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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
First Trust Advisors
76
First Trust Advisors
Illinois
$46.7M -$3.09M -21,649 -5%
Korea Investment Corp
77
Korea Investment Corp
South Korea
$46.4M +$49.8M +348,541 +428%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$45.6M +$2.59M +18,159 +4%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$43.1M -$4.26M -29,790 -7%
SO
80
STRS Ohio
Ohio
$41.8M +$2.73M +19,131 +5%
PPA
81
Parametric Portfolio Associates
Washington
$40.6M -$3.92M -27,405 -7%
CTA
82
Carillon Tower Advisers
Florida
$38.4M
PC
83
Polar Capital
United Kingdom
$37.8M +$39.2M +274,344 +361%
AAM
84
Ardevora Asset Management
United Kingdom
$36.8M -$1.69M -11,800 -3%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$36.6M +$8.94M +62,538 +23%
HJGA
86
Hardman Johnston Global Advisors
Connecticut
$36.6M +$11.4K +80 +0%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$34.5M -$723K -5,058 -2%
TCM
88
Tran Capital Management
California
$33.5M +$6.6M +46,204 +17%
Millennium Management
89
Millennium Management
New York
$33.4M -$8.95M -62,649 -17%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$33.3M +$1.23M +8,609 +3%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$33.1M +$35M +244,841 +394%
Allianz Asset Management
92
Allianz Asset Management
Germany
$33M +$9.7M +67,913 +29%
DFO
93
Duquesne Family Office
New York
$32.7M +$43.3M +302,855 New
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$32.3M +$7.98M +55,860 +23%
Sands Capital Management
95
Sands Capital Management
Virginia
$32M +$160K +1,118 +0.4%
JP Morgan Chase
96
JP Morgan Chase
New York
$31.3M -$17.6M -123,446 -30%
CB
97
Commerce Bank
Missouri
$31.3M +$2.46M +17,233 +6%
AAMU
98
Amundi Asset Management US
Massachusetts
$30.8M +$13.4M +93,879 +49%
WT
99
Washington Trust
Rhode Island
$28.7M +$1.19M +8,325 +3%
Ameriprise
100
Ameriprise
Minnesota
$28.2M +$16.6M +116,005 +80%

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.