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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
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$163M +$43.9M +307,019 +25%
MG
27
Meritage Group
California
$162M +$215M +1,503,377 New
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$150M +$103M +722,345 +108%
Bessemer Group
29
Bessemer Group
New Jersey
$149M +$5.41M +37,893 +3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$140M -$2.7M -18,899 -1%
Macquarie Group
31
Macquarie Group
Australia
$139M -$14.8M -103,835 -7%
Legal & General Group
32
Legal & General Group
United Kingdom
$132M +$5.12M +35,858 +3%
Ninety One (UK)
33
Ninety One (UK)
United Kingdom
$125M -$124M -869,311 -43%
DZ Bank
34
DZ Bank
Germany
$125M +$5.33M +37,287 +3%
American Century Companies
35
American Century Companies
Missouri
$125M +$165M +1,154,404 New
Boston Partners
36
Boston Partners
Massachusetts
$120M -$1.17M -8,192 -0.7%
SCM
37
Suvretta Capital Management
New York
$113M +$149M +1,045,020 New
A
38
AustralianSuper
Australia
$113M -$15.8M -110,248 -10%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$104M -$566K -3,958 -0.4%
MWNA
40
Marshall Wace North America
New York
$103M -$11M -76,764 -7%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$103M +$13.6K +95 +0%
JFL
42
Jarislowsky, Fraser Ltd
Quebec, Canada
$98.7M +$2.36M +16,494 +2%
EC
43
Eminence Capital
New York
$98.5M -$32.5M -227,215 -20%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$92.4M -$1.64M -11,478 -1%
BC
45
Brahman Capital
New York
$88.8M +$12.8M +89,567 +12%
Charles Schwab
46
Charles Schwab
California
$88.7M +$2.17M +15,173 +2%
UBS AM
47
UBS AM
Illinois
$87.8M +$9.17M +64,159 +9%
Prudential Financial
48
Prudential Financial
New Jersey
$82.5M -$31.2M -218,128 -22%
AQR Capital Management
49
AQR Capital Management
Connecticut
$78.5M +$415K +2,906 +0.4%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$75.2M +$81.2M +568,004 +441%

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.