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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
SIC
276
Salem Investment Counselors
North Carolina
$3.04M +$17.1K +120 +0.4%
NIPH
277
NN Investment Partners Holdings
Netherlands
$3M -$726K -5,083 -15%
AB
278
Amalgamated Bank
New York
$2.93M -$140K -981 -3%
WG
279
Winton Group
United Kingdom
$2.92M -$381K -2,668 -9%
RSS
280
Rosenblum Silverman Sutton
California
$2.89M -$343K -2,404 -8%
SAMH
281
Shanda Asset Management Holdings
British Virgin Islands
$2.89M +$2.51M +17,538 +190%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$2.88M -$385K -2,697 -9%
TG
283
TCW Group
California
$2.85M +$429 +3 +0%
VLKIM
284
Van Lanschot Kempen Investment Management
Netherlands
$2.84M +$786K +5,502 +26%
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$2.83M +$90K +630 +2%
MCM
286
McKinley Capital Management
Alaska
$2.8M +$1.43M +10,000 +63%
MSA
287
Mason Street Advisors
Wisconsin
$2.78M
CS
288
Candriam SCA
Luxembourg
$2.73M
MOACM
289
Mutual of America Capital Management
New York
$2.65M +$54.4K +381 +2%
DILIC
290
Dai-ichi Life Insurance Company
Japan
$2.62M
DCM
291
Dupont Capital Management
Delaware
$2.61M +$2.19M +15,324 +172%
CSS
292
Cubist Systematic Strategies
Connecticut
$2.59M -$1.99M -13,927 -37%
KOCAA
293
Knights of Columbus Asset Advisors
Connecticut
$2.51M -$338K -2,365 -9%
GH
294
GAM Holding
Switzerland
$2.51M +$168K +1,176 +5%
SMDAM
295
Sumitomo Mitsui DS Asset Management
Japan
$2.49M -$696K -4,870 -17%
FCI
296
Financial Counselors Inc
Kansas
$2.49M +$184K +1,289 +6%
SEC
297
Seven Eight Capital
New York
$2.43M -$186K -1,301 -5%
UF
298
Univest Financial
Pennsylvania
$2.42M +$3.21M +22,474 New
RPI
299
Railway Pension Investments
United Kingdom
$2.42M -$42.9K -300 -1%
NAM
300
Nissay Asset Management
Japan
$2.4M +$38.9K +272 +1%

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.