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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
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$56.3M -$3.46M -25,522 -6%
Deutsche Bank
77
Deutsche Bank
Germany
$56.1M -$7.6M -56,055 -12%
PPA
78
Parametric Portfolio Associates
Washington
$55.7M +$2.15M +15,888 +4%
Jennison Associates
79
Jennison Associates
New York
$54.6M -$17.3M -127,775 -25%
CTA
80
Carillon Tower Advisers
Florida
$54.5M
Sands Capital Management
81
Sands Capital Management
Virginia
$53.1M +$10.6M +78,058 +26%
HJGA
82
Hardman Johnston Global Advisors
Connecticut
$50.2M +$1.95M +14,370 +4%
TCM
83
Tran Capital Management
California
$48.9M +$4.63M +34,194 +11%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$48.4M +$4.46M +32,908 +11%
AAMU
85
Amundi Asset Management US
Massachusetts
$46.7M +$5.88M +43,374 +15%
AAM
86
Ardevora Asset Management
United Kingdom
$46.5M -$1.82M -13,455 -4%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$46.5M +$3.83M +28,237 +9%
Millennium Management
88
Millennium Management
New York
$46.2M +$2.11M +15,548 +5%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$45.9M -$2.11M -15,561 -5%
Marshall Wace
90
Marshall Wace
United Kingdom
$44M -$42.8M -316,065 -50%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$43.9M -$1.46M -10,742 -3%
CI Investments Inc
92
CI Investments Inc
Ontario, Canada
$42.2M +$40.1M +295,707 +16,985%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$41.3M +$4.7M +34,659 +13%
Alyeska Investment Group
94
Alyeska Investment Group
Illinois
$40.8M +$39M +287,867 New
JP Morgan Chase
95
JP Morgan Chase
New York
$40.8M -$407K -3,002 -1%
PHS
96
PFM Health Sciences
California
$40.8M +$17.7M +130,337 +83%
Ameriprise
97
Ameriprise
Minnesota
$40.5M +$3.17M +23,372 +9%
NSLI
98
Nan Shan Life Insurance
Taiwan
$40.4M +$5.83M +43,000 +18%
Aviva
99
Aviva
United Kingdom
$39.8M +$2.57M +18,960 +7%
Principal Financial Group
100
Principal Financial Group
Iowa
$38.4M +$1.18M +8,716 +3%

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.