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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
OPERF
326
Oregon Public Employees Retirement Fund
Oregon
$1.84M -$48.3K -338 -2%
First Manhattan
327
First Manhattan
New York
$1.83M -$1.03M -7,203 -30%
BFM
328
Boothbay Fund Management
New York
$1.83M +$2.22M +15,518 +1,075%
ATC
329
Argent Trust Co
Tennessee
$1.81M -$31.6K -221 -1%
OSNBOA
330
Old Second National Bank of Aurora
Illinois
$1.79M +$37.7K +264 +2%
TAMH
331
Taikang Asset Management (HK)
Hong Kong
$1.78M +$336K +2,354 +17%
Fisher Asset Management
332
Fisher Asset Management
Washington
$1.7M +$154K +1,077 +7%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.68M -$1.68M -11,769 -43%
SAM
334
Steinberg Asset Management
New York
$1.67M -$57.2K -400 -3%
CA
335
Cornerstone Advisors
North Carolina
$1.65M
CGH
336
Crossmark Global Holdings
Texas
$1.64M +$6.86K +48 +0.3%
AP
337
Appleton Partners
Massachusetts
$1.64M +$179K +1,254 +9%
NB
338
Norinchukin Bank
Japan
$1.63M -$1.26M -8,792 -37%
NO
339
Ninety One
South Africa
$1.61M +$90.7K +635 +4%
DADC
340
D.A. Davidson & Co
Montana
$1.58M -$25.6K -179 -1%
RIM
341
Redpoint Investment Management
Australia
$1.58M
Commonwealth Equity Services
342
Commonwealth Equity Services
Massachusetts
$1.55M -$95.3K -667 -4%
NONA
343
Ninety One North America
New York
$1.52M -$21.5M -150,239 -91%
FHB
344
First Hawaiian Bank
Hawaii
$1.52M +$183K +1,278 +10%
IRAG
345
Investment Research & Advisory Group
Georgia
$1.51M -$92.9K -650 -4%
IG
346
ING Group
Netherlands
$1.44M +$1.9M +13,318 New
SFS
347
Sowell Financial Services
Arkansas
$1.43M +$1.45M +10,170 +327%
CWM
348
CIBC World Markets
New York
$1.43M -$21.1M -147,337 -92%
BMM
349
Buffington Mohr McNeal
Idaho
$1.36M -$80.7K -565 -4%
CC
350
Copperleaf Capital
North Carolina
$1.34M -$187K -1,309 -10%

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.