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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
NMIMC
376
Northwestern Mutual Investment Management Company
Wisconsin
$1.01M +$339K +2,376 +34%
SSA
377
Schonfeld Strategic Advisors
New York
$1M -$444K -3,107 -25%
MYLI
378
Meiji Yasuda Life Insurance
Japan
$974K -$124K -866 -9%
Capstone Investment Advisors
379
Capstone Investment Advisors
New York
$972K +$697K +4,880 +118%
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$955K +$749K +5,240 +145%
BUB
381
BBVA USA Bancshares
Texas
$950K +$354K +2,480 +39%
PP
382
Paloma Partners
Connecticut
$905K -$7.04M -49,300 -85%
ECM
383
Endurant Capital Management
California
$899K -$5.92M -41,449 -83%
PC
384
PA Capital
Virginia
$896K +$1.19M +8,309 New
Coatue Management
385
Coatue Management
New York
$893K -$23.5M -164,163 -95%
CQS
386
Credential Qtrade Securities
$892K +$2.29K +16 +0.2%
SFA
387
Semmax Financial Advisors
North Carolina
$890K +$208K +1,456 +21%
Caisse de Depot et Placement du Quebec (CDPQ)
388
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$890K +$455K +3,185 +63%
Mercer Global Advisors
389
Mercer Global Advisors
Colorado
$880K -$304K -2,126 -21%
FIA
390
Foundations Investment Advisors
Arizona
$868K +$139K +975 +13%
LWS
391
Lucia Wealth Services
California
$853K -$20.6K -144 -2%
ACM
392
Ativo Capital Management
Illinois
$834K
WAM
393
World Asset Management
Michigan
$833K -$616K -4,312 -36%
GRP
394
Global Retirement Partners
California
$833K -$66.4K -465 -6%
NA
395
NewEdge Advisors
Louisiana
$833K +$252K +1,765 +30%
LSERS
396
Louisiana State Employees Retirement System
Louisiana
$831K -$129K -900 -10%
GWM
397
Geneos Wealth Management
Colorado
$825K +$611K +4,279 +125%
B
398
Barings
North Carolina
$822K
AAM
399
Azzad Asset Management
Virginia
$808K
PMG
400
ProVise Management Group
Florida
$786K -$26.1K -183 -2%

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.