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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
KRS
351
Kentucky Retirement Systems
Kentucky
$1.33M +$434K +3,040 +33%
HCMT
352
Highland Capital Management (Tennessee)
Tennessee
$1.32M +$1.75M +12,220 New
TAF
353
Tredje AP-fonden
Sweden
$1.32M -$594K -4,156 -25%
Qube Research & Technologies (QRT)
354
Qube Research & Technologies (QRT)
United Kingdom
$1.29M +$1.72M +12,009 New
TAM
355
Tocqueville Asset Management
New York
$1.26M +$1.67M +11,714 New
COPPSERS
356
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.24M -$13.1K -92 -0.8%
NMERB
357
New Mexico Educational Retirement Board
New Mexico
$1.23M -$114K -800 -7%
SIM
358
Sentry Investment Management
Wisconsin
$1.22M -$2.14K -15 -0.1%
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
$1.21M +$1.6M +11,200 New
RCA
360
Rowland Carmichael Advisors
Arizona
$1.19M +$166K +1,165 +12%
US Bancorp
361
US Bancorp
Minnesota
$1.15M +$61.2K +428 +4%
IA
362
Icon Advisers
Colorado
$1.14M
GC
363
Globeflex Capital
California
$1.12M -$54.6K -382 -4%
Axa
364
Axa
France
$1.11M -$129K -904 -8%
Brown Advisory
365
Brown Advisory
Maryland
$1.1M +$1K +7 +0.1%
ACM
366
Alpha Capital Management
Texas
$1.09M +$69K +483 +5%
PIA
367
Piedmont Investment Advisors
North Carolina
$1.07M +$127K +892 +10%
OLA
368
Oliver Luxxe Assets
New Jersey
$1.06M +$124K +865 +12%
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$1.06M -$7.22M -50,541 -84%
FMT
370
First Mercantile Trust
Tennessee
$1.05M -$88.7K -621 -6%
CAM
371
Carret Asset Management
New York
$1.04M
PF
372
Phoenix Financial
Israel
$1.04M +$1.39M +9,738 New
Two Sigma Advisers
373
Two Sigma Advisers
New York
$1.03M +$1M +7,000 +269%
HIP
374
Harrell Investment Partners
Texas
$1.02M +$72.4K +507 +6%
RCM
375
Ratan Capital Management
Florida
$1.01M -$3.5M -24,471 -72%

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.