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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
NIT
576
NumerixS Investment Technologies
British Columbia, Canada
$36K +$48.1K +337 New
PCM
577
Penserra Capital Management
California
$35K +$10.3K +72 +38%
QCG
578
Quadrant Capital Group
Ohio
$34K -$45.1K -316 -50%
SQA
579
Simon Quick Advisors
New Jersey
$34K +$714 +5 +2%
PFGIA
580
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$13.9K +97 +46%
OPS
581
Orion Portfolio Solutions
Nebraska
$33K +$14.4K +101 +49%
FA
582
Fortis Advisors
Pennsylvania
$32K +$41.9K +293 New
CA
583
Clearstead Advisors
Ohio
$32K +$42.9K +300 New
ACA
584
Atlas Capital Advisors
Wyoming
$31.3K
BBHC
585
Brown Brothers Harriman & Co
New York
$29K -$40.1K -281 -51%
KPW
586
Kore Private Wealth
New York
$28K +$23.6K +165 +181%
BFEC
587
Benjamin F. Edwards & Company
Missouri
$27K
AF
588
Advisornet Financial
Minnesota
$27K +$30.3K +212 +589%
MCM
589
Manchester Capital Management
Vermont
$24K
RCA
590
Ranch Capital Advisors
Florida
$22K -$105K -738 -78%
EWA
591
Evolution Wealth Advisors
Florida
$22K -$2.43K -17 -8%
BWM
592
Baystate Wealth Management
Massachusetts
$22K
TAIM
593
TD Ameritrade Investment Management
Nebraska
$20K -$5.14K -36 -16%
DI
594
Disciplined Investments
Oklahoma
$20K +$23.3K +163 +776%
CCA
595
Column Capital Advisors
Indiana
$19K
PFBT
596
Parkside Financial Bank & Trust
Missouri
$18K -$429 -3 -2%
KPCM
597
Kings Point Capital Management
New York
$15K +$20.3K +142 New
FHA
598
Flagship Harbor Advisors
Massachusetts
$14K -$4K -28 -18%
CFA
599
Carroll Financial Associates
North Carolina
$13K -$35.1K -246 -66%
Pacer Advisors
600
Pacer Advisors
Pennsylvania
$12K -$2.99M -20,933 -100%

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.