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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
ABC
376
Associated Banc-Corp
Wisconsin
$1.23M +$438K +3,231 +59%
AIM
377
Artemis Investment Management
United Kingdom
$1.22M -$11.2M -82,542 -91%
GC
378
Globeflex Capital
California
$1.21M -$252K -1,857 -18%
GWM
379
Geneos Wealth Management
Colorado
$1.21M +$160K +1,182 +15%
FMT
380
First Mercantile Trust
Tennessee
$1.2M -$172K -1,266 -13%
AWM
381
AE Wealth Management
Kansas
$1.19M +$1.14M +8,411 New
OLA
382
Oliver Luxxe Assets
New Jersey
$1.19M +$10.3K +76 +0.9%
GRP
383
Global Retirement Partners
California
$1.18M +$82.1K +606 +8%
SAM
384
Shell Asset Management
Netherlands
$1.18M +$337K +2,487 +43%
BUB
385
BBVA USA Bancshares
Texas
$1.17M -$73.3K -541 -6%
PHK
386
Point72 Hong Kong
Hong Kong
$1.16M +$1.04M +7,704 +1,572%
RCM
387
Riverpark Capital Management
New York
$1.16M +$1.11M +8,174 New
CCP
388
Corient Capital Partners
California
$1.16M +$1.11M +8,156 New
FA
389
FDx Advisors
Illinois
$1.14M +$720K +5,316 +195%
TEC
390
Tiger Eye Capital
Tennessee
$1.14M +$159K +1,174 +17%
CIP
391
Chartwell Investment Partners
Pennsylvania
$1.12M +$95.1K +702 +10%
MYAM
392
Meiji Yasuda Asset Management
Japan
$1.12M +$321K +2,368 +43%
EOJOAM
393
E. Ohman J:or Asset Management
Sweden
$1.11M +$285K +2,100 +37%
ACM
394
Ativo Capital Management
Illinois
$1.1M
Schroder Investment Management Group
395
Schroder Investment Management Group
United Kingdom
$1.08M +$125K +926 +14%
LSERS
396
Louisiana State Employees Retirement System
Louisiana
$1.08M -$13.6K -100 -1%
NA
397
NewEdge Advisors
Louisiana
$1.07M -$24.5K -181 -2%
PAG
398
Private Advisor Group
New Jersey
$1.04M +$45.5K +336 +5%
SWP
399
Stratos Wealth Partners
Ohio
$1.03M +$226K +1,671 +30%
CQS
400
Credential Qtrade Securities
$1.03M -$137K -1,011 -12%

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.