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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
TIM
726
Tortoise Investment Management
New York
$5K
PWMG
727
Prestige Wealth Management Group
New Jersey
$5K +$1.01K +6 +25%
CCA
728
Childress Capital Advisors
Texas
$5K +$4.55K +27 New
FFG
729
Fortem Financial Group
California
$5K +$4.72K +28 New
RFA
730
Reilly Financial Advisors
California
$5K +$4.72K +28 New
BAM
731
Barrett Asset Management
New York
$4K -$21.1K -125 -83%
FRA
732
Front Row Advisors
California
$4K
HWA
733
HHM Wealth Advisors
Tennessee
$4K
NSB
734
Norway Savings Bank
Maine
$4K +$3.54K +21 New
Jones Financial Companies
735
Jones Financial Companies
Missouri
$4K +$4.21K +25 New
KFS
736
Kelly Financial Services
Massachusetts
$3.94K
HI
737
Hudock Inc
Pennsylvania
$3K
TFM
738
TFC Financial Management
Massachusetts
$3K
CB
739
CNB Bank
Pennsylvania
$3K +$2.7K +16 New
LAS
740
Lloyd Advisory Services
Georgia
$2K -$843 -5 -31%
HR
741
Howe & Rusling
New York
$2K -$337 -2 -17%
NFSG
742
Newbridge Financial Services Group
Florida
$2K -$169 -1 -8%
BWA
743
Burt Wealth Advisors
Maryland
$2K
SFSIG
744
San Francisco Sentry Investment Group
California
$2K
MLFP
745
MPS Loria Financial Planners
Illinois
$2K +$1.52K +9 New
CCC
746
Crescent Capital Consulting
Louisiana
$2K +$1.69K +10 New
DWP
747
Destiny Wealth Partners
Florida
$2K +$1.69K +10 New
SFO
748
Standard Family Office
South Dakota
$2K +$1.85K +11 New
AssetMark Inc
749
AssetMark Inc
California
$2K +$2.02K +12 New
AWG
750
Altus Wealth Group
Colorado
$2K +$2.19K +13 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.