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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
VRM
651
Vectors Research Management
New York
$67K +$63K +374 New
Kayne Anderson Rudnick Investment Management
652
Kayne Anderson Rudnick Investment Management
California
$66K
AIM
653
Anchor Investment Management
South Carolina
$62.7K +$59K +350 New
CCM
654
Covington Capital Management
California
$62K -$28K -166 -32%
HFM
655
Harvest Fund Management
China
$62K +$32.9K +195 +126%
JGIA
656
Jackson Grant Investment Advisers
Connecticut
$62K +$58.1K +345 New
CAAS
657
Capital Asset Advisory Services
Michigan
$58K +$54.9K +326 New
EI
658
Ellevest Inc
New York
$57K +$40.9K +243 +324%
AWA
659
Arkadios Wealth Advisors
Georgia
$56K -$121K -718 -70%
GC
660
Grace Capital
Massachusetts
$55K +$51.7K +307 New
RWB
661
RMR Wealth Builders
New Jersey
$55K +$52.1K +309 New
CA
662
Clearstead Advisors
Ohio
$54K
ACA
663
Atlas Capital Advisors
Wyoming
$52K +$48.9K +290 New
CI
664
CX Institutional
Indiana
$47K +$15.7K +93 +55%
PHK
665
Point72 Hong Kong
Hong Kong
$47K +$44.3K +263 New
EWA
666
Evolution Wealth Advisors
Florida
$45K -$82.1K -487 -66%
BFEC
667
Benjamin F. Edwards & Company
Missouri
$45K
MCM
668
Manchester Capital Management
Vermont
$41K
PCG
669
Private Capital Group
Connecticut
$39K -$6.74K -40 -16%
FHC
670
First Horizon Corporation
Tennessee
$37K +$1.85K +11 +5%
BWM
671
Baystate Wealth Management
Massachusetts
$36K
SPWG
672
Sage Private Wealth Group
Illinois
$36K +$33.9K +201 New
TAIM
673
TD Ameritrade Investment Management
Nebraska
$35K -$337 -2 -1%
SIAG
674
Safeguard Investment Advisory Group
California
$34K +$32.4K +192 New
GWS
675
Glassman Wealth Services
Virginia
$33K +$7.08K +42 +30%

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.