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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
BCV
426
Banque Cantonale Vaudoise
Switzerland
$804K +$46.3K +342 +6%
CTA
427
Chesley Taft & Associates
Illinois
$795K -$118K -870 -13%
FL
428
Fort LP
Maryland
$785K -$1.71M -12,646 -70%
MC
429
Montag & Caldwell
Georgia
$777K +$54.9K +405 +8%
AF
430
Alerus Financial
North Dakota
$767K +$733K +5,407 New
WAM
431
World Asset Management
Michigan
$756K -$325K -2,396 -31%
BAMCO Inc
432
BAMCO Inc
New York
$743K +$190K +1,402 +37%
N
433
Natixis
France
$739K +$705K +5,206 New
Rockefeller Capital Management
434
Rockefeller Capital Management
New York
$715K -$518K -3,822 -43%
HCP
435
Holt Capital Partners
Texas
$712K
PP
436
Paloma Partners
Connecticut
$704K -$464K -3,422 -41%
LOIM
437
Liberty One Investment Management
Illinois
$702K -$90.7K -669 -12%
RIM
438
Rampart Investment Management
Connecticut
$685K +$433K +3,193 +195%
Connor, Clark & Lunn Investment Management (CC&L)
439
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$683K +$652K +4,814 New
LWANC
440
Laurel Wealth Advisors (North Carolina)
North Carolina
$677K +$19.9K +147 +3%
William Blair & Company
441
William Blair & Company
Illinois
$669K -$4.61K -34 -0.7%
PC
442
PA Capital
Virginia
$659K -$497K -3,665 -44%
PTP
443
Platform Technology Partners
New York
$659K
LIA
444
LS Investment Advisors
Michigan
$652K -$33.5K -247 -5%
IRF
445
IBM Retirement Fund
New York
$631K +$36.9K +272 +7%
KRSITF
446
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$620K -$149K -1,102 -20%
KA
447
Kintegral Advisory
New York
$618K
AIC
448
Argus Investors Counsel
New York
$610K +$103K +760 +21%
APWM
449
Atlas Private Wealth Management
New York
$599K
SCA
450
Snowden Capital Advisors
New York
$590K -$338K -2,494 -38%

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.