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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
DZ Bank
26
DZ Bank
Germany
$224M +$57.5M +424,182 +37%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$202M -$12.4M -91,182 -6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$193M +$8.57M +63,220 +5%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$182M -$14.8M -109,067 -8%
Goldman Sachs
30
Goldman Sachs
New York
$173M -$53.1M -392,183 -24%
Citadel Advisors
31
Citadel Advisors
Florida
$168M +$92M +679,232 +134%
Legal & General Group
32
Legal & General Group
United Kingdom
$165M -$7.98M -58,881 -5%
Macquarie Group
33
Macquarie Group
Australia
$143M -$38.8M -286,007 -22%
A
34
AustralianSuper
Australia
$136M -$11.2M -82,605 -8%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$135M +$5.29K +39 +0%
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$134M -$28.1M -207,335 -18%
SCM
37
Suvretta Capital Management
New York
$134M -$13.7M -100,730 -10%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$132M -$4.69M -34,640 -4%
KCM
39
Kensico Capital Management
Connecticut
$127M +$103M +758,000 +553%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$126M +$4.43M +32,694 +4%
Victory Capital Management
41
Victory Capital Management
Texas
$121M -$129M -952,427 -53%
Boston Partners
42
Boston Partners
Massachusetts
$120M -$36.2M -267,109 -24%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$116M +$54.4M +401,562 +91%
Charles Schwab
44
Charles Schwab
California
$116M -$355K -2,620 -0.3%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$116M +$29.3M +216,157 +36%
JFL
46
Jarislowsky, Fraser Ltd
Quebec, Canada
$113M -$16.2M -119,743 -13%
EC
47
Eminence Capital
New York
$110M -$19.2M -141,545 -15%
Swiss National Bank
48
Swiss National Bank
Switzerland
$108M +$16.6M +122,300 +19%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$104M +$4.98M +36,736 +5%
MG
50
Meritage Group
California
$100M -$108M -795,627 -53%

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.