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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
PWMG
626
Prestige Wealth Management Group
New Jersey
$6K +$8K +56 New
HNB
627
Huntington National Bank
Ohio
$5K
PMFA
628
Plante Moran Financial Advisors
Michigan
$5K
SFSIG
629
San Francisco Sentry Investment Group
California
$4K -$5.43K -38 -53%
FRA
630
Front Row Advisors
California
$4K
RFM
631
Royal Fund Management
Florida
$4K
BL
632
Balentine LLC
Georgia
$4K +$714 +5 +17%
CMA
633
Cedar Mountain Advisors
Oregon
$4K +$1.72K +12 +57%
WPA
634
West Paces Advisors
Georgia
$3.99K
ED
635
Exane Derivatives
France
$3.45K +$2.86K +20 +167%
EW
636
Evoke Wealth
California
$3.24K -$1.86K -13 -30%
LWA
637
Lowe Wealth Advisors
Maryland
$3K
TIM
638
Tortoise Investment Management
New York
$3K
WB
639
Webster Bank
Connecticut
$3K
CFFP
640
Center for Financial Planning
Michigan
$3K +$4.29K +30 New
DAM
641
Delta Asset Management
Tennessee
$3K +$4.29K +30 New
KFS
642
Kelly Financial Services
Massachusetts
$2.37K
CI
643
CX Institutional
Indiana
$2K -$5.57K -39 -71%
GWS
644
Glassman Wealth Services
Virginia
$2K -$2.57K -18 -46%
EWP
645
Engrave Wealth Partners
Texas
$2K -$1.43K -10 -34%
BHWM
646
Bay Harbor Wealth Management
Maryland
$2K
HR
647
Howe & Rusling
New York
$2K +$143 +1 +7%
WQ
648
Wealth Quarterback
New Jersey
$1.83K
Acadian Asset Management
649
Acadian Asset Management
Massachusetts
$1K
BWM
650
BerganKDV Wealth Management
Minnesota
$1K

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.