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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
FCA
726
FinTrust Capital Advisors
South Carolina
-$111K -1,027 Closed
AssetMark Inc
727
AssetMark Inc
California
-$87K -804 Closed
FGAM
728
Financial Gravity Asset Management
Texas
-$83 -768 Closed
EWM
729
EPG Wealth Management
Georgia
-$77K -717 Closed
IUHSA
730
Itau Unibanco Holding S.A.
Brazil
-$42K -394 Closed
NSIM
731
North Star Investment Management
Illinois
-$40K -367 Closed
AIM
732
Anchor Investment Management
South Carolina
-$37.8K -350 Closed
NIT
733
NumerixS Investment Technologies
British Columbia, Canada
-$36K -337 Closed
FA
734
Fortis Advisors
Pennsylvania
-$32K -293 Closed
RCA
735
Ranch Capital Advisors
Florida
-$22K -208 Closed
DI
736
Disciplined Investments
Oklahoma
-$20K -184 Closed
H
737
Hexavest
Quebec, Canada
-$12K -110 Closed
SC
738
Solstein Capital
California
-$10K -95 Closed
PGAM
739
Princeton Global Asset Management
New Jersey
-$10K -90 Closed
PRC
740
Pearl River Capital
Michigan
-$7K -66 Closed
RFM
741
Royal Fund Management
Florida
-$4K -42 Closed
SFSIG
742
San Francisco Sentry Investment Group
California
-$4K -34 Closed
LWA
743
Lowe Wealth Advisors
Maryland
-$3K -25 Closed
BHWM
744
Bay Harbor Wealth Management
Maryland
-$2K -19 Closed
WQ
745
Wealth Quarterback
New Jersey
-$1.83K -17 Closed
LWA
746
Lenox Wealth Advisors
New York
-$1K -12 Closed
SNT
747
Security National Trust
West Virginia
-$1K -12 Closed
PW
748
Price Wealth
Texas
-$1K -9 Closed
AIC
749
Ameritas Investment Company
Nebraska
-$1K -8 Closed
CWC
750
Carolinas Wealth Consulting
North Carolina
+$407 +3 New

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.