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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
LWM
751
Liberty Wealth Management
California
$1K -$506 -3 -25%
BWM
752
BerganKDV Wealth Management
Minnesota
$1K
CAM
753
ClariVest Asset Management
California
$1K
BC
754
Bartlett & Co
Ohio
$1K +$506 +3 New
GFPC
755
Global Financial Private Client
Florida
$717 +$674 +4 New
BCWM
756
Bartlett & Co Wealth Management
Ohio
$538 +$506 +3 New
ED
757
Exane Derivatives
France
$358 -$5.05K -30 -94%
TI
758
tru Independence
Oregon
$1 +$674 +4 New
JSP
759
Jackson Square Partners
California
-$386M -2,446,673 Closed
EAM
760
Eagle Asset Management
Florida
-$76.8M -495,878 Closed
SCP
761
Steamboat Capital Partners
New York
-$13.6M -86,488 Closed
QT
762
Quantbot Technologies
New York
-$9.37M -59,441 Closed
PMAM
763
Picton Mahoney Asset Management
Ontario, Canada
-$6.02M -38,193 Closed
SCM
764
Segantii Capital Management
Hong Kong
-$4.57M -29,000 Closed
TAF
765
Tredje AP-fonden
Sweden
-$1.92M -12,205 Closed
FCM
766
Fortis Capital Management
Washington
-$1.89M -12,000 Closed
AIM
767
Artemis Investment Management
United Kingdom
-$1.33M -8,470 Closed
Parallax Volatility Advisers
768
Parallax Volatility Advisers
California
-$1.3M -8,223 Closed
DTL
769
Dynamic Technology Lab
Singapore
-$1.22M -7,734 Closed
WG
770
Winton Group
United Kingdom
-$1.1M -6,963 Closed
MF
771
Magnetar Financial
Illinois
-$1.05M -6,661 Closed
FMT
772
First Mercantile Trust
Tennessee
-$1M -5,773 Closed
GAM
773
Gotham Asset Management
New York
-$876K -5,559 Closed
VF
774
Virtu Financial
New York
-$549K -3,483 Closed
AFM
775
Andesa Financial Management
Pennsylvania
-$517K -3,282 Closed

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.