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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
OC
476
Oppenheimer & Co
New York
$438K -$172K -1,268 -29%
HAG
477
HighPoint Advisor Group
Illinois
$435K +$41.5K +306 +11%
DIA
478
Dana Investment Advisors
Wisconsin
$431K -$5.86M -43,234 -93%
BBVA
479
Banco Bilbao Vizcaya Argentaria
Spain
$431K +$145K +1,072 +54%
SCI
480
S&CO Inc
Massachusetts
$426K
AIP
481
Ameritas Investment Partners
Nebraska
$418K
VCM
482
Virtue Capital Management
Tennessee
$415K +$397K +2,928 New
ECM
483
Everence Capital Management
Indiana
$414K
AP
484
Advisor Partners
California
$411K +$33.3K +246 +9%
BG
485
Bellevue Group
Switzerland
$411K +$136K +1,000 +53%
NFG
486
Next Financial Group
Texas
$409K -$14.4K -106 -4%
QSS
487
Quantitative Systematic Strategies
Florida
$409K +$391K +2,884 New
LFAS
488
Level Four Advisory Services
Texas
$408K -$28.3K -209 -7%
WSCM
489
Wellington Shields Capital Management
New York
$402K
KFA
490
Kelleher Financial Advisors
New York
$388K
QCM
491
Quest Capital Management
Texas
$385K -$12.6K -93 -3%
FC
492
FORA Capital
Florida
$381K +$364K +2,686 New
Creative Planning
493
Creative Planning
Kansas
$377K -$60.4K -446 -14%
ATPW
494
Ashton Thomas Private Wealth
Arizona
$376K +$359K +2,652 New
FAAS
495
First Allied Advisory Services
California
$374K +$357K +2,636 New
HI
496
Horizon Investments
North Carolina
$372K +$355K +2,620 New
GLA
497
Great Lakes Advisors
Illinois
$371K -$14.6K -108 -4%
V
498
Veritable
Delaware
$370K -$7.59K -56 -2%
LS
499
Livforsakringsbolaget Skandia
Sweden
$359K +$108K +800 +46%
MAM
500
Martingale Asset Management
Massachusetts
$358K +$41.3K +305 +14%

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.