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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$95.6M +$1.13M +8,366 +1%
MWNA
52
Marshall Wace North America
New York
$94.8M -$38.5M -283,877 -30%
Impax Asset Management Group
53
Impax Asset Management Group
United Kingdom
$90.6M +$10.8M +79,661 +14%
BCI
54
Bain Capital Investors
Massachusetts
$87.6M
MIS
55
Morningstar Investment Services
Illinois
$87.4M -$576K -4,252 -0.7%
UBS AM
56
UBS AM
Illinois
$85.6M -$28.6M -210,918 -26%
RJA
57
Raymond James & Associates
Florida
$84.8M +$4.84M +35,741 +6%
Bank of America
58
Bank of America
North Carolina
$84.1M +$7.27M +53,685 +10%
BC
59
Brahman Capital
New York
$83.2M -$32.1M -236,854 -29%
Franklin Resources
60
Franklin Resources
California
$80.7M -$20.2M -148,785 -23%
Prudential Financial
61
Prudential Financial
New Jersey
$80.4M -$26.9M -198,204 -26%
GCM
62
Glenview Capital Management
New York
$78.2M -$158M -1,163,075 -68%
HM
63
HealthCor Management
New York
$77.3M +$8.97M +66,210 +14%
GH
64
Grosvenor Holdings
Illinois
$77.2M -$3.02M -22,264 -4%
AQR Capital Management
65
AQR Capital Management
Connecticut
$72.6M -$27.5M -202,736 -28%
UIM
66
USS Investment Management
United Kingdom
$71.9M -$20.9M -154,502 -23%
First Trust Advisors
67
First Trust Advisors
Illinois
$70.8M +$8.93M +65,888 +15%
EAM
68
Eagle Asset Management
Florida
$68.5M +$880K +6,492 +1%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$65.3M +$56.6M +417,488 +984%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$64.1M -$172K -1,270 -0.3%
Wells Fargo
71
Wells Fargo
California
$63.3M -$6.28M -46,316 -9%
Korea Investment Corp
72
Korea Investment Corp
South Korea
$62.8M +$1.73M +12,800 +3%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$60.9M +$3.99M +29,416 +7%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$60M -$3.54M -26,108 -6%
PC
75
Polar Capital
United Kingdom
$59.8M +$9.67M +71,333 +20%

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.