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679 hedge funds and large institutions have $24.2B invested in IQVIA in 2020 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 251 increasing their positions, 252 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 72

30% more capital invested

Capital invested by funds: $18.6B → $24.2B (+$5.61B)

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

3% more funds holding

Funds holding: 660679 (+19)

0.02% more ownership

Funds ownership: 89.44%89.46% (+0.02%)

0% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 252

44% less call options, than puts

Call options by funds: $47.4M | Put options by funds: $85M

Holders
679
Holders Change
+19
Holders Change %
+2.88%
% of All Funds
13.92%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.53%
New
95
Increased
251
Reduced
252
Closed
72
Calls
$47.4M
Puts
$85M
Net Calls
-$37.5M
Net Calls Change
-$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VSWA
251
Vontobel Swiss Wealth Advisors
Switzerland
$5.53M +$58.9K +435 +1%
MA
252
Montag & Associates
Georgia
$5.43M -$1.49M -10,978 -22%
RCM
253
Ratan Capital Management
Florida
$5.39M +$3.88M +28,597 +304%
BCPEMI
254
Bain Capital Public Equity Management II
Massachusetts
$5.39M
Janney Montgomery Scott
255
Janney Montgomery Scott
Pennsylvania
$5.36M +$503K +3,712 +11%
Osaic Holdings
256
Osaic Holdings
Arizona
$5.32M +$467K +3,444 +10%
NIPH
257
NN Investment Partners Holdings
Netherlands
$5.2M +$1.2M +8,852 +32%
DAM
258
Deltec Asset Management
New York
$5.18M
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$5.17M +$602K +4,439 +14%
URS
260
Utah Retirement Systems
Utah
$5.14M +$352K +2,600 +8%
LPL Financial
261
LPL Financial
California
$5.06M -$339K -2,503 -7%
BAMF
262
BI Asset Management Fondsmaeglerselskab
Denmark
$4.97M -$11.9M -87,461 -71%
RA
263
RiverPark Advisors
New York
$4.97M +$4.75M +35,049 New
BF
264
BOK Financial
Oklahoma
$4.96M -$921K -6,797 -16%
AAF
265
Andra AP-fonden
Sweden
$4.81M -$596K -4,400 -11%
Nomura Asset Management
266
Nomura Asset Management
Japan
$4.8M +$518K +3,825 +13%
ACP
267
Ashfield Capital Partners
California
$4.8M +$522K +3,851 +13%
TPCM
268
Three Peaks Capital Management
Colorado
$4.71M -$1.68M -12,392 -27%
M
269
MOTCO
Texas
$4.68M +$1.72M +12,709 +63%
CS
270
Cannell & Spears
New York
$4.5M -$74K -546 -2%
TPSF
271
Texas Permanent School Fund
Texas
$4.44M -$198K -1,463 -4%
TCM
272
Telos Capital Management
California
$4.44M -$88.8K -655 -2%
BCIM
273
British Columbia Investment Management
British Columbia, Canada
$4.38M +$1.74M +12,857 +71%
ProShare Advisors
274
ProShare Advisors
Maryland
$4.31M -$406K -2,995 -9%
ROC
275
Running Oak Capital
Minnesota
$4.27M -$1.23M -9,047 -23%

IQV Hedge Fund Activity: Q2 2020 in Review

679 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2020, worth a combined $24.2B — up 30% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new IQV positions and 72 closed out — a net gain of 23 holders — while 251 added to existing stakes and 252 trimmed.

The largest buyer was Winslow Capital Management, opening a new position worth an estimated $226M. The largest seller was Jackson Square Partners, cutting an estimated $159M.

  • 679 institutional investors held IQVIA (IQV) as of Q2 2020, up from 660 in Q1 2020.
  • Funds reported $24.2B of IQVIA stock for Q2 2020, up 30% quarter-over-quarter.
  • 95 funds opened new IQVIA positions in Q2 2020 and 72 closed out, a net change of +23 holders.
  • The largest IQVIA buyer in Q2 2020 was Winslow Capital Management, an estimated $226M added.
  • The largest IQVIA seller in Q2 2020 was Jackson Square Partners, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2020.