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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
FAT
301
First American Trust
California
$3.14M +$222K +1,635 +8%
CS
302
Credit Suisse
Switzerland
$2.96M -$10.6M -77,961 -79%
SPIA
303
Steward Partners Investment Advisory
New York
$2.88M -$83.1K -613 -3%
AI
304
Atria Investments
North Carolina
$2.87M +$375K +2,768 +16%
DekaBank Deutsche Girozentrale
305
DekaBank Deutsche Girozentrale
Germany
$2.86M -$1.59M -11,750 -36%
WTC
306
WhitTier Trust Company
Nevada
$2.81M +$201K +1,485 +8%
PCM
307
Parsons Capital Management
Rhode Island
$2.81M +$227K +1,673 +9%
SAM
308
Sycomore Asset Management
France
$2.75M
HIMCH
309
Hartford Investment Management Co (HIMCO)
Connecticut
$2.74M -$109K -802 -4%
CA
310
Callahan Advisors
Texas
$2.72M -$6.1K -45 -0.2%
Jane Street
311
Jane Street
New York
$2.7M +$1.64M +12,079 +174%
Pacer Advisors
312
Pacer Advisors
Pennsylvania
$2.67M +$2.54M +18,722 +19,707%
ATC
313
Argent Trust Co
Tennessee
$2.61M +$218K +1,610 +10%
SFI
314
Susquehanna Fundamental Investments
Pennsylvania
$2.61M +$2.49M +18,385 New
TAM
315
Tocqueville Asset Management
New York
$2.59M +$888K +6,552 +56%
B
316
BP
United Kingdom
$2.57M
WG
317
Winton Group
United Kingdom
$2.51M -$1.27M -9,401 -35%
CWM
318
CIBC World Markets
New York
$2.47M +$573K +4,228 +32%
Public Sector Pension Investment Board (PSP Investments)
319
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.44M -$122K -900 -5%
Bank of Nova Scotia
320
Bank of Nova Scotia
Ontario, Canada
$2.38M -$14.2M -105,142 -86%
TAMH
321
Taikang Asset Management (HK)
Hong Kong
$2.37M +$31.7K +234 +1%
SLI
322
Sumitomo Life Insurance
Japan
$2.37M -$75.6K -558 -3%
SAM
323
Securian Asset Management
Minnesota
$2.36M -$185K -1,366 -8%
OPERF
324
Oregon Public Employees Retirement Fund
Oregon
$2.27M -$149K -1,100 -6%
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
$2.26M -$1.95M -14,406 -47%

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.