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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
SO
101
STRS Ohio
Ohio
$46.2M -$8.88M -52,677 -17%
CI Investments Inc
102
CI Investments Inc
Ontario, Canada
$45.7M -$11.5M -68,350 -21%
Principal Financial Group
103
Principal Financial Group
Iowa
$45.7M -$3.01M -17,848 -7%
Royal London Asset Management
104
Royal London Asset Management
United Kingdom
$45.7M +$31.9M +189,157 +287%
Federated Hermes
105
Federated Hermes
Pennsylvania
$45.4M +$20.6M +122,365 +93%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$43.9M +$465K +2,758 +1%
LWCFA
107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.3M +$1.25M +7,392 +3%
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$43M -$6.29M -37,300 -13%
Retirement Systems of Alabama
109
Retirement Systems of Alabama
Alabama
$42.9M -$36.7K -218 -0.1%
JAM
110
Jupiter Asset Management
United Kingdom
$41.9M +$21.4M +126,978 +118%
SC
111
Samlyn Capital
New York
$41.7M -$15.1M -89,808 -28%
Prudential Financial
112
Prudential Financial
New Jersey
$41.5M -$5.36M -31,787 -12%
AQR Capital Management
113
AQR Capital Management
Connecticut
$40.9M -$5.63M -33,430 -13%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$40.9M +$10.3M +61,100 +40%
Robeco Institutional Asset Management
115
Robeco Institutional Asset Management
Netherlands
$40.7M +$5.18M +30,751 +16%
UBS Group
116
UBS Group
Switzerland
$40.4M +$1.24M +7,347 +3%
PAM
117
Panagora Asset Management
Massachusetts
$40.1M +$4.02M +23,844 +12%
SOMRS
118
State of Michigan Retirement System
Michigan
$38.5M -$101K -600 -0.3%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$38.4M -$3.03M -17,983 -8%
Adage Capital Partners
120
Adage Capital Partners
Massachusetts
$38.1M +$118K +700 +0.3%
DFO
121
Duquesne Family Office
New York
$36.2M +$22M +130,267 +182%
AI
122
Axiom Investors
Connecticut
$35.7M -$118K -700 -0.3%
New York State Teachers Retirement System (NYSTRS)
123
New York State Teachers Retirement System (NYSTRS)
New York
$35.5M +$359K +2,128 +1%
MCM
124
Maryland Capital Management
Maryland
$35M +$1.33M +7,895 +4%
DnB Asset Management
125
DnB Asset Management
Norway
$34.8M +$12.8M +76,054 +64%

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.