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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
HSBC Holdings
51
HSBC Holdings
United Kingdom
$113M +$25.7M +152,286 +32%
RJA
52
Raymond James & Associates
Florida
$113M +$2.95M +17,486 +3%
Boston Partners
53
Boston Partners
Massachusetts
$111M -$19.1M -113,217 -15%
MWNA
54
Marshall Wace North America
New York
$111M -$68.6M -407,402 -40%
BCI
55
Bain Capital Investors
Massachusetts
$111M
Wells Fargo
56
Wells Fargo
California
$106M +$20.3M +120,738 +26%
KBC Group
57
KBC Group
Belgium
$104M -$4.09M -24,262 -19%
JP Morgan Chase
58
JP Morgan Chase
New York
$103M +$26.8M +159,052 +38%
Jennison Associates
59
Jennison Associates
New York
$97.8M +$15.6M +92,449 +20%
Korea Investment Corp
60
Korea Investment Corp
South Korea
$94M +$5.36M +31,786 +6%
Goldman Sachs
61
Goldman Sachs
New York
$93.6M -$42.4M -251,533 -33%
Millennium Management
62
Millennium Management
New York
$92.3M -$19.2M -113,812 -18%
Franklin Resources
63
Franklin Resources
California
$91.9M +$1.46M +8,656 +2%
AAMU
64
Amundi Asset Management US
Massachusetts
$91.8M +$13.7M +81,587 +19%
UIM
65
USS Investment Management
United Kingdom
$90.7M
GH
66
Grosvenor Holdings
Illinois
$84.4M
First Trust Advisors
67
First Trust Advisors
Illinois
$83.5M -$14M -83,324 -15%
Point72 Asset Management
68
Point72 Asset Management
Connecticut
$83.2M +$78.2M +464,358 New
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$82M +$3.05M +18,128 +4%
Sands Capital Management
70
Sands Capital Management
Virginia
$81.9M +$14.9M +88,267 +24%
Nordea Investment Management
71
Nordea Investment Management
Sweden
$81.7M +$2.63M +15,581 +4%
Stifel Financial
72
Stifel Financial
Missouri
$81M +$7.64M +45,333 +11%
PPA
73
Parametric Portfolio Associates
Washington
$80.5M +$5.15M +30,536 +7%
BC
74
Brahman Capital
New York
$76.2M -$4.31M -25,551 -6%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$75.2M +$8.05M +47,801 +13%

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.