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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
PF
351
Phoenix Financial
Israel
$1.65M +$402K +2,969 +30%
AB
352
Amalgamated Bank
New York
$1.63M -$2.13M -15,712 -58%
SIM
353
Sentry Investment Management
Wisconsin
$1.61M +$4.88K +36 +0.3%
RCA
354
Rowland Carmichael Advisors
Arizona
$1.57M
BOTW
355
Bank of the West
California
$1.56M +$758K +5,594 +103%
PC
356
PointState Capital
New York
$1.56M +$1.49M +11,000 New
ACM
357
AlphaCrest Capital Management
New York
$1.53M -$1.04M -7,669 -42%
IA
358
Icon Advisers
Colorado
$1.5M
Bank Julius Baer & Co
359
Bank Julius Baer & Co
Switzerland
$1.47M -$115K -850 -8%
Brown Advisory
360
Brown Advisory
Maryland
$1.46M +$15.2K +112 +1%
WC
361
Wexford Capital
Florida
$1.45M +$1.39M +10,222 New
ACM
362
Alpha Capital Management
Texas
$1.45M +$11.1K +82 +0.8%
COPPSERS
363
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.44M -$186K -1,374 -12%
MYLI
364
Meiji Yasuda Life Insurance
Japan
$1.41M +$126K +930 +10%
NO
365
Ninety One
South Africa
$1.41M -$670K -4,942 -33%
KRS
366
Kentucky Retirement Systems
Kentucky
$1.4M -$330K -2,437 -20%
BAM
367
Blueshift Asset Management
New Jersey
$1.4M +$1.33M +9,844 New
HIP
368
Harrell Investment Partners
Texas
$1.39M +$54.1K +399 +4%
NMIMC
369
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M +$50.3K +371 +4%
US Bancorp
370
US Bancorp
Minnesota
$1.38M -$127K -935 -9%
CAM
371
Carret Asset Management
New York
$1.35M -$10.2K -75 -0.8%
FIA
372
Foundations Investment Advisors
Arizona
$1.34M +$109K +801 +9%
Arrowstreet Capital
373
Arrowstreet Capital
Massachusetts
$1.32M -$8.06M -59,453 -86%
Axa
374
Axa
France
$1.31M -$144K -1,064 -10%
SFA
375
Semmax Financial Advisors
North Carolina
$1.25M +$77.1K +569 +7%

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.