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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
BFG
451
Beacon Financial Group
Texas
$585K +$12.7K +94 +2%
Rafferty Asset Management
452
Rafferty Asset Management
New York
$569K +$543K +4,008 New
MWA
453
Meridian Wealth Advisors
Texas
$556K +$24.8K +183 +5%
BRWA
454
B. Riley Wealth Advisors
Florida
$550K -$76.4K -564 -13%
VI
455
Vestcor Inc
New Brunswick, Canada
$544K -$3.66K -27 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
456
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$534K -$608K -4,485 -54%
Tudor Investment Corp
457
Tudor Investment Corp
Connecticut
$533K +$509K +3,754 New
DCM
458
Dimension Capital Management
Florida
$528K
CCB
459
Cutter & Co Brokerage
Missouri
$520K -$8.81K -65 -2%
SAG
460
Spotlight Asset Group
Illinois
$512K -$22.4K -165 -4%
Mackenzie Financial
461
Mackenzie Financial
Ontario, Canada
$506K +$16.4K +121 +4%
GTAM
462
Global Trust Asset Management
Florida
$498K
FPA
463
First Pacific Advisors
California
$495K
IEFM
464
IQ EQ Fund Management
Ireland
$491K -$79.8K -589 -15%
ASN
465
Advisory Services Network
Georgia
$486K -$7.05K -52 -1%
SAS
466
Stelac Advisory Services
New York
$477K +$456K +3,365 New
LNC
467
Lincoln National Corp
Pennsylvania
$474K +$15.9K +117 +4%
MF
468
Magnetar Financial
Illinois
$470K +$449K +3,313 New
CC
469
Chicago Capital
Illinois
$469K +$448K +3,307 New
Northwestern Mutual Wealth Management
470
Northwestern Mutual Wealth Management
Wisconsin
$461K -$890K -6,567 -67%
SXL
471
Summit X LLC
Missouri
$459K -$542 -4 -0.1%
BPC
472
Banque Pictet & Cie
Switzerland
$454K +$434K +3,200 New
SSWM
473
Smith Salley Wealth Management
North Carolina
$450K +$66.8K +493 +18%
BC
474
Brinker Capital
Pennsylvania
$449K +$109K +805 +34%
TI
475
Tidal Investments
Wisconsin
$441K +$420K +3,103 New

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.