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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
QT
501
Quantbot Technologies
New York
$354K +$338K +2,496 New
VFA
502
Valeo Financial Advisors
Indiana
$352K -$12.2K -90 -4%
JRP
503
Jasper Ridge Partners
California
$349K
CI
504
Conning Inc
Connecticut
$349K +$18.6K +137 +6%
JGUA
505
John G. Ullman & Associates
New York
$341K -$94.9K -700 -23%
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$338K -$78.6K -580 -20%
FWIA
507
Fort Washington Investment Advisors
Ohio
$327K -$32.7K -241 -9%
ETC
508
Exchange Traded Concepts
Oklahoma
$325K +$165K +1,215 +113%
P
509
Pitcairn
Pennsylvania
$321K
LCP
510
Legacy Capital Partners
Wisconsin
$314K -$6.78K -50 -2%
BWA
511
BDO Wealth Advisors
Florida
$314K
OAM
512
Optimal Asset Management
California
$314K +$299K +2,210 New
Mercer Global Advisors
513
Mercer Global Advisors
Colorado
$312K -$808K -5,962 -73%
LSAG
514
Lake Street Advisors Group
New Hampshire
$308K +$2.58K +19 +0.9%
EI
515
Ethic Inc
New York
$304K +$32.9K +243 +13%
TFO
516
Tarbox Family Office
California
$304K +$58.4K +431 +25%
Kayne Anderson Rudnick Investment Management
517
Kayne Anderson Rudnick Investment Management
California
$298K
NFC
518
Northeast Financial Consultants
Connecticut
$295K
UCFA
519
United Capital Financial Advisors
Texas
$291K -$165K -1,215 -37%
FB
520
Fulton Bank
Pennsylvania
$291K +$278K +2,051 New
EAMA
521
EFG Asset Management (Americas)
Florida
$291K +$278K +2,053 New
Kovitz Investment Group Partners
522
Kovitz Investment Group Partners
Illinois
$280K -$3.28M -24,228 -92%
AWM
523
Aprio Wealth Management
Georgia
$280K -$27.1K -200 -9%
VWA
524
V Wealth Advisors
Kansas
$276K -$40.7K -300 -13%
PWP
525
Principle Wealth Partners
Connecticut
$272K

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.