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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$72.3M -$30.9M -216,600 -25%
MIS
52
Morningstar Investment Services
Illinois
$72.3M +$3.33M +23,309 +4%
Man Group
53
Man Group
United Kingdom
$72M +$20.9M +146,253 +28%
UIM
54
USS Investment Management
United Kingdom
$71.3M -$116M -809,922 -55%
Swiss National Bank
55
Swiss National Bank
Switzerland
$69M +$16.1M +112,500 +21%
Franklin Resources
56
Franklin Resources
California
$69M -$17.7M -123,902 -16%
Marshall Wace
57
Marshall Wace
United Kingdom
$67.5M +$10.1M +71,021 +13%
BCI
58
Bain Capital Investors
Massachusetts
$66.6M -$110M -772,056 -56%
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$64.9M -$2.49M -17,454 -3%
GH
60
Grosvenor Holdings
Illinois
$61.1M +$21.5M +150,500 +36%
RJA
61
Raymond James & Associates
Florida
$60.6M -$4.31M -30,147 -5%
Impax Asset Management Group
62
Impax Asset Management Group
United Kingdom
$60.2M +$41.1M +287,700 +106%
Bank of America
63
Bank of America
North Carolina
$58.1M -$19.7M -138,168 -20%
Jennison Associates
64
Jennison Associates
New York
$55.3M -$25.6M -179,149 -26%
Citadel Advisors
65
Citadel Advisors
Florida
$54.8M +$24.3M +169,744 +50%
MCM
66
Melvin Capital Management
New York
$53.9M -$42.9M -300,000 -38%
Wells Fargo
67
Wells Fargo
California
$53.1M +$5M +34,979 +8%
EAM
68
Eagle Asset Management
Florida
$53M -$613K -4,287 -0.9%
HP
69
Hound Partners
New York
$52.7M +$63.1M +441,821 +942%
BTP
70
Bloom Tree Partners
New York
$51.9M +$29M +202,651 +73%
HM
71
HealthCor Management
New York
$51.6M +$27.7M +194,050 +68%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$49.2M +$15.6M +109,302 +32%
Deutsche Bank
73
Deutsche Bank
Germany
$48.7M -$1.41M -9,898 -2%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$48.5M +$4.33M +30,303 +7%
Nordea Investment Management
75
Nordea Investment Management
Sweden
$47.4M -$3.23M -22,588 -5%

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.