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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
AP
326
Appleton Partners
Massachusetts
$2.25M +$92.7K +684 +5%
ECM
327
Endurant Capital Management
California
$2.24M +$1.01M +7,441 +89%
IRAG
328
Investment Research & Advisory Group
Georgia
$2.22M +$233K +1,718 +12%
Fisher Asset Management
329
Fisher Asset Management
Washington
$2.22M -$12.2K -90 -0.6%
Qube Research & Technologies (QRT)
330
Qube Research & Technologies (QRT)
United Kingdom
$2.21M +$480K +3,539 +29%
NB
331
Norinchukin Bank
Japan
$2.09M -$53.4K -394 -3%
X
332
Xponance
Pennsylvania
$2.08M +$1.98M +14,637 New
SAM
333
Steinberg Asset Management
New York
$2.06M -$127K -938 -6%
CGH
334
Crossmark Global Holdings
Texas
$2.04M -$104K -771 -5%
II
335
IFM Investors
Australia
$2.02M -$683K -5,040 -26%
Walleye Trading
336
Walleye Trading
New York
$2.02M +$1.15M +8,454 +146%
DADC
337
D.A. Davidson & Co
Montana
$2.02M -$6.78K -50 -0.3%
NONA
338
Ninety One North America
New York
$2.01M
RIM
339
Redpoint Investment Management
Australia
$1.95M -$121K -894 -6%
CS
340
Candriam SCA
Luxembourg
$1.92M -$619K -4,571 -25%
OCA
341
Otter Creek Advisors
Florida
$1.82M +$1.74M +12,857 New
BFPW
342
BOK Financial Private Wealth
Colorado
$1.8M +$1.72M +12,669 New
PRS
343
Pinkerton Retirement Specialists
Idaho
$1.76M +$1.11M +8,212 +195%
CC
344
Copperleaf Capital
North Carolina
$1.76M -$5.96K -44 -0.4%
Commonwealth Equity Services
345
Commonwealth Equity Services
Massachusetts
$1.75M -$276K -2,037 -14%
FDCDDQ
346
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.75M -$439K -3,238 -21%
TAF
347
Tredje AP-fonden
Sweden
$1.73M
BMM
348
Buffington Mohr McNeal
Idaho
$1.73M -$52.2K -385 -3%
NMERB
349
New Mexico Educational Retirement Board
New Mexico
$1.72M +$94.9K +700 +6%
TP
350
Tranquility Partners
Tennessee
$1.7M +$812K +5,994 +100%

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.