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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
IAN
551
Integrated Advisors Network
Texas
$215K +$206K +1,517 New
LJAC
552
L.J. Altfest & Co
New York
$214K +$205K +1,510 New
MSR
553
Main Street Research
Connecticut
$213K +$203K +1,500 New
SLAM
554
Swiss Life Asset Management
$210K +$200K +1,479 New
ACM
555
Allred Capital Management
Texas
$207K +$198K +1,459 New
EMG
556
ETF Managers Group
New Jersey
$206K -$634K -4,678 -76%
CG
557
Caprock Group
Idaho
$200K +$191K +1,411 New
S
558
Seeyond
France
$189K -$447K -3,302 -71%
AAM
559
Advisors Asset Management
Colorado
$187K +$37.3K +275 +26%
PFO
560
Pathstone Family Office
New Jersey
$177K
IA
561
IFP Advisors
Florida
$176K +$10K +74 +6%
CCM
562
Covington Capital Management
California
$168K +$160K +1,181 New
S
563
SignatureFD
Georgia
$166K +$25.2K +186 +19%
AWA
564
Arkadios Wealth Advisors
Georgia
$158K +$130K +961 +890%
Credit Agricole
565
Credit Agricole
France
$156K -$2.35M -17,341 -94%
FHA
566
First Horizon Advisors
Tennessee
$154K -$58K -428 -28%
CFFP
567
Center for Financial Planning
Michigan
$150K +$140K +1,030 +3,433%
APA
568
American Portfolios Advisors
New York
$137K +$4.2K +31 +3%
SF
569
Synovus Financial
Georgia
$121K -$113K -836 -50%
AA
570
Ancora Advisors
Ohio
$114K -$20.3K -150 -16%
WEC
571
Winslow Evans & Crocker
Massachusetts
$109K
CFGS
572
Concourse Financial Group Securities
Alabama
$107K -$4.61K -34 -4%
WFMPM
573
Woodley Farra Manion Portfolio Management
Indiana
$105K
SBSB
574
Sullivan, Bruyette, Speros & Blaney
Virginia
$103K +$98.2K +725 New
PI
575
PEAK6 Investments
Illinois
$96K -$5.01M -36,973 -98%

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.