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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
SG Americas Securities
251
SG Americas Securities
New York
$3.95M -$3.62M -25,310 -41%
DAM
252
Deltec Asset Management
New York
$3.94M +$857K +6,000 +20%
PA
253
Profund Advisors
Maryland
$3.85M -$1.83M -12,839 -26%
Primecap Management
254
Primecap Management
California
$3.81M +$5.05M +35,359 New
Osaic Holdings
255
Osaic Holdings
Arizona
$3.76M +$4.87M +34,060 New
OCM
256
Oribel Capital Management
New York
$3.68M +$4.87M +34,100 New
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$3.67M +$404K +2,826 +9%
Mitsubishi UFJ Asset Management
258
Mitsubishi UFJ Asset Management
Japan
$3.66M -$31.3K -219 -0.6%
DekaBank Deutsche Girozentrale
259
DekaBank Deutsche Girozentrale
Germany
$3.65M -$147K -1,030 -3%
URS
260
Utah Retirement Systems
Utah
$3.63M
ProShare Advisors
261
ProShare Advisors
Maryland
$3.6M -$2.41M -16,885 -34%
QIM
262
Quest Investment Management
Oregon
$3.55M +$4.7M +32,916 New
TPSF
263
Texas Permanent School Fund
Texas
$3.53M +$118K +827 +3%
CS
264
Cannell & Spears
New York
$3.48M +$4.61M +32,240 New
Public Employees Retirement Association of Colorado
265
Public Employees Retirement Association of Colorado
Colorado
$3.45M -$13.1K -92 -0.3%
TCM
266
Telos Capital Management
California
$3.44M +$259K +1,814 +6%
GI
267
Gradient Investments
Minnesota
$3.33M +$4.42M +30,917 New
Nisa Investment Advisors
268
Nisa Investment Advisors
Missouri
$3.27M -$2.5M -17,470 -37%
MLICM
269
Metropolitan Life Insurance Company (MetLife)
New York
$3.27M -$38.7K -271 -0.9%
VCM
270
Vision Capital Management
Oregon
$3.25M +$178K +1,245 +4%
Nomura Asset Management
271
Nomura Asset Management
Japan
$3.24M +$197K +1,379 +5%
PHP
272
Parkman Healthcare Partners
Connecticut
$3.24M -$1.61M -11,250 -27%
ACP
273
Ashfield Capital Partners
California
$3.23M +$1.12M +7,830 +35%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$3.19M -$48.9K -342 -1%
MDSL
275
M.D. Sass LLC
New York
$3.1M

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.