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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
RCG
701
Rock Creek Group
District of Columbia
-$651K -6,034 Closed
SM
702
Sciencast Management
New Jersey
-$605K -5,735 Closed
LCM
703
Landscape Capital Management
New Jersey
-$605K -5,613 Closed
CA
704
Commerzbank Aktiengesellschaft
Germany
-$568K -5,269 Closed
IMRF
705
Illinois Municipal Retirement Fund
Illinois
-$492K -4,557 Closed
OPPTF
706
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$416K -4,033 Closed
AA
707
ALPS Advisors
Colorado
-$393K -3,646 Closed
QC
708
Quadrature Capital
United Kingdom
-$378K -3,502 Closed
WAM
709
Wolverine Asset Management
Illinois
-$345K -3,200 Closed
Capital Fund Management (CFM)
710
Capital Fund Management (CFM)
France
-$327K -3,031 Closed
CP
711
Cumberland Partners
Ontario, Canada
-$324K -3,000 Closed
PI
712
PFS Investments
Georgia
-$320K -2,966 Closed
FSA
713
Franklin Street Advisors
North Carolina
-$299K -2,775 Closed
IAA
714
Independent Advisor Alliance
North Carolina
-$299K -2,774 Closed
OWA
715
Outlook Wealth Advisors
Texas
-$299K -2,774 Closed
MERSOM
716
Municipal Employees' Retirement System of Michigan
Michigan
-$278K -2,580 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
717
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$274K -2,543 Closed
XM
718
XTX Markets
New York
-$270K -2,504 Closed
ER
719
Enlightenment Research
Florida
-$349K -2,500 Closed
WI
720
Wintrust Investments
Illinois
-$300K -2,500 Closed
WANY
721
Wealthspire Advisors (New York)
New York
-$263K -2,434 Closed
CIM
722
Contravisory Investment Management
Massachusetts
-$250K -2,315 Closed
MCM
723
Maple Capital Management
Vermont
-$225K -2,082 Closed
SPC
724
Sigma Planning Corp
Michigan
-$220K -2,037 Closed
GFPC
725
Global Financial Private Capital
Florida
-$202K -1,855 Closed

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.