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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
PWP
526
Principle Wealth Partners
Connecticut
$207K
EI
527
Ethic Inc
New York
$205K +$18.9K +132 +7%
GAM
528
Gotham Asset Management
New York
$205K +$271K +1,897 New
BG
529
Bellevue Group
Switzerland
$205K +$271K +1,900 New
GFPC
530
Global Financial Private Capital
Florida
$202K -$23.1K -162 -8%
WB
531
West Bancorporation
Iowa
$194K -$572 -4 -0.2%
CI Investments Inc
532
CI Investments Inc
Ontario, Canada
$188K -$135K -944 -35%
LS
533
Livforsakringsbolaget Skandia
Sweden
$187K +$57.2K +400 +30%
TFO
534
Tarbox Family Office
California
$185K -$13K -91 -5%
SF
535
Synovus Financial
Georgia
$182K +$239K +1,676 New
RIM
536
Rampart Investment Management
Connecticut
$177K -$551K -3,853 -70%
PA
537
Parallel Advisors
California
$173K -$25.4K -178 -10%
SDIC
538
South Dakota Investment Council
South Dakota
$173K +$229K +1,600 New
FHA
539
First Horizon Advisors
Tennessee
$163K +$23K +161 +12%
CB
540
CNB Bank
Pennsylvania
$150K +$44.3K +310 +29%
S
541
Seeyond
France
$138K -$5.14K -36 -0.8%
PFO
542
Pathstone Family Office
New Jersey
$135K +$154K +1,076 +618%
IA
543
IFP Advisors
Florida
$134K +$29.3K +205 +20%
EP
544
Eudaimonia Partners
Tennessee
$131K +$174K +1,215 New
GT
545
Glenmede Trust
Pennsylvania
$126K
ETC
546
Exchange Traded Concepts
Oklahoma
$116K +$70.3K +492 +84%
AAM
547
Advisors Asset Management
Colorado
$112K +$45.7K +320 +44%
FCA
548
FinTrust Capital Advisors
South Carolina
$111K -$286K -2,000 -66%
Fifth Third Bancorp
549
Fifth Third Bancorp
Ohio
$108K -$10.9K -76 -7%
S
550
SignatureFD
Georgia
$106K +$7.86K +55 +6%

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.