We are live on ! Find out more

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
MERSOM
501
Municipal Employees' Retirement System of Michigan
Michigan
$278K
FWIA
502
Fort Washington Investment Advisors
Ohio
$275K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
503
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$274K +$363K +2,543 New
XM
504
XTX Markets
New York
$270K +$358K +2,504 New
JRP
505
Jasper Ridge Partners
California
$265K
WANY
506
Wealthspire Advisors (New York)
New York
$263K +$348K +2,434 New
BC
507
Brinker Capital
Pennsylvania
$254K -$19K -133 -5%
Susquehanna International Group
508
Susquehanna International Group
Pennsylvania
$251K -$6M -42,017 -95%
CI
509
Conning Inc
Connecticut
$251K +$2.43K +17 +0.7%
CIM
510
Contravisory Investment Management
Massachusetts
$250K -$27.3K -191 -8%
P
511
Pitcairn
Pennsylvania
$244K -$5.57K -39 -2%
LCP
512
Legacy Capital Partners
Wisconsin
$244K -$3.57K -25 -1%
VWA
513
V Wealth Advisors
Kansas
$242K +$321K +2,245 New
BWA
514
BDO Wealth Advisors
Florida
$239K
MAM
515
Martingale Asset Management
Massachusetts
$239K +$316K +2,212 New
AWM
516
Aprio Wealth Management
Georgia
$234K -$1.14K -8 -0.4%
LSAG
517
Lake Street Advisors Group
New Hampshire
$232K +$308K +2,153 New
BBNA
518
Bremer Bank National Association
Minnesota
$228K -$40.4K -283 -12%
Kayne Anderson Rudnick Investment Management
519
Kayne Anderson Rudnick Investment Management
California
$226K
MCM
520
Maple Capital Management
Vermont
$225K -$26.9K -188 -8%
NICM
521
Neo Ivy Capital Management
New York
$225K +$298K +2,084 New
NFC
522
Northeast Financial Consultants
Connecticut
$224K
SPC
523
Sigma Planning Corp
Michigan
$220K +$29.7K +208 +11%
WAM
524
Wealthspire Advisors (Maryland)
Maryland
$212K -$79.3K -555 -22%
BBVA
525
Banco Bilbao Vizcaya Argentaria
Spain
$212K +$9.14K +64 +3%

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.