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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
TAM
126
Todd Asset Management
Kentucky
$34.8M -$1.89M -11,199 -5%
Manulife (Manufacturers Life Insurance)
127
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.5M -$1.24M -7,353 -4%
BFS
128
Bradley Foster & Sargent
Connecticut
$34.3M +$1.92M +11,379 +6%
CC
129
Criteria Caixa
Spain
$34.2M +$4.1M +24,331 +15%
SIC
130
Schwartz Investment Counsel
Michigan
$33.7M -$506K -3,000 -2%
MSL
131
Mackay Shields LLC
New York
$33.3M -$2.5M -14,830 -7%
Truist Financial
132
Truist Financial
North Carolina
$32.6M +$2.58M +15,296 +9%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$31.6M -$71.9M -426,726 -71%
VNIM
134
Vaughan Nelson Investment Management
Texas
$31.5M -$1.81M -10,718 -6%
First Manhattan
135
First Manhattan
New York
$31M +$128K +760 +0.4%
LOAMS
136
Lombard Odier Asset Management (Switzerland)
Switzerland
$30.8M +$784K +4,652 +3%
Barclays
137
Barclays
United Kingdom
$30.7M +$4.55M +27,013 +19%
MSV
138
MN Services Vermogensbeheer
Netherlands
$30.3M +$219K +1,300 +0.8%
PFM
139
Premier Fund Managers
United Kingdom
$30.2M
CI
140
Cooper Investors
Australia
$30.2M +$2.59M +15,377 +10%
CCM
141
CAAS Capital Management
New York
$30M +$28.3M +167,710 New
ABTD
142
Arvest Bank Trust Division
Oklahoma
$28.5M -$688K -4,086 -3%
Man Group
143
Man Group
United Kingdom
$28.5M -$9.66M -57,340 -26%
Canada Life
144
Canada Life
Manitoba, Canada
$28.4M +$1.01M +5,991 +4%
FFA
145
First Foundation Advisors
California
$28M +$329K +1,951 +1%
PWAM
146
Park West Asset Management
California
$27.5M +$8.21M +48,750 +46%
Chevy Chase Trust
147
Chevy Chase Trust
Maryland
$27.1M -$572K -3,392 -2%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$25.9M -$1.91M -11,350 -7%
2
149
2Xideas
Switzerland
$25.8M +$24.3M +144,146 New
ITP
150
Iron Triangle Partners
Connecticut
$25.6M +$509K +3,020 +2%

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.