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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
CGL
601
Clarius Group LLC
Washington
$215K +$202K +1,199 New
JCIA
602
Jackson Creek Investment Advisors
Colorado
$215K +$203K +1,202 New
CCG
603
Cypress Capital Group
Florida
$212K -$20.1K -119 -9%
CCM
604
Coldstream Capital Management
Washington
$208K +$195K +1,160 New
SCM
605
Shelton Capital Management
Colorado
$205K -$1.78M -10,538 -90%
TNAM
606
Terra Nova Asset Management
New York
$204K +$192K +1,138 New
TFIPS
607
Towarzystwo Funduszy Inwestycyjnych PZU SA
$201K +$189K +1,122 New
WANY
608
Wealthspire Advisors (New York)
New York
$200K +$189K +1,119 New
FHA
609
First Horizon Advisors
Tennessee
$196K -$3.88K -23 -2%
MAM
610
Meeder Asset Management
Ohio
$191K +$66.2K +393 +58%
CFFP
611
Center for Financial Planning
Michigan
$190K
PWPS
612
Pinnacle Wealth Planning Services
Ohio
$182K +$172K +1,020 New
FMLI
613
Fukoku Mutual Life Insurance
Japan
$179K +$169K +1,000 New
Fifth Third Bancorp
614
Fifth Third Bancorp
Ohio
$168K +$38.9K +231 +33%
CAPTRUST Financial Advisors
615
CAPTRUST Financial Advisors
North Carolina
$167K -$6.24K -37 -4%
PWA
616
Phoenix Wealth Advisors
North Carolina
$162K +$152K +904 New
WEC
617
Winslow Evans & Crocker
Massachusetts
$159K +$20.2K +120 +16%
PFGIA
618
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$14.7K +87 +11%
APA
619
American Portfolios Advisors
New York
$152K -$18.5K -110 -11%
AA
620
Ancora Advisors
Ohio
$144K
EP
621
Eudaimonia Partners
Tennessee
$135K +$17.2K +102 +16%
CF
622
Centaurus Financial
California
$134K
HCP
623
Hexagon Capital Partners
Arkansas
$131K
OSAM
624
O'Shaughnessy Asset Management
Connecticut
$125K +$16.7K +99 +17%
BBHC
625
Brown Brothers Harriman & Co
New York
$122K +$54.9K +326 +92%

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.