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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
PFBT
676
Parkside Financial Bank & Trust
Missouri
$31K +$2.19K +13 +8%
IAIM
677
International Assets Investment Management
Florida
$31K +$29.5K +175 New
CCA
678
Column Capital Advisors
Indiana
$30K
JCM
679
Jacobi Capital Management
Pennsylvania
$30K
FGAM
680
Financial Gravity Asset Management
Texas
$29K +$28K +166 New
APP
681
Alpha Paradigm Partners
Illinois
$28K +$26.3K +156 New
TIAM2
682
Tru Independence Asset Management 2
Oregon
$27K +$25.8K +153 New
FCH
683
Freestone Capital Holdings
Washington
$25.1K +$19.5K +116 +483%
ONST
684
Old North State Trust
North Carolina
$24K -$20.2K -120 -47%
PWM
685
Perigon Wealth Management
California
$23K +$21.2K +126 New
MC
686
Maverick Capital
Texas
$23K +$21.7K +129 New
CYG
687
Clean Yield Group
Vermont
$22K +$8.43K +50 +69%
GLLW
688
Graves Light Lenhart Wealth
Virginia
$22K +$21.1K +125 New
HIA
689
Harbor Investment Advisory
Maryland
$21K
TFS
690
TrustCore Financial Services
Tennessee
$21K
HNB
691
Huntington National Bank
Ohio
$21K +$13.1K +78 +195%
FPS
692
Fieldpoint Private Securities
Connecticut
$21K +$19.4K +115 New
OIA
693
Optimum Investment Advisors
Illinois
$20K
SLF
694
Sun Life Financial
Ontario, Canada
$20K
CIA
695
CSat Investment Advisory
Michigan
$19K -$273K -1,621 -94%
CL
696
COWA LLC
Oklahoma
$19K +$17.2K +102 New
BCM
697
Blume Capital Management
California
$18K
SIM
698
Sonora Investment Management
Arizona
$18K
EW
699
Evoke Wealth
California
$17K
FMII
700
Farmers & Merchants Investments Inc
Nebraska
$17K

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.