269K +$253K +1,500 New
SLAM
577
Swiss Life Asset Management
$265K
AA
578
Argent Advisors
Louisiana
$262K +$246K +1,460 New
HI
579
Horizon Investments
North Carolina
$260K +$11.5K +68 +5%
AA
580
AQR Arbitrage
Connecticut
$256K +$245K +1,453 New
Acadian Asset Management
581
Acadian Asset Management
Massachusetts
$255K +$159K +941 +194%
TMAM
582
Tokio Marine Asset Management
Japan
$250K +$235K +1,393 New
BCI
583
Brinker Capital Investments
Pennsylvania
$248K -$357K -2,119 -60%
VFA
584
Valeo Financial Advisors
Indiana
$244K -$14.5K -86 -6%
S
585
Seeyond
France
$242K -$1.35K -8 -0.6%
FQ
586
First Quadrant
California
$242K +$40.1K +238 +21%
Wealthfront Advisers
587
Wealthfront Advisers
California
$241K +$227K +1,349 New
MWM
588
Meridian Wealth Management
Kentucky
$240K +$226K +1,341 New
QC
589
QCM Cayman
Texas
$239K +$225K +1,334 New
S
590
SignatureFD
Georgia
$236K +$19.2K +114 +9%
AIA
591
Angeles Investment Advisors
California
$235K
CG
592
Caprock Group
Idaho
$234K -$43.3K -257 -16%
CWS
593
Cypress Wealth Services
California
$233K +$220K +1,303 New
PG
594
Pendal Group
Australia
$229K +$216K +1,279 New
AAM
595
Advisors Asset Management
Colorado
$228K -$4.04K -24 -2%
GIA
596
Gateway Investment Advisers
Ohio
$226K -$10.8K -64 -5%
RFC
597
Regions Financial Corp
Alabama
$224K +$211K +1,251 New
WPW
598
Waldron Private Wealth
Pennsylvania
$223K +$210K +1,246 New
BB
599
Busey Bank
Illinois
$221K +$208K +1,235 New
TAM
600
Trust Asset Management
Texas
$220K +$207K +1,227 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.