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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
WAM
476
Wolverine Asset Management
Illinois
$345K +$457K +3,200 New
Creative Planning
477
Creative Planning
Kansas
$335K -$102K -714 -19%
JGUA
478
John G. Ullman & Associates
New York
$334K -$57.2K -400 -11%
LFAS
479
Level Four Advisory Services
Texas
$332K -$8.14K -57 -2%
VFA
480
Valeo Financial Advisors
Indiana
$330K -$8.57K -60 -2%
Capital Fund Management (CFM)
481
Capital Fund Management (CFM)
France
$327K +$433K +3,031 New
CP
482
Cumberland Partners
Ontario, Canada
$324K -$71.4K -500 -14%
SCI
483
S&CO Inc
Massachusetts
$324K
NFG
484
Next Financial Group
Texas
$323K -$1.42M -9,950 -77%
PI
485
PFS Investments
Georgia
$320K +$424K +2,966 New
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$319K -$13.3K -93 -3%
AIP
487
Ameritas Investment Partners
Nebraska
$318K -$18K -126 -4%
WSCM
488
Wellington Shields Capital Management
New York
$305K
QCM
489
Quest Capital Management
Texas
$303K +$88.3K +618 +28%
WI
490
Wintrust Investments
Illinois
$300K +$357K +2,500 New
FSA
491
Franklin Street Advisors
North Carolina
$299K -$6.92M -48,449 -95%
ECM
492
Everence Capital Management
Indiana
$299K
OWA
493
Outlook Wealth Advisors
Texas
$299K +$12.6K +88 +3%
IAA
494
Independent Advisor Alliance
North Carolina
$299K +$200K +1,400 +102%
KFA
495
Kelleher Financial Advisors
New York
$295K -$7.86K -55 -2%
GLA
496
Great Lakes Advisors
Illinois
$294K -$58.9K -412 -13%
FA
497
FDx Advisors
Illinois
$294K +$40.7K +285 +12%
SSWM
498
Smith Salley Wealth Management
North Carolina
$289K +$55.6K +389 +17%
V
499
Veritable
Delaware
$287K -$71K -497 -16%
AP
500
Advisor Partners
California
$285K +$108K +755 +40%

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.