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660 hedge funds and large institutions have $18.6B invested in IQVIA in 2020 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 250 increasing their positions, 249 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $66.7M

0.62% more ownership

Funds ownership: 88.82%89.44% (+0.62%)

0% more repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 249

4% less funds holding

Funds holding: 687660 (-27)

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

18% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 101

30% less capital invested

Capital invested by funds: $26.6B → $18.6B (-$8.03B)

Holders
660
Holders Change
-27
Holders Change %
-3.93%
% of All Funds
14.54%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
83
Increased
250
Reduced
249
Closed
101
Calls
$74.1M
Puts
$66.7M
Net Calls
+$7.43M
Net Calls Change
-$222M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
226
Criteria Caixa
Spain
$5.04M +$6.68M +46,757 New
MIM
227
MetLife Investment Management
New Jersey
$5.02M -$203K -1,424 -3%
DIA
228
Dana Investment Advisors
Wisconsin
$4.99M +$676K +4,729 +11%
TPCM
229
Three Peaks Capital Management
Colorado
$4.92M -$167K -1,166 -2%
FAF
230
Fjarde Ap-fonden
Sweden
$4.92M -$329K -2,300 -5%
MGWM
231
Marks Group Wealth Management
Minnesota
$4.91M +$901K +6,308 +16%
PMAM
232
Picton Mahoney Asset Management
Ontario, Canada
$4.77M -$16.8M -117,482 -73%
State of Tennessee, Department of Treasury
233
State of Tennessee, Department of Treasury
Tennessee
$4.58M -$4.39M -30,739 -42%
Zurich Cantonal Bank
234
Zurich Cantonal Bank
Switzerland
$4.56M -$68.7K -481 -1%
BF
235
BOK Financial
Oklahoma
$4.51M +$399K +2,795 +7%
AC
236
AMS Capital
Brazil
$4.42M +$5.86M +41,000 New
CTI
237
Community Trust & Investment
Kentucky
$4.38M +$5.8M +40,575 New
GIBU
238
Gulf International Bank (UK)
United Kingdom
$4.31M +$79.3K +555 +1%
XK
239
Xact Kapitalforvaltning
Sweden
$4.3M -$253K -1,774 -4%
KBC Group
240
KBC Group
Belgium
$4.3M -$21.4M -149,605 -79%
ROC
241
Running Oak Capital
Minnesota
$4.22M +$961K +6,729 +21%
Comerica Bank
242
Comerica Bank
Texas
$4.22M -$47.6K -333 -1%
VSWA
243
Vontobel Swiss Wealth Advisors
Switzerland
$4.16M +$1.53M +10,702 +38%
AAF
244
Andra AP-fonden
Sweden
$4.13M +$14.3K +100 +0.3%
LPL Financial
245
LPL Financial
California
$4.12M +$542K +3,793 +11%
BCPEMI
246
Bain Capital Public Equity Management II
Massachusetts
$4.1M -$6.78M -47,481 -56%
Federated Hermes
247
Federated Hermes
Pennsylvania
$4.09M -$8.36M -58,523 -61%
PI
248
PEAK6 Investments
Illinois
$4.06M +$5.38M +37,653 New
Skandinaviska Enskilda Banken (SEB)
249
Skandinaviska Enskilda Banken (SEB)
Sweden
$4M -$71.3K -499 -1%
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$3.97M +$777K +5,439 +17%

IQV Hedge Fund Activity: Q1 2020 in Review

660 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2020, worth a combined $18.6B — down 30% from $26.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of IQV and 83 opened new positions — a net loss of 18 holders — while 249 trimmed existing stakes and 250 added.

The largest buyer was Longview Partners, opening a new position worth an estimated $984M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $476M sold.

  • 660 institutional investors held IQVIA (IQV) as of Q1 2020, down from 687 in Q4 2019.
  • Funds reported $18.6B of IQVIA stock for Q1 2020, down 30% quarter-over-quarter.
  • 83 funds opened new IQVIA positions in Q1 2020 and 101 closed out, a net change of -18 holders.
  • The largest IQVIA buyer in Q1 2020 was Longview Partners, an estimated $984M added.
  • The largest IQVIA seller in Q1 2020 was Lone Pine Capital, an estimated $476M sold.

Based on aggregated 13F filings for Q1 2020.