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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
SWP
426
Stratos Wealth Partners
Ohio
$604K +$800K +5,596 New
OWD
427
Osborn Williams & Donohoe
Ohio
$598K +$42.9K +300 +6%
AC
428
Allstate Corporation
Illinois
$594K -$1.59M -11,110 -67%
MYAM
429
Meiji Yasuda Asset Management
Japan
$593K -$204K -1,430 -21%
KRSITF
430
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$590K +$171K +1,196 +28%
FWM
431
Fairhaven Wealth Management
Illinois
$588K +$300K +2,097 +63%
ABC
432
Associated Banc-Corp
Wisconsin
$586K +$777K +5,436 New
BOTW
433
Bank of the West
California
$584K +$774K +5,415 New
BCV
434
Banque Cantonale Vaudoise
Switzerland
$574K -$44.4K -311 -6%
ACS
435
Archford Capital Strategies
Illinois
$571K +$182K +1,275 +32%
CA
436
Commerzbank Aktiengesellschaft
Germany
$568K -$470K -3,287 -38%
MC
437
Montag & Caldwell
Georgia
$548K +$302K +2,117 +72%
HCP
438
Holt Capital Partners
Texas
$541K +$362K +2,535 +102%
CI
439
Cigna Investments
Connecticut
$537K +$35.7K +250 +5%
LIA
440
LS Investment Advisors
Michigan
$522K -$159K -1,115 -19%
William Blair & Company
441
William Blair & Company
Illinois
$513K +$83.9K +587 +14%
BCM
442
Brookstone Capital Management
Illinois
$512K -$53.7K -376 -7%
PTP
443
Platform Technology Partners
New York
$501K +$210K +1,469 +46%
LWANC
444
Laurel Wealth Advisors (North Carolina)
North Carolina
$499K -$30.7K -215 -4%
IMRF
445
Illinois Municipal Retirement Fund
Illinois
$492K -$307K -2,149 -32%
BRWA
446
B. Riley Wealth Advisors
Florida
$479K +$100K +700 +19%
BFG
447
Beacon Financial Group
Texas
$470K -$66K -462 -10%
OC
448
Oppenheimer & Co
New York
$470K -$12.6K -88 -2%
KA
449
Kintegral Advisory
New York
$470K +$69.6K +487 +13%
CAM
450
CenterStar Asset Management
Illinois
$465K

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.