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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
SBSB
626
Sullivan, Bruyette, Speros & Blaney
Virginia
$119K
D
627
Diversified
Delaware
$118K +$126K +750 New
TPCW
628
TD Private Client Wealth
New York
$116K +$8.09K +48 +8%
LC
629
Lindbrook Capital
California
$111K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
630
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$111K +$104K +620 New
LJHT
631
Laurie J. Hall Trustee
$108K
PFO
632
Pathstone Family Office
New Jersey
$100K +$93.9K +557 New
BCA
633
Berman Capital Advisors
Georgia
$99K +$11K +65 +13%
CAL
634
Capital Analysts LLC
Pennsylvania
$98K
CTC
635
Central Trust Company
Missouri
$94K +$2.53K +15 +3%
NFG
636
Next Financial Group
Texas
$88K
QCG
637
Quadrant Capital Group
Ohio
$86K -$33.7K -200 -29%
VCG
638
Vantage Consulting Group
Virginia
$84K +$79.2K +470 New
CFA
639
Carroll Financial Associates
North Carolina
$81K +$22.7K +135 +42%
CWP
640
Concord Wealth Partners
Virginia
$77K +$72.3K +429 New
CFGS
641
Concourse Financial Group Securities
Alabama
$76K -$82.1K -487 -53%
NIM
642
NuWave Investment Management
New Jersey
$75K -$45K -267 -39%
OC
643
Oakworth Capital
Alabama
$75K
CB
644
Community Bank
New York
$74K
HPC
645
HM Payson & Co
Maine
$74K +$2.19K +13 +3%
MIM
646
Merrion Investment Management
New Jersey
$72K +$67.4K +400 New
CWC
647
Carolinas Wealth Consulting
North Carolina
$71K -$15.3K -91 -19%
PCM
648
Penserra Capital Management
California
$71K +$15.3K +91 +30%
IA
649
Inspire Advisors
Idaho
$67K +$62.7K +372 New
AW
650
Avion Wealth
Texas
$67K +$63K +374 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.