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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
TCM
526
TimesSquare Capital Management
New York
$271K +$259K +1,910 New
BBNA
527
Bremer Bank National Association
Minnesota
$268K -$30.9K -228 -11%
CPA
528
Clear Perspective Advisors
Illinois
$265K +$253K +1,868 New
Susquehanna International Group
529
Susquehanna International Group
Pennsylvania
$261K -$66K -487 -21%
WB
530
West Bancorporation
Iowa
$259K +$3.52K +26 +1%
FLPIM
531
F.L. Putnam Investment Management
Massachusetts
$259K +$248K +1,827 New
VC
532
Veracity Capital
Georgia
$258K +$22.3M +164,607 New
C1AG
533
Client 1st Advisory Group
Florida
$257K +$215K +1,586 New
GT
534
Greenleaf Trust
Michigan
$256K +$244K +1,801 New
WAM
535
Wealthspire Advisors (Maryland)
Maryland
$254K -$23.2K -171 -9%
TRCT
536
Tower Research Capital (TRC)
New York
$254K +$229K +1,690 +1,707%
ZB
537
Zions Bancorporation
Utah
$253K +$233K +1,718 +2,727%
Dodge & Cox
538
Dodge & Cox
California
$252K +$241K +1,775 New
Simplex Trading
539
Simplex Trading
Illinois
$247K +$236K +1,745 New
CCA
540
Checchi Capital Advisers
California
$245K +$234K +1,725 New
CA
541
Cetera Advisors
Colorado
$243K +$233K +1,716 New
PA
542
Parallel Advisors
California
$242K +$13.8K +102 +6%
FTI
543
Fiduciary Trust International
Massachusetts
$238K +$227K +1,678 New
ANTB
544
AMG National Trust Bank
Colorado
$231K +$220K +1,625 New
AFM
545
Andesa Financial Management
Pennsylvania
$230K +$221K +1,630 New
CIA
546
CSat Investment Advisory
Michigan
$229K +$99.2K +732 +83%
SDIC
547
South Dakota Investment Council
South Dakota
$227K
CCIA
548
Campbell & Co Investment Adviser
Maryland
$226K +$216K +1,592 New
PAS
549
Park Avenue Securities
New York
$222K +$212K +1,564 New
GDP
550
Great Diamond Partners
Maine
$220K +$211K +1,555 New

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.