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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
CI
626
CX Institutional
Indiana
$20K +$16.8K +124 +775%
HIA
627
Harbor Investment Advisory
Maryland
$17K +$16K +118 New
FWM
628
Focused Wealth Management
New York
$17K +$16.4K +121 New
OIA
629
Optimum Investment Advisors
Illinois
$16K
SLF
630
Sun Life Financial
Ontario, Canada
$15K +$136 +1 +0.9%
BCM
631
Blume Capital Management
California
$14K
HL
632
Harding Loevner
New Jersey
$14K
SIM
633
Sonora Investment Management
Arizona
$14K
HIIFS
634
Harel Insurance Investments & Financial Services
Israel
$14K +$13.6K +100 New
EARNEST Partners
635
EARNEST Partners
Georgia
$13K
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$13K +$1.22K +9 +11%
EFSCE
637
Enterprise Financial Services Corp (EFSC)
Missouri
$13K +$1.35K +10 +12%
GWS
638
Glassman Wealth Services
Virginia
$12K +$8.67K +64 +305%
SIC
639
Salem Investment Counselors
North Carolina
$11K -$3.81M -28,135 -100%
CYG
640
Clean Yield Group
Vermont
$10K
ME
641
McIlrath & Eck
Washington
$9K
TCOV
642
Trust Company of Vermont
Vermont
$9K
CMA
643
Cedar Mountain Advisors
Oregon
$9K +$4.34K +32 +97%
BWL
644
Bogart Wealth LLC
Virginia
$8K -$813 -6 -9%
BL
645
Balentine LLC
Georgia
$7K +$2.17K +16 +46%
FMP
646
Financial Management Professionals
Texas
$7K +$6.64K +49 New
HNB
647
Huntington National Bank
Ohio
$6K
PMFA
648
Plante Moran Financial Advisors
Michigan
$6K
CFD
649
Creative Financial Designs
Indiana
$6K +$5.29K +39 New
SWA
650
Sutton Wealth Advisors
Florida
$5.39K +$4.74K +35 +1,167%

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.