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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
WPA
651
West Paces Advisors
Georgia
$5.25K
WB
652
Webster Bank
Connecticut
$5K
EI
653
Ellevest Inc
New York
$5K +$4.34K +32 New
ED
654
Exane Derivatives
France
$4.54K
MA
655
MUFG Americas
New York
$4K -$3.39K -25 -45%
DAM
656
Delta Asset Management
Tennessee
$4K
EW
657
Evoke Wealth
California
$4K
TIM
658
Tortoise Investment Management
New York
$4K
LAS
659
Lloyd Advisory Services
Georgia
$4K +$3.79K +28 New
KFS
660
Kelly Financial Services
Massachusetts
$3.12K
AF
661
Advisornet Financial
Minnesota
$3K -$30.9K -228 -92%
PWMG
662
Prestige Wealth Management Group
New Jersey
$3K -$4.34K -32 -57%
FRA
663
Front Row Advisors
California
$3K -$1.08K -8 -26%
HWA
664
HHM Wealth Advisors
Tennessee
$3K +$3.12K +23 New
HR
665
Howe & Rusling
New York
$2K -$271 -2 -13%
Acadian Asset Management
666
Acadian Asset Management
Massachusetts
$2K
EWP
667
Engrave Wealth Partners
Texas
$2K
HI
668
Hudock Inc
Pennsylvania
$2K
LWM
669
Liberty Wealth Management
California
$2K
BWA
670
Burt Wealth Advisors
Maryland
$2K +$1.49K +11 New
RWA
671
Ropes Wealth Advisors
Massachusetts
$2K +$1.76K +13 New
HF
672
Halpern Financial
Virginia
$1.7K +$1.63K +12 New
CB
673
CNB Bank
Pennsylvania
$1K -$187K -1,381 -100%
BWM
674
BerganKDV Wealth Management
Minnesota
$1K -$542 -4 -40%
CAM
675
ClariVest Asset Management
California
$1K

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.