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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
AA
551
Ancora Advisors
Ohio
$103K -$39.3K -275 -22%
APA
552
American Portfolios Advisors
New York
$101K +$19.1K +134 +17%
CIA
553
CSat Investment Advisory
Michigan
$95K +$14.1K +99 +13%
AssetMark Inc
554
AssetMark Inc
California
$87K +$11.1K +78 +11%
CFGS
555
Concourse Financial Group Securities
Alabama
$85K -$11.1K -78 -9%
WEC
556
Winslow Evans & Crocker
Massachusetts
$84K
PCG
557
Private Capital Group
Connecticut
$83K +$3.14K +22 +3%
WFMPM
558
Woodley Farra Manion Portfolio Management
Indiana
$80K
TPCW
559
TD Private Client Wealth
New York
$77.7K +$10K +70 +11%
EWM
560
EPG Wealth Management
Georgia
$77K +$47.4K +332 +86%
LC
561
Lindbrook Capital
California
$68K -$28.7K -201 -24%
CTC
562
Central Trust Company
Missouri
$68K -$11.7K -82 -11%
CAL
563
Capital Analysts LLC
Pennsylvania
$59K
ST
564
Smithfield Trust
Pennsylvania
$58K -$857 -6 -1%
PI
565
PineBridge Investments
New York
$58K +$76.4K +535 New
TWP
566
TFO Wealth Partners
Ohio
$53K
PHK
567
Point72 Hong Kong
Hong Kong
$53K +$70K +490 New
PA
568
Procyon Advisors
Connecticut
$45K -$7.14K -50 -11%
HPC
569
HM Payson & Co
Maine
$43K
IUHSA
570
Itau Unibanco Holding S.A.
Brazil
$42K +$56.3K +394 New
CFG
571
Citizens Financial Group
Rhode Island
$41K +$22K +154 +69%
NSIM
572
North Star Investment Management
Illinois
$40K
OC
573
Oakworth Capital
Alabama
$39K -$14.3K -100 -22%
BCA
574
Berman Capital Advisors
Georgia
$38K -$3.86K -27 -7%
AIM
575
Anchor Investment Management
South Carolina
$37.8K +$14.3K +100 +40%

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.