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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
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$74.4M -$2.34M -13,906 -3%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$72.4M +$1.62M +9,618 +2%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$69.2M +$5.5M +32,670 +9%
PHS
79
PFM Health Sciences
California
$66.9M +$5.95M +35,314 +10%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$64.3M +$57.3M +339,816 +1,808%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$63.2M +$607K +3,601 +1%
HJGA
82
Hardman Johnston Global Advisors
Connecticut
$62.6M -$399K -2,365 -0.7%
AAM
83
Ardevora Asset Management
United Kingdom
$60.9M +$1.25M +7,400 +2%
GCM
84
Glenview Capital Management
New York
$60.9M -$13.4M -79,328 -19%
Deutsche Bank
85
Deutsche Bank
Germany
$60.6M -$9.38M -55,645 -14%
NSLI
86
Nan Shan Life Insurance
Taiwan
$60M +$4.21M +25,000 +8%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$60M +$3.87M +22,950 +7%
HP
88
Hound Partners
New York
$58.8M -$5.57M -33,073 -9%
KA
89
Kerrisdale Advisers
Florida
$58.5M +$16.5M +98,064 +43%
Arrowstreet Capital
90
Arrowstreet Capital
Massachusetts
$56.9M +$51.5M +305,539 +2,525%
Fidelity International
91
Fidelity International
Bermuda
$56.8M -$8.43M -50,056 -14%
TCM
92
Tran Capital Management
California
$56.5M +$1.92M +11,377 +4%
Primecap Management
93
Primecap Management
California
$55.3M +$4.36M +25,849 +9%
Aviva
94
Aviva
United Kingdom
$53M +$1.33M +7,865 +3%
RCP
95
RIT Capital Partners
United Kingdom
$51.7M
CLOS
96
Compagnie Lombard Odier SCmA
Switzerland
$51.4M +$5.97M +35,454 +14%
WT
97
Washington Trust
Rhode Island
$47.8M +$241K +1,433 +0.5%
National Pension Service
98
National Pension Service
South Korea
$47.7M +$253K +1,502 +0.6%
SEI Investments
99
SEI Investments
Pennsylvania
$47.3M +$6.02M +35,706 +16%
Marshall Wace
100
Marshall Wace
United Kingdom
$47M -$6.6M -39,143 -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.