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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
TPCW
576
TD Private Client Wealth
New York
$90.1K -$11.5K -85 -12%
LC
577
Lindbrook Capital
California
$89K -$271 -2 -0.3%
QCG
578
Quadrant Capital Group
Ohio
$88K +$42K +310 +99%
PFGIA
579
Patriot Financial Group Insurance Agency
Massachusetts
$85K +$39.3K +290 +94%
Fifth Third Bancorp
580
Fifth Third Bancorp
Ohio
$84K -$55.2K -407 -41%
CAN
581
Cetera Advisor Networks
California
$80K +$76.2K +562 New
CAL
582
Capital Analysts LLC
Pennsylvania
$78K
IA
583
IndexIQ Advisors
New York
$76K +$64.4K +475 +766%
MAM
584
Meeder Asset Management
Ohio
$75K -$375K -2,770 -84%
PI
585
PineBridge Investments
New York
$74K -$2.17K -16 -3%
CTC
586
Central Trust Company
Missouri
$72K -$16.8K -124 -20%
TWP
587
TFO Wealth Partners
Ohio
$71K
OSAM
588
O'Shaughnessy Asset Management
Connecticut
$68K +$64.9K +479 +15,967%
EP
589
Eudaimonia Partners
Tennessee
$67K -$100K -740 -61%
OPS
590
Orion Portfolio Solutions
Nebraska
$67K +$21.7K +160 +52%
CAPTRUST Financial Advisors
591
CAPTRUST Financial Advisors
North Carolina
$65K +$62.2K +459 New
CB
592
Community Bank
New York
$63K +$46.2K +341 +341%
PA
593
Procyon Advisors
Connecticut
$59K
HPC
594
HM Payson & Co
Maine
$57K
OC
595
Oakworth Capital
Alabama
$52K
BBHC
596
Brown Brothers Harriman & Co
New York
$50K +$11.8K +87 +33%
NICM
597
Neo Ivy Capital Management
New York
$46K -$238K -1,757 -84%
BCA
598
Berman Capital Advisors
Georgia
$46K -$4.61K -34 -9%
CG
599
Cutler Group
California
$46K +$44.7K +330 New
CA
600
Clearstead Advisors
Ohio
$43K

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.