We are live on ! Find out more

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
II
401
Inspire Investing
Idaho
$1.03M +$448K +3,309 +84%
SS
402
Simplicity Solutions
Minnesota
$1.02M +$972K +7,173 New
BS
403
Bessemer Securities
New York
$993K +$183K +1,350 +24%
LWS
404
Lucia Wealth Services
California
$986K -$130K -958 -12%
PMG
405
ProVise Management Group
Florida
$972K -$59.4K -438 -6%
IAA
406
Ironsides Asset Advisors
North Carolina
$963K
BCM
407
Brookstone Capital Management
Illinois
$933K +$247K +1,826 +38%
FWM
408
Fairhaven Wealth Management
Illinois
$922K +$142K +1,046 +19%
SFS
409
Sowell Financial Services
Arkansas
$919K -$923K -6,808 -51%
Teacher Retirement System of Texas
410
Teacher Retirement System of Texas
Texas
$896K +$855K +6,313 New
EGM
411
Engineers Gate Manager
New York
$888K +$848K +6,261 New
OAM
412
Oppenheimer Asset Management
New York
$886K -$1.49K -11 -0.2%
Daiwa Securities Group
413
Daiwa Securities Group
Japan
$879K
WCM
414
Weld Capital Management
New York
$873K +$834K +6,156 New
KOCAA
415
Knights of Columbus Asset Advisors
Connecticut
$871K -$2.32M -17,139 -74%
Verition Fund Management
416
Verition Fund Management
Connecticut
$853K +$815K +6,015 New
AC
417
Allstate Corporation
Illinois
$844K +$59.4K +438 +8%
BOM
418
Bank of Marin
California
$842K
RJT
419
Raymond James Trust
Florida
$839K -$27.2K -201 -3%
ACS
420
Archford Capital Strategies
Illinois
$836K +$80.9K +597 +11%
CI
421
Cigna Investments
Connecticut
$836K +$124K +916 +18%
QI
422
QS Investors
New York
$832K -$105K -772 -12%
B
423
Barings
North Carolina
$822K
TI
424
Trexquant Investment
Connecticut
$810K +$773K +5,707 New
NSAM
425
North Star Asset Management
Wisconsin
$807K -$30.5K -225 -4%

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.