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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
GT
601
Glenmede Trust
Pennsylvania
$42K -$69.8K -515 -63%
KPW
602
Kore Private Wealth
New York
$42K +$6.1K +45 +18%
ACA
603
Atlas Capital Advisors
Wyoming
$41.1K
ST
604
Smithfield Trust
Pennsylvania
$40K -$35K -258 -48%
PCM
605
Penserra Capital Management
California
$38K +$1.22K +9 +3%
PCG
606
Private Capital Group
Connecticut
$36K -$70.9K -523 -68%
CFG
607
Citizens Financial Group
Rhode Island
$36K -$16K -118 -31%
SQA
608
Simon Quick Advisors
New Jersey
$36K -$8.4K -62 -20%
BFEC
609
Benjamin F. Edwards & Company
Missouri
$35K
SIAS
610
Shine Investment Advisory Services
Colorado
$35K +$33.9K +250 New
CFA
611
Carroll Financial Associates
North Carolina
$33K +$15.2K +112 +90%
MCM
612
Manchester Capital Management
Vermont
$32K
EWA
613
Evolution Wealth Advisors
Florida
$29K
BWM
614
Baystate Wealth Management
Massachusetts
$28K
TAIM
615
TD Ameritrade Investment Management
Nebraska
$27K -$407 -3 -2%
RWB
616
RMR Wealth Builders
New Jersey
$25K +$23.4K +173 New
TFS
617
TrustCore Financial Services
Tennessee
$24K +$7.72K +57 +50%
JCM
618
Jacobi Capital Management
Pennsylvania
$24K +$22.8K +168 New
RIM
619
Rockbridge Investment Management
New York
$24K +$23.3K +172 New
OSNBOA
620
Old Second National Bank of Aurora
Illinois
$23K -$2.23M -16,472 -99%
CCA
621
Column Capital Advisors
Indiana
$23K -$1.63K -12 -7%
PFBT
622
Parkside Financial Bank & Trust
Missouri
$21K -$2.71K -20 -12%
FHA
623
Flagship Harbor Advisors
Massachusetts
$21K +$2.58K +19 +15%
BAM
624
Barrett Asset Management
New York
$21K +$20.3K +150 New
KPCM
625
Kings Point Capital Management
New York
$20K

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.