We are live on ! Find out more

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
EFSCE
701
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$1.01K +6 +7%
FWM
702
Focused Wealth Management
New York
$16K -$5.39K -32 -26%
EARNEST Partners
703
EARNEST Partners
Georgia
$16K
RPWA
704
Regent Peak Wealth Advisors
Georgia
$15K +$13.6K +81 New
AIG
705
American International Group
New York
$13K -$209K -1,241 -2%
SIC
706
Salem Investment Counselors
North Carolina
$13K
AF
707
Allworth Financial
California
$13K +$12.3K +73 New
CMA
708
Cedar Mountain Advisors
Oregon
$12K
ME
709
McIlrath & Eck
Washington
$12K
TCOV
710
Trust Company of Vermont
Vermont
$11K
TWM
711
Tradition Wealth Management
Minnesota
$11K +$10.1K +60 New
FF
712
FourThought Financial
Florida
$11K +$10.4K +62 New
PI
713
PEAK6 Investments
Illinois
$10K -$3.31M -19,645 -100%
BWL
714
Bogart Wealth LLC
Virginia
$10K
TWA
715
TCI Wealth Advisors
Arizona
$10K +$9.27K +55 New
FMP
716
Financial Management Professionals
Texas
$9K
HIM
717
Hillsdale Investment Management
Ontario, Canada
$9K +$8.43K +50 New
PMFA
718
Plante Moran Financial Advisors
Michigan
$8K
SWA
719
Sutton Wealth Advisors
Florida
$7.35K +$506 +3 +8%
ST
720
Smithfield Trust
Pennsylvania
$7K +$5.73K +34 +425%
WPA
721
West Paces Advisors
Georgia
$6.63K
CWA
722
Carolina Wealth Advisors
South Carolina
$6K -$8.09K -48 -59%
WB
723
Webster Bank
Connecticut
$6K
MA
724
MUFG Americas
New York
$6K +$506 +3 +10%
DAM
725
Delta Asset Management
Tennessee
$5K

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.