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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.75B -$47.3M -280,583 -1%
BlackRock
2
BlackRock
New York
$2.66B +$116M +688,054 +5%
State Street
3
State Street
Massachusetts
$1.49B +$11.6M +68,661 +0.8%
AllianceBernstein
4
AllianceBernstein
Tennessee
$1.13B +$77.8M +461,873 +8%
LP
5
Longview Partners
Guernsey
$1.04B -$239M -1,420,943 -20%
FCM
6
Farallon Capital Management
California
$724M +$87.1M +516,870 +15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$600M +$67.5M +400,629 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$551M +$10.6M +62,962 +2%
Morgan Stanley
9
Morgan Stanley
New York
$541M +$81.5M +483,960 +19%
Lazard Asset Management
10
Lazard Asset Management
New York
$511M +$30.7M +181,943 +7%
American Century Companies
11
American Century Companies
Missouri
$476M +$171M +1,017,151 +62%
Invesco
12
Invesco
Georgia
$465M +$45.3M +269,132 +12%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$425M
SCM
14
Steadfast Capital Management
New York
$418M -$64.3M -381,890 -14%
DZ Bank
15
DZ Bank
Germany
$395M +$7.3M +43,347 +2%
Winslow Capital Management
16
Winslow Capital Management
Minnesota
$381M -$11.4M -67,698 -3%
Bessemer Group
17
Bessemer Group
New Jersey
$378M +$59.4M +352,748 +20%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$375M -$200M -1,188,130 -36%
Northern Trust
19
Northern Trust
Illinois
$354M -$7.91M -46,947 -2%
Norges Bank
20
Norges Bank
Norway
$331M +$11.6M +68,867 +4%
TP
21
Third Point
New York
$324M
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$292M +$4.92M +29,211 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$258M +$898K +5,330 +0.4%
Capital Research Global Investors
24
Capital Research Global Investors
California
$244M -$67.4M -399,939 -23%
UBS AM
25
UBS AM
Illinois
$219M +$54.6M +324,037 +36%

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.